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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 12,995 | $469.2K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $462.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,500 | $451.4K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,334 | $445.0K | 0.00% | +2,620+27.0% | Added |
| Janus Henderson Group PLC | 11,839 | $427.0K | 0.00% | +11,839 | New |
| STRS Ohio | 11,000 | $397.0K | 0.00% | +11,000 | New |
| Royal Bank of Canada | 10,951 | $396.0K | 0.00% | +5,727+109.6% | Added |
| US Bancorp | 10,716 | $387.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,602 | $383.0K | 0.00% | +3,961+59.6% | Added |
| ProShare Advisors LLC | 10,356 | $373.0K | 0.00% | +4,358+72.7% | Added |
| Cubist Systematic Strategies, LLC | 9,960 | $360.0K | 0.00% | −56,780−85.1% | Reduced |
| Raymond James & Associates | 9,904 | $358.0K | 0.00% | +406+4.3% | Added |
| Advisors Asset Management, Inc. | 9,405 | $339.6K | 0.00% | −46−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 9,217 | $333.0K | 0.03% | +9,217 | 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 |
| Voloridge Investment Management, LLC | 8,209 | $296.0K | 0.00% | +8,209 | New |
| Virginia Retirement Systems Et Al | 8,100 | $292.0K | 0.00% | +8,100 | New |
| M&T Bank Corp | 7,695 | $278.0K | 0.00% | −1,131−12.8% | Reduced |
| Oberweis Asset Management Inc | 7,400 | $267.0K | 0.05% | +1,000+15.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $264.0K | 0.00% | +2,291+45.6% | Added |
| Brown Advisory Inc | 6,927 | $250.0K | 0.00% | +6,927 | New |
| Atom Investors LP | 6,446 | $233.0K | 0.06% | +6,446 | New |
| State Board of Administration of Florida Retirement System | 6,209 | $224.0K | 0.00% | +145+2.4% | Added |
| Coho Partners, Ltd. | 6,000 | $217.0K | 0.00% | +6,000 | 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 |
| FDx Advisors, Inc. | 5,686 | $205.0K | 0.01% | +5,686 | New |
| SG Americas Securities, LLC | 4,437 | $160.0K | 0.00% | −13,000−74.6% | Reduced |
| New Vernon Investment Management LLC | 4,209 | $152.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| Amundi | 3,982 | $127.0K | 0.00% | +3,982 | New |
| Tower Research Capital LLC (TRC) | 2,992 | $108.0K | 0.00% | −6,138−67.2% | Reduced |
| Great West Life Assurance Co | 2,760 | $99.0K | 0.00% | +573+26.2% | Added |
| Pinz Capital Management, LP | 2,100 | $76.0K | 0.03% | −76,742−97.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,400 | $73.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,925 | $70.0K | 0.01% | −3,668−65.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $63.0K | 0.01% | +1,754 | New |
| Eagle Bay Advisors LLC | 1,040 | $38.0K | 0.02% | +288+38.3% | Added |
| Group One Trading, L.P. | 656 | $24.0K | 0.00% | +656 | New |
| Leonteq Securities AG | 632 | $22.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 300 | $11.0K | 0.00% | +300 | New |
| Federation des caisses Desjardins du Quebec | 300 | $10.8K | 0.00% | +300 | New |
| Captrust Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| McDonald Partners LLC | 10 | $361 | 0.00% | +10 | New |
| Absolute Capital Management, LLC | 10 | $361 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 11 | $0 | 0.00% | −126−92.0% | Reduced |
| 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 |