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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 11 | $0 | 0.00% | −126−92.0% | Reduced |
| McDonald Partners LLC | 10 | $361 | 0.00% | +10 | New |
| Absolute Capital Management, LLC | 10 | $361 | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $1.00K | 0.00% | +14 | New |
| Captrust Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $10.8K | 0.00% | +300 | New |
| Atwood & Palmer Inc | 300 | $11.0K | 0.00% | +300 | New |
| Northwestern Mutual Wealth Management Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 632 | $22.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 656 | $24.0K | 0.00% | +656 | New |
| Eagle Bay Advisors LLC | 1,040 | $38.0K | 0.02% | +288+38.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $63.0K | 0.01% | +1,754 | New |
| Point72 Hong Kong Ltd | 1,925 | $70.0K | 0.01% | −3,668−65.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,400 | $73.0K | 0.00% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 2,100 | $76.0K | 0.03% | −76,742−97.3% | Reduced |
| Great West Life Assurance Co | 2,760 | $99.0K | 0.00% | +573+26.2% | Added |
| Tower Research Capital LLC (TRC) | 2,992 | $108.0K | 0.00% | −6,138−67.2% | Reduced |
| Amundi | 3,982 | $127.0K | 0.00% | +3,982 | New |
| Ameritas Investment Partners, Inc. | 3,625 | $131.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,636 | $131.0K | 0.00% | +105+3.0% | Added |
| New Vernon Investment Management LLC | 4,209 | $152.0K | 0.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,437 | $160.0K | 0.00% | −13,000−74.6% | Reduced |
| FDx Advisors, Inc. | 5,686 | $205.0K | 0.01% | +5,686 | New |
| Hayden Royal, LLC | 5,782 | $209.0K | 0.49% | +5,782 | New |
| New World Advisors LLC | 5,780 | $209.0K | 0.10% | +5,780 | New |
| Coho Partners, Ltd. | 6,000 | $217.0K | 0.00% | +6,000 | New |
| State Board of Administration of Florida Retirement System | 6,209 | $224.0K | 0.00% | +145+2.4% | Added |
| Atom Investors LP | 6,446 | $233.0K | 0.06% | +6,446 | New |
| Brown Advisory Inc | 6,927 | $250.0K | 0.00% | +6,927 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $264.0K | 0.00% | +2,291+45.6% | Added |
| Oberweis Asset Management Inc | 7,400 | $267.0K | 0.05% | +1,000+15.6% | Added |
| M&T Bank Corp | 7,695 | $278.0K | 0.00% | −1,131−12.8% | Reduced |
| Virginia Retirement Systems Et Al | 8,100 | $292.0K | 0.00% | +8,100 | New |
| Voloridge Investment Management, LLC | 8,209 | $296.0K | 0.00% | +8,209 | New |
| Amalgamated Bank | 8,311 | $300.0K | 0.00% | −15−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 8,300 | $300.0K | 0.00% | +8,300 | New |
| Occudo Quantitative Strategies LP | 9,217 | $333.0K | 0.03% | +9,217 | New |
| Advisors Asset Management, Inc. | 9,405 | $339.6K | 0.00% | −46−0.5% | Reduced |
| Raymond James & Associates | 9,904 | $358.0K | 0.00% | +406+4.3% | Added |
| Cubist Systematic Strategies, LLC | 9,960 | $360.0K | 0.00% | −56,780−85.1% | Reduced |
| ProShare Advisors LLC | 10,356 | $373.0K | 0.00% | +4,358+72.7% | Added |
| Teacher Retirement System of Texas | 10,602 | $383.0K | 0.00% | +3,961+59.6% | Added |
| US Bancorp | 10,716 | $387.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,951 | $396.0K | 0.00% | +5,727+109.6% | Added |
| STRS Ohio | 11,000 | $397.0K | 0.00% | +11,000 | New |
| Janus Henderson Group PLC | 11,839 | $427.0K | 0.00% | +11,839 | New |
| The PNC Financial Services Group, Inc. | 12,334 | $445.0K | 0.00% | +2,620+27.0% | Added |
| Sutton Wealth Advisors Inc. | 12,500 | $451.4K | 0.15% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $462.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,995 | $469.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,514 | $488.0K | 0.00% | +13,514 | New |
