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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 181,300 | $4.86M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 189,382 | $5.08M | 0.02% | −36,551−16.2% | Reduced |
| Calamos Advisors LLC | 190,319 | $5.11M | 0.02% | −65,265−25.5% | Reduced |
| Macquarie Group Ltd | 209,054 | $5.61M | 0.01% | +29,370+16.3% | Added |
| Thrivent Financial for Lutherans | 213,302 | $5.72M | 0.01% | +213,302 | New |
| Manufacturers Life Insurance Company, The | 214,457 | $5.75M | 0.00% | −87,715−29.0% | Reduced |
| Balyasny Asset Management LLC | 249,082 | $6.68M | 0.03% | +225,792+969.5% | Added |
| SEI Investments Co | 267,327 | $7.17M | 0.01% | +63,285+31.0% | Added |
| Franklin Resources Inc | 272,826 | $7.32M | 0.00% | +42,746+18.6% | Added |
| Natixis | 281,300 | $7.55M | 0.03% | +281,300 | New |
| Full18 Capital LLC | 305,176 | $8.60M | 1.98% | +252,433+478.6% | Added |
| Kennedy Capital Management, Inc. | 327,181 | $8.78M | 0.21% | +3,926+1.2% | Added |
| Point72 Asset Management, L.P. | 341,800 | $9.17M | 0.04% | +117,580+52.4% | Added |
| Toscafund Asset Management LLP | 353,801 | $9.49M | 6.47% | +101,416+40.2% | Added |
| Charles Schwab Investment Management Inc | 376,297 | $10.1M | 0.00% | +11,918+3.3% | Added |
| Millennium Management LLC | 388,921 | $10.4M | 0.01% | +266,373+217.4% | Added |
| Islet Management, LP | 400,000 | $10.7M | 1.33% | 00.0% | Unchanged |
| Citadel Advisors LLC | 450,200 | $12.1M | 0.01% | +354,767+371.7% | Added |
| Clearbridge Investments, LLC | 455,692 | $12.2M | 0.01% | +4,435+1.0% | Added |
| Northern Trust Corp | 463,133 | $12.4M | 0.00% | −29,500−6.0% | Reduced |
| Kornitzer Capital Management Inc | 487,670 | $13.1M | 0.22% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 533,600 | $14.3M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 540,208 | $14.5M | 0.10% | +540,208 | New |
| Davenport & Co LLC | 561,324 | $15.1M | 0.11% | +24,786+4.6% | Added |
| Ci Investments Inc. | 576,130 | $15.5M | 0.06% | −100,000−14.8% | Reduced |
| Confluence Investment Management LLC | 593,851 | $15.9M | 0.22% | −16,994−2.8% | Reduced |
| Peregrine Capital Management LLC | 673,266 | $18.1M | 0.43% | +77,558+13.0% | Added |
| Nuveen Asset Management, LLC | 739,522 | $20.1M | 0.01% | +14,310+2.0% | Added |
| Goldman Sachs Group Inc | 804,394 | $21.6M | 0.01% | −189,410−19.1% | Reduced |
| Rockefeller Capital Management L.P. | 861,581 | $23.1M | 0.11% | +171,985+24.9% | Added |
| Geode Capital Management, LLC | 916,106 | $24.6M | 0.00% | +35,586+4.0% | Added |
| Bank of New York Mellon Corp | 922,290 | $24.7M | 0.00% | −164,498−15.1% | Reduced |
| State Street Corp | 953,517 | $25.6M | 0.00% | +40,779+4.5% | Added |
| Driehaus Capital Management LLC | 956,950 | $25.7M | 0.32% | −126,067−11.6% | Reduced |
| Westfield Capital Management Co LP | 994,644 | $26.7M | 0.17% | −22,244−2.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,086,689 | $29.2M | 1.29% | −110,557−9.2% | Reduced |
| Loomis Sayles & Co L P | 1,097,313 | $29.4M | 0.04% | −20,932−1.9% | Reduced |
| Emerald Advisers, LLC | 1,184,696 | $31.8M | 1.21% | +114,030+10.7% | Added |
| Guardian Point Capital, LP | 1,260,000 | $33.8M | 12.34% | +10,000+0.8% | Added |
| Venator Management LLC | 1,262,125 | $33.9M | 10.78% | +5,130+0.4% | Added |
| Aristotle Capital Boston, LLC | 1,295,721 | $34.8M | 0.88% | +277,233+27.2% | Added |
| Invesco Ltd. | 1,975,477 | $53.0M | 0.01% | −12,199−0.6% | Reduced |
| Vanguard Group Inc | 2,608,854 | $70.0M | 0.00% | −2,346,165−47.3% | Reduced |
| BlackRock Inc. | 3,169,133 | $85.0M | 0.00% | −69,214−2.1% | Reduced |
| Champlain Investment Partners, LLC | 3,191,165 | $85.6M | 0.44% | +505,635+18.8% | Added |
| Bamco Inc | 3,780,722 | $101.4M | 0.25% | −53,355−1.4% | Reduced |
| FMR LLC | 5,274,478 | $141.5M | 0.01% | +156,269+3.1% | Added |
| Price T Rowe Associates Inc | 5,449,663 | $146.2M | 0.01% | +629,228+13.1% | Added |
| American Century Companies Inc | 0 | $0 | 0.00% | −364,308−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −81,971−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −72,612−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −39,839−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −24,658−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −19,848−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −16,850−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,209−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Coho Partners, Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,686−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hayden Royal, LLC | – | – | – | – | Not filed |