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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 122,548 | $4.42M | 0.00% | −109,575−47.2% | Reduced |
| Fiera Capital Corp | 124,397 | $4.49M | 0.01% | +124,397 | New |
| Principal Financial Group Inc | 124,602 | $4.50M | 0.00% | +83,271+201.5% | Added |
| Otter Creek Advisors, LLC | 135,242 | $4.88M | 4.58% | −95,136−41.3% | Reduced |
| D. E. Shaw & Co., Inc. | 141,144 | $5.10M | 0.01% | +78,976+127.0% | Added |
| Morgan Stanley | 144,827 | $5.23M | 0.00% | −2,179−1.5% | Reduced |
| Bank of America Corp | 164,466 | $5.94M | 0.00% | −22,687−12.1% | Reduced |
| Russell Investments Group, Ltd. | 166,744 | $6.02M | 0.01% | +52,137+45.5% | Added |
| Macquarie Group Ltd | 179,684 | $6.49M | 0.01% | +65,727+57.7% | Added |
| Royce & Associates LP | 181,300 | $6.55M | 0.05% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 198,077 | $7.15M | 0.04% | −783−0.4% | Reduced |
| SEI Investments Co | 204,042 | $7.37M | 0.01% | −31,288−13.3% | Reduced |
| Point72 Asset Management, L.P. | 224,220 | $8.10M | 0.04% | +27,220+13.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 225,933 | $8.16M | 0.04% | −14,278−5.9% | Reduced |
| Franklin Resources Inc | 230,080 | $8.31M | 0.00% | +850.0% | Added |
| Agf Investments Inc. | 240,000 | $8.67M | 0.06% | 00.0% | Unchanged |
| Toscafund Asset Management LLP | 252,385 | $9.11M | 7.88% | −14,215−5.3% | Reduced |
| Calamos Advisors LLC | 255,584 | $9.23M | 0.04% | +52,356+25.8% | Added |
| Manufacturers Life Insurance Company, The | 302,172 | $10.9M | 0.01% | +8,227+2.8% | Added |
| Kennedy Capital Management, Inc. | 323,255 | $11.7M | 0.25% | −16,935−5.0% | Reduced |
| American Century Companies Inc | 364,308 | $13.2M | 0.01% | +20,137+5.9% | Added |
| Charles Schwab Investment Management Inc | 364,379 | $13.2M | 0.00% | +16,781+4.8% | Added |
| Islet Management, LP | 400,000 | $14.4M | 0.80% | −100,000−20.0% | Reduced |
| Clearbridge Investments, LLC | 451,257 | $16.3M | 0.01% | −82,630−15.5% | Reduced |
| Kornitzer Capital Management Inc | 487,670 | $17.6M | 0.26% | 00.0% | Unchanged |
| Northern Trust Corp | 492,633 | $17.8M | 0.00% | +11,492+2.4% | Added |
| State of Wisconsin Investment Board | 533,600 | $19.3M | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 536,538 | $19.4M | 0.13% | −4,558−0.8% | Reduced |
| Peregrine Capital Management LLC | 595,708 | $21.5M | 0.43% | +15,565+2.7% | Added |
| Confluence Investment Management LLC | 610,845 | $22.1M | 0.29% | −136,645−18.3% | Reduced |
| Ci Investments Inc. | 676,130 | $24.4M | 0.08% | −43,900−6.1% | Reduced |
| Nuveen Asset Management, LLC | 725,212 | $24.6M | 0.01% | −267,748−27.0% | Reduced |
| Rockefeller Capital Management L.P. | 689,596 | $24.9M | 0.12% | +145,346+26.7% | Added |
| Geode Capital Management, LLC | 880,520 | $31.8M | 0.00% | +42,511+5.1% | Added |
| State Street Corp | 912,738 | $33.0M | 0.00% | +50,229+5.8% | Added |
| Goldman Sachs Group Inc | 993,804 | $35.9M | 0.01% | −435,709−30.5% | Reduced |
| Westfield Capital Management Co LP | 1,016,888 | $36.7M | 0.22% | +106,345+11.7% | Added |
| Aristotle Capital Boston, LLC | 1,018,488 | $36.8M | 0.86% | −24,763−2.4% | Reduced |
| Emerald Advisers, LLC | 1,070,666 | $38.7M | 1.43% | −37,303−3.4% | Reduced |
| Driehaus Capital Management LLC | 1,083,017 | $39.1M | 0.40% | +97,603+9.9% | Added |
| Bank of New York Mellon Corp | 1,086,788 | $39.2M | 0.01% | −59,173−5.2% | Reduced |
| Loomis Sayles & Co L P | 1,118,245 | $40.4M | 0.05% | −18,390−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,197,246 | $43.2M | 1.52% | −53,910−4.3% | Reduced |
| Guardian Point Capital, LP | 1,250,000 | $45.1M | 10.46% | 00.0% | Unchanged |
| Venator Management LLC | 1,256,995 | $45.4M | 12.41% | −16,975−1.3% | Reduced |
| Invesco Ltd. | 1,987,676 | $71.8M | 0.02% | +35,081+1.8% | Added |
| Champlain Investment Partners, LLC | 2,685,530 | $97.0M | 0.44% | +273,630+11.3% | Added |
| BlackRock Inc. | 3,238,347 | $116.9M | 0.00% | +257,680+8.6% | Added |
| Bamco Inc | 3,834,077 | $138.4M | 0.29% | −54,036−1.4% | Reduced |
| Price T Rowe Associates Inc | 4,820,435 | $174.1M | 0.02% | −50,564−1.0% | Reduced |
| Vanguard Group Inc | 4,955,019 | $178.9M | 0.00% | +1,345,414+37.3% | Added |
| FMR LLC | 5,118,209 | $184.8M | 0.01% | +83,587+1.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −309,163−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −115,078−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −92,900−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −53,452−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −49,588−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −37,768−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,865−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,555−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,359−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |