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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.

Q4 2021 vs. Q3 2021

How the institutions holding Baldwin Insurance Group, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of BWIN: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1372152+17
Shares52.1M24.7K52.6M+474.7K (+0.9%)
Value$1.74B$824.0K$1.90B+$162.0M (+9.3%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to BWIN in Q4 2021
InstitutionSharesValue% of portfolio
Fiera Capital Corp124,397$4.49M0.01%
First Trust Advisors LP81,971$2.96M0.00%
State of New Jersey Common Pension Fund D72,612$2.62M0.01%
Brookfield Asset Management Inc.66,209$2.39M0.01%
Pathway Financial Advisors LLC50,929$1.55M0.55%
Integrated Wealth Concepts LLC24,658$890.0K0.03%
GWM Advisors LLC23,600$852.0K0.01%
Squarepoint Ops LLC22,622$817.0K0.00%
FIL Ltd19,848$717.0K0.00%
Alberta Investment Management Corp16,240$586.0K0.00%
Engineers Gate Manager LP14,136$510.0K0.02%
Brinker Capital Investments, LLC13,967$504.0K0.01%
Public Employees Retirement Association of Colorado13,514$488.0K0.00%
Janus Henderson Group PLC11,839$427.0K0.00%
STRS Ohio11,000$397.0K0.00%
Occudo Quantitative Strategies LP9,217$333.0K0.03%
Ensign Peak Advisors, Inc8,300$300.0K0.00%
Voloridge Investment Management, LLC8,209$296.0K0.00%
Virginia Retirement Systems Et Al8,100$292.0K0.00%
Brown Advisory Inc6,927$250.0K0.00%
Atom Investors LP6,446$233.0K0.06%
Coho Partners, Ltd.6,000$217.0K0.00%
Hayden Royal, LLC5,782$209.0K0.49%
New World Advisors LLC5,780$209.0K0.10%
FDx Advisors, Inc.5,686$205.0K0.01%
Amundi3,982$127.0K0.00%
Patriot Financial Group Insurance Agency, LLC1,754$63.0K0.01%
Group One Trading, L.P.656$24.0K0.00%
Atwood & Palmer Inc300$11.0K0.00%
Federation des caisses Desjardins du Quebec300$10.8K0.00%
Covestor Ltd14$1.00K0.00%
McDonald Partners LLC10$3610.00%
Absolute Capital Management, LLC10$3610.00%

Sold out (16)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (2)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc23,600$786.0K
BBVA USA1,134$38.0K