Baldwin Insurance Group, Inc.
BWIN- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Baldwin Insurance Group, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 152
- +17 vs. Q3 2021
- Shares held
- 52.6M
- +474.7K (+0.9%) vs. Q3 2021
- Total value
- $1.90B
- +$162.0M (+9.3%) vs. Q3 2021
- New holders
- 33
- 52 more added
- Sold out
- 16
- 46 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 228 | $2.38B |
| Q1 2026 | 218 | $1.99B |
| Q4 2025 | 206 | $1.94B |
| Q3 2025 | 213 | $2.24B |
| Q2 2025 | 226 | $3.29B |
| Q1 2025 | 221 | $3.25B |
| Q4 2024 | 208 | $2.63B |
| Q3 2024 | 219 | $3.25B |
| Q2 2024 | 184 | $2.29B |
| Q1 2024 | 172 | $1.83B |
| Q4 2023 | 162 | $1.45B |
| Q3 2023 | 153 | $1.38B |
| Q2 2023 | 147 | $1.42B |
| Q1 2023 | 144 | $1.43B |
| Q4 2022 | 151 | $1.40B |
| Q3 2022 | 150 | $1.46B |
| Q2 2022 | 152 | $1.36B |
| Q1 2022 | 148 | $1.42B |
| Q4 2021 | 152 | $1.90B |
| Q3 2021 | 137 | $1.74B |
| Q2 2021 | 118 | $1.12B |
| Q1 2021 | 113 | $1.11B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,118,209 | $184.8M | 0.01% | +83,587+1.7% | Added |
| Vanguard Group Inc | 4,955,019 | $178.9M | 0.00% | +1,345,414+37.3% | Added |
| Price T Rowe Associates Inc | 4,820,435 | $174.1M | 0.02% | −50,564−1.0% | Reduced |
| Bamco Inc | 3,834,077 | $138.4M | 0.29% | −54,036−1.4% | Reduced |
| BlackRock Inc. | 3,238,347 | $116.9M | 0.00% | +257,680+8.6% | Added |
| Champlain Investment Partners, LLC | 2,685,530 | $97.0M | 0.44% | +273,630+11.3% | Added |
| Invesco Ltd. | 1,987,676 | $71.8M | 0.02% | +35,081+1.8% | Added |
| Venator Management LLC | 1,256,995 | $45.4M | 12.41% | −16,975−1.3% | Reduced |
| Guardian Point Capital, LP | 1,250,000 | $45.1M | 10.46% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,197,246 | $43.2M | 1.52% | −53,910−4.3% | Reduced |
| Loomis Sayles & Co L P | 1,118,245 | $40.4M | 0.05% | −18,390−1.6% | Reduced |
| Bank of New York Mellon Corp | 1,086,788 | $39.2M | 0.01% | −59,173−5.2% | Reduced |
| Driehaus Capital Management LLC | 1,083,017 | $39.1M | 0.40% | +97,603+9.9% | Added |
| Emerald Advisers, LLC | 1,070,666 | $38.7M | 1.43% | −37,303−3.4% | Reduced |
| Aristotle Capital Boston, LLC | 1,018,488 | $36.8M | 0.86% | −24,763−2.4% | Reduced |
| Westfield Capital Management Co LP | 1,016,888 | $36.7M | 0.22% | +106,345+11.7% | Added |
| Goldman Sachs Group Inc | 993,804 | $35.9M | 0.01% | −435,709−30.5% | Reduced |
| State Street Corp | 912,738 | $33.0M | 0.00% | +50,229+5.8% | Added |
| Geode Capital Management, LLC | 880,520 | $31.8M | 0.00% | +42,511+5.1% | Added |
| Rockefeller Capital Management L.P. | 689,596 | $24.9M | 0.12% | +145,346+26.7% | Added |
| Nuveen Asset Management, LLC | 725,212 | $24.6M | 0.01% | −267,748−27.0% | Reduced |
| Ci Investments Inc. | 676,130 | $24.4M | 0.08% | −43,900−6.1% | Reduced |
| Confluence Investment Management LLC | 610,845 | $22.1M | 0.29% | −136,645−18.3% | Reduced |
| Peregrine Capital Management LLC | 595,708 | $21.5M | 0.43% | +15,565+2.7% | Added |