| Diversified Trust Co | 13,720 | $495.0K | 0.02% | +1,980+16.9% | Added |
| Brinker Capital Investments, LLC | 13,967 | $504.0K | 0.01% | +13,967 | New |
| Engineers Gate Manager LP | 14,136 | $510.0K | 0.02% | +14,136 | New |
| Citigroup Inc | 14,551 | $525.0K | 0.00% | +8,038+123.4% | Added |
| Arizona State Retirement System | 14,843 | $536.0K | 0.00% | +3,421+30.0% | Added |
| Envestnet Asset Management Inc | 15,997 | $578.0K | 0.00% | +3,839+31.6% | Added |
| MetLife Investment Management | 16,072 | $580.4K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,240 | $586.0K | 0.00% | +16,240 | New |
| Toth Financial Advisory Corp | 16,850 | $608.0K | 0.08% | +8,425+100.0% | Added |
| Voya Investment Management LLC | 18,383 | $664.0K | 0.00% | +461+2.6% | Added |
| LPL Financial LLC | 19,096 | $690.0K | 0.00% | +889+4.9% | Added |
| Legal & General Group Plc | 19,150 | $692.0K | 0.00% | +868+4.7% | Added |
| FIL Ltd | 19,848 | $717.0K | 0.00% | +19,848 | New |
| UBS Group AG | 21,115 | $762.0K | 0.00% | +18,103+601.0% | Added |
| Squarepoint Ops LLC | 22,622 | $817.0K | 0.00% | +22,622 | New |
| Balyasny Asset Management LLC | 23,290 | $841.0K | 0.00% | −10,858−31.8% | Reduced |
| GWM Advisors LLC | 23,600 | $852.0K | 0.01% | +23,600 | New |
| Algert Global LLC | 24,163 | $873.0K | 0.11% | −1,020−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 24,658 | $890.0K | 0.03% | +24,658 | New |
| American International Group, Inc. | 25,194 | $910.0K | 0.00% | −426−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $922.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,606 | $997.0K | 0.00% | +18,140+191.6% | Added |
| ArrowMark Colorado Holdings LLC | 30,826 | $1.11M | 0.01% | −234,199−88.4% | Reduced |
| Deutsche Bank AG | 33,230 | $1.20M | 0.00% | −28,513−46.2% | Reduced |
| New York State Common Retirement Fund | 33,266 | $1.20M | 0.00% | −27−0.1% | Reduced |
| Two Sigma Investments, LP | 37,077 | $1.34M | 0.00% | −18,523−33.3% | Reduced |
| PFS Investments Inc. | 39,839 | $1.44M | 0.03% | +6,668+20.1% | Added |
| Credit Suisse AG | 41,630 | $1.50M | 0.00% | +7,056+20.4% | Added |
| Cna Financial Corp | 42,950 | $1.55M | 0.41% | −7,402−14.7% | Reduced |
| Pathway Financial Advisors LLC | 50,929 | $1.55M | 0.55% | +50,929 | New |
| Alliancebernstein L.P. | 43,100 | $1.56M | 0.00% | +2,800+6.9% | Added |
| Rhumbline Advisers | 43,423 | $1.57M | 0.00% | +267+0.6% | Added |
| MAI Capital Management | 43,785 | $1.58M | 0.03% | −1,761−3.9% | Reduced |
| Financial Advisory Group | 45,409 | $1.64M | 0.32% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 48,870 | $1.76M | 0.00% | −33,146−40.4% | Reduced |
| UBS Asset Management Americas Inc | 49,863 | $1.80M | 0.00% | +8,891+21.7% | Added |
| Full18 Capital LLC | 52,743 | $1.93M | 0.82% | −10,957−17.2% | Reduced |
| Wells Fargo & Company | 55,324 | $2.00M | 0.00% | +24,471+79.3% | Added |
| JPMorgan Chase & Co | 63,785 | $2.30M | 0.00% | +11,015+20.9% | Added |
| Brookfield Asset Management Inc. | 66,209 | $2.39M | 0.01% | +66,209 | New |
| California State Teachers Retirement System | 72,446 | $2.62M | 0.00% | +2,013+2.9% | Added |
| State of New Jersey Common Pension Fund D | 72,612 | $2.62M | 0.01% | +72,612 | New |
| First Trust Advisors LP | 81,971 | $2.96M | 0.00% | +81,971 | New |
| Dimensional Fund Advisors LP | 93,004 | $3.36M | 0.00% | +57,175+159.6% | Added |
| Citadel Advisors LLC | 95,433 | $3.45M | 0.00% | −81,202−46.0% | Reduced |
| Ghisallo Capital Management LLC | 101,000 | $3.65M | 0.18% | −107,000−51.4% | Reduced |
| Swiss National Bank | 121,800 | $4.40M | 0.00% | 00.0% | Unchanged |