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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Parallel Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | +87 | New |
| Global Retirement Partners, LLC | 80 | $2.00K | 0.00% | +80 | New |
| Captrust Financial Advisors | 115 | $3.00K | 0.00% | +35+43.8% | Added |
| Atwood & Palmer Inc | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 632 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,047 | $28.0K | 0.02% | +7+0.7% | Added |
| Group One Trading, L.P. | 1,400 | $38.0K | 0.00% | +744+113.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $47.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,140 | $57.0K | 0.01% | +2,140 | New |
| Nisa Investment Advisors, LLC | 2,190 | $59.0K | 0.00% | −210−8.8% | Reduced |
| Great West Life Assurance Co | 2,760 | $79.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,985 | $80.1K | 0.00% | −10,010−77.0% | Reduced |
| Royal Bank of Canada | 3,032 | $82.0K | 0.00% | −7,919−72.3% | Reduced |
| Citigroup Inc | 3,585 | $97.0K | 0.00% | −10,966−75.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,625 | $97.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,689 | $98.0K | 0.00% | +53+1.5% | Added |
| Amundi | 3,982 | $101.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,476 | $120.0K | 0.00% | +1,484+49.6% | Added |
| UBS Group AG | 4,600 | $123.0K | 0.00% | −16,515−78.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $196.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 7,517 | $202.0K | 0.02% | +7,517 | New |
| Amalgamated Bank | 7,732 | $207.0K | 0.00% | −579−7.0% | Reduced |
| Amalgamated Financial Corp. | 7,732 | $207.0K | 0.00% | +7,732 | New |
| Occudo Quantitative Strategies LP | 7,837 | $210.0K | 0.02% | −1,380−15.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,300 | $223.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,283 | $223.0K | 0.00% | +588+7.6% | Added |
| Barclays PLC | 8,474 | $226.0K | 0.00% | +8,474 | New |
| Raymond James & Associates | 8,504 | $228.0K | 0.00% | −1,400−14.1% | Reduced |
| Brinker Capital Investments, LLC | 8,827 | $237.0K | 0.00% | −5,140−36.8% | Reduced |
| ProShare Advisors LLC | 8,891 | $239.0K | 0.00% | −1,465−14.1% | Reduced |
| STRS Ohio | 9,300 | $249.0K | 0.00% | −1,700−15.5% | Reduced |
| Oberweis Asset Management Inc | 9,400 | $252.0K | 0.05% | +2,000+27.0% | Added |
| US Bancorp | 10,662 | $286.0K | 0.00% | −54−0.5% | Reduced |
| Teacher Retirement System of Texas | 11,798 | $317.0K | 0.00% | +1,196+11.3% | Added |
| Janus Henderson Group PLC | 11,848 | $318.0K | 0.00% | +9+0.1% | Added |
| Simplex Trading, LLC | 12,014 | $322.0K | 0.01% | +12,014 | New |
| The PNC Financial Services Group, Inc. | 12,111 | $324.0K | 0.00% | −223−1.8% | Reduced |
| Gsa Capital Partners LLP | 12,244 | $329.0K | 0.04% | +12,244 | New |
| Handelsbanken Fonder AB | 12,800 | $343.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $344.0K | 0.00% | −698−5.2% | Reduced |
| Bayesian Capital Management, LP | 13,100 | $351.0K | 0.05% | +13,100 | New |
| Algert Global LLC | 13,189 | $354.0K | 0.02% | −10,974−45.4% | Reduced |
| New World Advisors LLC | 15,780 | $364.0K | 0.19% | +10,000+173.0% | Added |
| Running Point Capital Advisors, LLC | 14,202 | $381.0K | 0.22% | +14,202 | New |
| Sutton Wealth Advisors Inc. | 14,500 | $389.0K | 0.13% | +2,000+16.0% | Added |
| Arizona State Retirement System | 15,390 | $413.0K | 0.00% | +547+3.7% | Added |
| LPL Financial LLC | 18,129 | $486.0K | 0.00% | −967−5.1% | Reduced |
| Diversified Trust Co | 18,425 | $494.0K | 0.02% | +4,705+34.3% | Added |