| Davenport & Co LLC | 536,538 | $19.4M | 0.13% | −4,558−0.8% | Reduced |
| State of Wisconsin Investment Board | 533,600 | $19.3M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 492,633 | $17.8M | 0.00% | +11,492+2.4% | Added |
| Kornitzer Capital Management Inc | 487,670 | $17.6M | 0.26% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 451,257 | $16.3M | 0.01% | −82,630−15.5% | Reduced |
| Islet Management, LP | 400,000 | $14.4M | 0.80% | −100,000−20.0% | Reduced |
| Charles Schwab Investment Management Inc | 364,379 | $13.2M | 0.00% | +16,781+4.8% | Added |
| American Century Companies Inc | 364,308 | $13.2M | 0.01% | +20,137+5.9% | Added |
| Kennedy Capital Management, Inc. | 323,255 | $11.7M | 0.25% | −16,935−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 302,172 | $10.9M | 0.01% | +8,227+2.8% | Added |
| Calamos Advisors LLC | 255,584 | $9.23M | 0.04% | +52,356+25.8% | Added |
| Toscafund Asset Management LLP | 252,385 | $9.11M | 7.88% | −14,215−5.3% | Reduced |
| Agf Investments Inc. | 240,000 | $8.67M | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 230,080 | $8.31M | 0.00% | +850.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 225,933 | $8.16M | 0.04% | −14,278−5.9% | Reduced |
| Point72 Asset Management, L.P. | 224,220 | $8.10M | 0.04% | +27,220+13.8% | Added |
| SEI Investments Co | 204,042 | $7.37M | 0.01% | −31,288−13.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 198,077 | $7.15M | 0.04% | −783−0.4% | Reduced |
| Royce & Associates LP | 181,300 | $6.55M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 179,684 | $6.49M | 0.01% | +65,727+57.7% | Added |
| Russell Investments Group, Ltd. | 166,744 | $6.02M | 0.01% | +52,137+45.5% | Added |
| Bank of America Corp | 164,466 | $5.94M | 0.00% | −22,687−12.1% | Reduced |
| Morgan Stanley | 144,827 | $5.23M | 0.00% | −2,179−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 141,144 | $5.10M | 0.01% | +78,976+127.0% | Added |
| Otter Creek Advisors, LLC | 135,242 | $4.88M | 4.58% | −95,136−41.3% | Reduced |
| Principal Financial Group Inc | 124,602 | $4.50M | 0.00% | +83,271+201.5% | Added |
| Fiera Capital Corp | 124,397 | $4.49M | 0.01% | +124,397 | New |
| Millennium Management LLC | 122,548 | $4.42M | 0.00% | −109,575−47.2% | Reduced |
| Swiss National Bank | 121,800 | $4.40M | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 101,000 | $3.65M | 0.18% | −107,000−51.4% | Reduced |
| Citadel Advisors LLC | 95,433 | $3.45M | 0.00% | −81,202−46.0% | Reduced |
| Dimensional Fund Advisors LP | 93,004 | $3.36M | 0.00% | +57,175+159.6% | Added |
| First Trust Advisors LP | 81,971 | $2.96M | 0.00% | +81,971 | New |
| State of New Jersey Common Pension Fund D | 72,612 | $2.62M | 0.01% | +72,612 | New |
| California State Teachers Retirement System | 72,446 | $2.62M | 0.00% | +2,013+2.9% | Added |
| Brookfield Asset Management Inc. | 66,209 | $2.39M | 0.01% | +66,209 | New |
| JPMorgan Chase & Co | 63,785 | $2.30M | 0.00% | +11,015+20.9% | Added |
