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, Q1 2022
Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2022. 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
- 148
- −3 vs. Q4 2021
- Shares held
- 53.1M
- +502.4K (+1.0%) vs. Q4 2021
- Total value
- $1.42B
- −$472.1M (−24.9%) vs. Q4 2021
- New holders
- 21
- 60 more added
- Sold out
- 24
- 44 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,449,663 | $146.2M | 0.01% | +629,228+13.1% | Added |
| FMR LLC | 5,274,478 | $141.5M | 0.01% | +156,269+3.1% | Added |
| Bamco Inc | 3,780,722 | $101.4M | 0.25% | −53,355−1.4% | Reduced |
| Champlain Investment Partners, LLC | 3,191,165 | $85.6M | 0.44% | +505,635+18.8% | Added |
| BlackRock Inc. | 3,169,133 | $85.0M | 0.00% | −69,214−2.1% | Reduced |
| Vanguard Group Inc | 2,608,854 | $70.0M | 0.00% | −2,346,165−47.3% | Reduced |
| Invesco Ltd. | 1,975,477 | $53.0M | 0.01% | −12,199−0.6% | Reduced |
| Aristotle Capital Boston, LLC | 1,295,721 | $34.8M | 0.88% | +277,233+27.2% | Added |
| Venator Management LLC | 1,262,125 | $33.9M | 10.78% | +5,130+0.4% | Added |
| Guardian Point Capital, LP | 1,260,000 | $33.8M | 12.34% | +10,000+0.8% | Added |
| Emerald Advisers, LLC | 1,184,696 | $31.8M | 1.21% | +114,030+10.7% | Added |
| Loomis Sayles & Co L P | 1,097,313 | $29.4M | 0.04% | −20,932−1.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,086,689 | $29.2M | 1.29% | −110,557−9.2% | Reduced |
| Westfield Capital Management Co LP | 994,644 | $26.7M | 0.17% | −22,244−2.2% | Reduced |
| Driehaus Capital Management LLC | 956,950 | $25.7M | 0.32% | −126,067−11.6% | Reduced |
| State Street Corp | 953,517 | $25.6M | 0.00% | +40,779+4.5% | Added |
| Bank of New York Mellon Corp | 922,290 | $24.7M | 0.00% | −164,498−15.1% | Reduced |
| Geode Capital Management, LLC | 916,106 | $24.6M | 0.00% | +35,586+4.0% | Added |
| Rockefeller Capital Management L.P. | 861,581 | $23.1M | 0.11% | +171,985+24.9% | Added |
| Goldman Sachs Group Inc | 804,394 | $21.6M | 0.01% | −189,410−19.1% | Reduced |
| Nuveen Asset Management, LLC | 739,522 | $20.1M | 0.01% | +14,310+2.0% | Added |
| Peregrine Capital Management LLC | 673,266 | $18.1M | 0.43% | +77,558+13.0% | Added |
| Confluence Investment Management LLC | 593,851 | $15.9M | 0.22% | −16,994−2.8% | Reduced |
| Ci Investments Inc. | 576,130 | $15.5M | 0.06% | −100,000−14.8% | Reduced |
| Davenport & Co LLC | 561,324 | $15.1M | 0.11% | +24,786+4.6% | Added |
| HRT Financial LP | 540,208 | $14.5M | 0.10% | +540,208 | New |
| State of Wisconsin Investment Board | 533,600 | $14.3M | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 487,670 | $13.1M | 0.22% | 00.0% | Unchanged |
| Northern Trust Corp | 463,133 | $12.4M | 0.00% | −29,500−6.0% | Reduced |
| Clearbridge Investments, LLC | 455,692 | $12.2M | 0.01% | +4,435+1.0% | Added |
| Citadel Advisors LLC | 450,200 | $12.1M | 0.01% | +354,767+371.7% | Added |
| Islet Management, LP | 400,000 | $10.7M | 1.33% | 00.0% | Unchanged |
| Millennium Management LLC | 388,921 | $10.4M | 0.01% | +266,373+217.4% | Added |
| Charles Schwab Investment Management Inc | 376,297 | $10.1M | 0.00% | +11,918+3.3% | Added |
| Toscafund Asset Management LLP | 353,801 | $9.49M | 6.47% | +101,416+40.2% | Added |
| Point72 Asset Management, L.P. | 341,800 | $9.17M | 0.04% | +117,580+52.4% | Added |
| Kennedy Capital Management, Inc. | 327,181 | $8.78M | 0.21% | +3,926+1.2% | Added |
| Full18 Capital LLC | 305,176 | $8.60M | 1.98% | +252,433+478.6% | Added |
| Natixis | 281,300 | $7.55M | 0.03% | +281,300 | New |
| Franklin Resources Inc | 272,826 | $7.32M | 0.00% | +42,746+18.6% | Added |
| SEI Investments Co | 267,327 | $7.17M | 0.01% | +63,285+31.0% | Added |
| Balyasny Asset Management LLC | 249,082 | $6.68M | 0.03% | +225,792+969.5% | Added |
| Manufacturers Life Insurance Company, The | 214,457 | $5.75M | 0.00% | −87,715−29.0% | Reduced |
| Thrivent Financial for Lutherans | 213,302 | $5.72M | 0.01% | +213,302 | New |
| Macquarie Group Ltd | 209,054 | $5.61M | 0.01% | +29,370+16.3% | Added |
| Calamos Advisors LLC | 190,319 | $5.11M | 0.02% | −65,265−25.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 189,382 | $5.08M | 0.02% | −36,551−16.2% | Reduced |