| Voya Investment Management LLC | 18,874 | $506.0K | 0.00% | +491+2.7% | Added |
| Envestnet Asset Management Inc | 19,083 | $512.0K | 0.00% | +3,086+19.3% | Added |
| Legal & General Group Plc | 19,700 | $528.0K | 0.00% | +550+2.9% | Added |
| Graham Capital Management, L.P. | 20,170 | $541.0K | 0.02% | +20,170 | New |
| HB Wealth Management, LLC | 20,224 | $543.0K | 0.01% | +20,224 | New |
| Schonfeld Strategic Advisors LLC | 21,000 | $563.0K | 0.01% | +21,000 | New |
| Dimensional Fund Advisors LP | 22,298 | $598.0K | 0.00% | −70,706−76.0% | Reduced |
| American International Group, Inc. | 23,538 | $632.0K | 0.00% | −1,656−6.6% | Reduced |
| GWM Advisors LLC | 23,600 | $633.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 24,608 | $660.2K | 0.00% | +8,536+53.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,520 | $685.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 30,104 | $808.0K | 0.03% | +15,968+113.0% | Added |
| Deutsche Bank AG | 30,229 | $811.0K | 0.00% | −3,001−9.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 32,098 | $861.0K | 0.01% | +1,272+4.1% | Added |
| Susquehanna International Group, LLP | 33,061 | $887.0K | 0.00% | +5,455+19.8% | Added |
| New York State Common Retirement Fund | 33,323 | $894.0K | 0.00% | +57+0.2% | Added |
| Squarepoint Ops LLC | 37,526 | $1.01M | 0.01% | +14,904+65.9% | Added |
| JPMorgan Chase & Co | 38,271 | $1.03M | 0.00% | −25,514−40.0% | Reduced |
| Renaissance Technologies LLC | 39,400 | $1.06M | 0.00% | +39,400 | New |
| Cna Financial Corp | 39,853 | $1.07M | 0.33% | −3,097−7.2% | Reduced |
| Wells Fargo & Company | 43,643 | $1.17M | 0.00% | −11,681−21.1% | Reduced |
| MAI Capital Management | 43,785 | $1.18M | 0.02% | 00.0% | Unchanged |
| Financial Advisory Group | 45,409 | $1.22M | 0.24% | 00.0% | Unchanged |
| Credit Suisse AG | 46,562 | $1.25M | 0.00% | +4,932+11.8% | Added |
| Rhumbline Advisers | 47,270 | $1.27M | 0.00% | +3,847+8.9% | Added |
| Parametric Portfolio Associates LLC | 50,070 | $1.34M | 0.00% | +1,200+2.5% | Added |
| UBS Asset Management Americas Inc | 50,642 | $1.36M | 0.00% | +779+1.6% | Added |
| Pathway Financial Advisors LLC | 50,929 | $1.37M | 0.51% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 51,500 | $1.38M | 0.00% | +8,400+19.5% | Added |
| Marshall Wace, LLP | 51,684 | $1.39M | 0.00% | +51,684 | New |
| ExodusPoint Capital Management, LP | 58,036 | $1.56M | 0.02% | +58,036 | New |
| Cubist Systematic Strategies, LLC | 58,252 | $1.56M | 0.01% | +48,292+484.9% | Added |
| Two Sigma Investments, LP | 64,008 | $1.72M | 0.01% | +26,931+72.6% | Added |
| California State Teachers Retirement System | 68,714 | $1.84M | 0.00% | −3,732−5.2% | Reduced |
| Ergoteles LLC | 70,134 | $1.88M | 0.07% | +70,134 | New |
| Brookfield Asset Management Inc. | 76,566 | $2.05M | 0.01% | +10,357+15.6% | Added |
| Morgan Stanley | 84,941 | $2.28M | 0.00% | −59,886−41.4% | Reduced |
| Fiera Capital Corp | 120,469 | $3.23M | 0.01% | −3,928−3.2% | Reduced |
| Principal Financial Group Inc | 125,206 | $3.36M | 0.00% | +604+0.5% | Added |
| Swiss National Bank | 134,600 | $3.61M | 0.00% | +12,800+10.5% | Added |
| Russell Investments Group, Ltd. | 139,090 | $3.73M | 0.01% | −27,654−16.6% | Reduced |
| D. E. Shaw & Co., Inc. | 145,649 | $3.91M | 0.01% | +4,505+3.2% | Added |
| Otter Creek Advisors, LLC | 147,652 | $3.96M | 3.54% | +12,410+9.2% | Added |
| Gilder Gagnon Howe & Co LLC | 157,904 | $4.24M | 0.04% | −40,173−20.3% | Reduced |
| Jane Street Group, LLC | 167,843 | $4.50M | 0.01% | +167,843 | New |
| Bank of America Corp | 179,574 | $4.82M | 0.00% | +15,108+9.2% | Added |