| Wells Fargo & Company | 55,324 | $2.00M | 0.00% | +24,471+79.3% | Added |
| Full18 Capital LLC | 52,743 | $1.93M | 0.82% | −10,957−17.2% | Reduced |
| UBS Asset Management Americas Inc | 49,863 | $1.80M | 0.00% | +8,891+21.7% | Added |
| Parametric Portfolio Associates LLC | 48,870 | $1.76M | 0.00% | −33,146−40.4% | Reduced |
| Financial Advisory Group | 45,409 | $1.64M | 0.32% | 00.0% | Unchanged |
| MAI Capital Management | 43,785 | $1.58M | 0.03% | −1,761−3.9% | Reduced |
| Rhumbline Advisers | 43,423 | $1.57M | 0.00% | +267+0.6% | Added |
| Alliancebernstein L.P. | 43,100 | $1.56M | 0.00% | +2,800+6.9% | Added |
| Pathway Financial Advisors LLC | 50,929 | $1.55M | 0.55% | +50,929 | New |
| Cna Financial Corp | 42,950 | $1.55M | 0.41% | −7,402−14.7% | Reduced |
| Credit Suisse AG | 41,630 | $1.50M | 0.00% | +7,056+20.4% | Added |
| PFS Investments Inc. | 39,839 | $1.44M | 0.03% | +6,668+20.1% | Added |
| Two Sigma Investments, LP | 37,077 | $1.34M | 0.00% | −18,523−33.3% | Reduced |
| New York State Common Retirement Fund | 33,266 | $1.20M | 0.00% | −27−0.1% | Reduced |
| Deutsche Bank AG | 33,230 | $1.20M | 0.00% | −28,513−46.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 30,826 | $1.11M | 0.01% | −234,199−88.4% | Reduced |
| Susquehanna International Group, LLP | 27,606 | $997.0K | 0.00% | +18,140+191.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $922.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,194 | $910.0K | 0.00% | −426−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 24,658 | $890.0K | 0.03% | +24,658 | New |
| Algert Global LLC | 24,163 | $873.0K | 0.11% | −1,020−4.1% | Reduced |
| GWM Advisors LLC | 23,600 | $852.0K | 0.01% | +23,600 | New |
| Balyasny Asset Management LLC | 23,290 | $841.0K | 0.00% | −10,858−31.8% | Reduced |
| Squarepoint Ops LLC | 22,622 | $817.0K | 0.00% | +22,622 | New |
| UBS Group AG | 21,115 | $762.0K | 0.00% | +18,103+601.0% | Added |
| FIL Ltd | 19,848 | $717.0K | 0.00% | +19,848 | New |
| Legal & General Group Plc | 19,150 | $692.0K | 0.00% | +868+4.7% | Added |
| LPL Financial LLC | 19,096 | $690.0K | 0.00% | +889+4.9% | Added |
| Voya Investment Management LLC | 18,383 | $664.0K | 0.00% | +461+2.6% | Added |
| Toth Financial Advisory Corp | 16,850 | $608.0K | 0.08% | +8,425+100.0% | Added |
| Alberta Investment Management Corp | 16,240 | $586.0K | 0.00% | +16,240 | New |
| MetLife Investment Management | 16,072 | $580.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,997 | $578.0K | 0.00% | +3,839+31.6% | Added |
| Arizona State Retirement System | 14,843 | $536.0K | 0.00% | +3,421+30.0% | Added |
| Citigroup Inc | 14,551 | $525.0K | 0.00% | +8,038+123.4% | Added |
| Engineers Gate Manager LP | 14,136 | $510.0K | 0.02% | +14,136 | New |
| Brinker Capital Investments, LLC | 13,967 | $504.0K | 0.01% | +13,967 | New |
| Diversified Trust Co | 13,720 | $495.0K | 0.02% | +1,980+16.9% | Added |
| Public Employees Retirement Association of Colorado | 13,514 | $488.0K | 0.00% | +13,514 | New |