| Royce & Associates LP | 181,300 | $4.86M | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 179,574 | $4.82M | 0.00% | +15,108+9.2% | Added |
| Jane Street Group, LLC | 167,843 | $4.50M | 0.01% | +167,843 | New |
| Gilder Gagnon Howe & Co LLC | 157,904 | $4.24M | 0.04% | −40,173−20.3% | Reduced |
| Otter Creek Advisors, LLC | 147,652 | $3.96M | 3.54% | +12,410+9.2% | Added |
| D. E. Shaw & Co., Inc. | 145,649 | $3.91M | 0.01% | +4,505+3.2% | Added |
| Russell Investments Group, Ltd. | 139,090 | $3.73M | 0.01% | −27,654−16.6% | Reduced |
| Swiss National Bank | 134,600 | $3.61M | 0.00% | +12,800+10.5% | Added |
| Principal Financial Group Inc | 125,206 | $3.36M | 0.00% | +604+0.5% | Added |
| Fiera Capital Corp | 120,469 | $3.23M | 0.01% | −3,928−3.2% | Reduced |
| Morgan Stanley | 84,941 | $2.28M | 0.00% | −59,886−41.4% | Reduced |
| Brookfield Asset Management Inc. | 76,566 | $2.05M | 0.01% | +10,357+15.6% | Added |
| Ergoteles LLC | 70,134 | $1.88M | 0.07% | +70,134 | New |
| California State Teachers Retirement System | 68,714 | $1.84M | 0.00% | −3,732−5.2% | Reduced |
| Two Sigma Investments, LP | 64,008 | $1.72M | 0.01% | +26,931+72.6% | Added |
| Cubist Systematic Strategies, LLC | 58,252 | $1.56M | 0.01% | +48,292+484.9% | Added |
| ExodusPoint Capital Management, LP | 58,036 | $1.56M | 0.02% | +58,036 | New |
| Marshall Wace, LLP | 51,684 | $1.39M | 0.00% | +51,684 | New |
| Alliancebernstein L.P. | 51,500 | $1.38M | 0.00% | +8,400+19.5% | Added |
| Pathway Financial Advisors LLC | 50,929 | $1.37M | 0.51% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 50,642 | $1.36M | 0.00% | +779+1.6% | Added |
| Parametric Portfolio Associates LLC | 50,070 | $1.34M | 0.00% | +1,200+2.5% | Added |
| Rhumbline Advisers | 47,270 | $1.27M | 0.00% | +3,847+8.9% | Added |
| Credit Suisse AG | 46,562 | $1.25M | 0.00% | +4,932+11.8% | Added |
| Financial Advisory Group | 45,409 | $1.22M | 0.24% | 00.0% | Unchanged |
| MAI Capital Management | 43,785 | $1.18M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 43,643 | $1.17M | 0.00% | −11,681−21.1% | Reduced |
| Cna Financial Corp | 39,853 | $1.07M | 0.33% | −3,097−7.2% | Reduced |
| Renaissance Technologies LLC | 39,400 | $1.06M | 0.00% | +39,400 | New |
| JPMorgan Chase & Co | 38,271 | $1.03M | 0.00% | −25,514−40.0% | Reduced |
| Squarepoint Ops LLC | 37,526 | $1.01M | 0.01% | +14,904+65.9% | Added |
| New York State Common Retirement Fund | 33,323 | $894.0K | 0.00% | +57+0.2% | Added |
| Susquehanna International Group, LLP | 33,061 | $887.0K | 0.00% | +5,455+19.8% | Added |
| ArrowMark Colorado Holdings LLC | 32,098 | $861.0K | 0.01% | +1,272+4.1% | Added |
| Deutsche Bank AG | 30,229 | $811.0K | 0.00% | −3,001−9.0% | Reduced |
| Engineers Gate Manager LP | 30,104 | $808.0K | 0.03% | +15,968+113.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $685.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 24,608 | $660.2K | 0.00% | +8,536+53.1% | Added |
| GWM Advisors LLC | 23,600 | $633.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 23,538 | $632.0K | 0.00% | −1,656−6.6% | Reduced |
| Dimensional Fund Advisors LP | 22,298 | $598.0K | 0.00% | −70,706−76.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,000 | $563.0K | 0.01% | +21,000 | New |
| HB Wealth Management, LLC | 20,224 | $543.0K | 0.01% | +20,224 | New |
| Graham Capital Management, L.P. | 20,170 | $541.0K | 0.02% | +20,170 | New |
| Legal & General Group Plc | 19,700 | $528.0K | 0.00% | +550+2.9% | Added |
| Envestnet Asset Management Inc | 19,083 | $512.0K | 0.00% | +3,086+19.3% | Added |
| Voya Investment Management LLC | 18,874 | $506.0K | 0.00% | +491+2.7% | Added |
| Diversified Trust Co | 18,425 | $494.0K | 0.02% | +4,705+34.3% | Added |
| LPL Financial LLC | 18,129 | $486.0K | 0.00% | −967−5.1% | Reduced |
| Arizona State Retirement System | 15,390 | $413.0K | 0.00% | +547+3.7% | Added |
| Sutton Wealth Advisors Inc. | 14,500 | $389.0K | 0.13% | +2,000+16.0% | Added |
| Running Point Capital Advisors, LLC | 14,202 | $381.0K | 0.22% | +14,202 | New |
| New World Advisors LLC | 15,780 | $364.0K | 0.19% | +10,000+173.0% | Added |