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 |
|---|---|---|---|---|---|
| Algert Global LLC | 13,189 | $354.0K | 0.02% | −10,974−45.4% | Reduced |
| Bayesian Capital Management, LP | 13,100 | $351.0K | 0.05% | +13,100 | New |
| Public Employees Retirement Association of Colorado | 12,816 | $344.0K | 0.00% | −698−5.2% | Reduced |
| Handelsbanken Fonder AB | 12,800 | $343.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,244 | $329.0K | 0.04% | +12,244 | New |
| The PNC Financial Services Group, Inc. | 12,111 | $324.0K | 0.00% | −223−1.8% | Reduced |
| Simplex Trading, LLC | 12,014 | $322.0K | 0.01% | +12,014 | New |
| Janus Henderson Group PLC | 11,848 | $318.0K | 0.00% | +9+0.1% | Added |
| Teacher Retirement System of Texas | 11,798 | $317.0K | 0.00% | +1,196+11.3% | Added |
| US Bancorp | 10,662 | $286.0K | 0.00% | −54−0.5% | Reduced |
| Oberweis Asset Management Inc | 9,400 | $252.0K | 0.05% | +2,000+27.0% | Added |
| STRS Ohio | 9,300 | $249.0K | 0.00% | −1,700−15.5% | Reduced |
| ProShare Advisors LLC | 8,891 | $239.0K | 0.00% | −1,465−14.1% | Reduced |
| Brinker Capital Investments, LLC | 8,827 | $237.0K | 0.00% | −5,140−36.8% | Reduced |
| Raymond James & Associates | 8,504 | $228.0K | 0.00% | −1,400−14.1% | Reduced |
| Barclays PLC | 8,474 | $226.0K | 0.00% | +8,474 | New |
| 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 |
| Occudo Quantitative Strategies LP | 7,837 | $210.0K | 0.02% | −1,380−15.0% | Reduced |
| Amalgamated Bank | 7,732 | $207.0K | 0.00% | −579−7.0% | Reduced |
| Amalgamated Financial Corp. | 7,732 | $207.0K | 0.00% | +7,732 | New |
| Paloma Partners Management Co | 7,517 | $202.0K | 0.02% | +7,517 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $196.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,600 | $123.0K | 0.00% | −16,515−78.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,476 | $120.0K | 0.00% | +1,484+49.6% | Added |
| Amundi | 3,982 | $101.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,689 | $98.0K | 0.00% | +53+1.5% | Added |
| 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 |
| Royal Bank of Canada | 3,032 | $82.0K | 0.00% | −7,919−72.3% | Reduced |
| Metropolitan Life Insurance Co | 2,985 | $80.1K | 0.00% | −10,010−77.0% | Reduced |
| Great West Life Assurance Co | 2,760 | $79.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,190 | $59.0K | 0.00% | −210−8.8% | Reduced |
| HHM Wealth Advisors, LLC | 2,140 | $57.0K | 0.01% | +2,140 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $47.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,400 | $38.0K | 0.00% | +744+113.4% | Added |
| Eagle Bay Advisors LLC | 1,047 | $28.0K | 0.02% | +7+0.7% | Added |
| Leonteq Securities AG | 632 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 115 | $3.00K | 0.00% | +35+43.8% | Added |
| Global Retirement Partners, LLC | 80 | $2.00K | 0.00% | +80 | New |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | +87 | New |
| 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 |
| 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 |