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, Q2 2022
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 152
- +7 vs. Q1 2022
- Shares held
- 56.4M
- +3.64M (+6.9%) vs. Q1 2022
- Total value
- $1.36B
- −$53.6M (−3.8%) vs. Q1 2022
- New holders
- 32
- 62 more added
- Sold out
- 25
- 39 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,315,328 | $128.4M | 0.02% | −134,335−2.5% | Reduced |
| FMR LLC | 5,303,312 | $128.1M | 0.01% | +28,834+0.5% | Added |
| Vanguard Group Inc | 5,167,494 | $124.8M | 0.00% | +2,558,640+98.1% | Added |
| Bamco Inc | 3,880,722 | $93.7M | 0.30% | +100,000+2.6% | Added |
| BlackRock Inc. | 3,658,232 | $88.3M | 0.00% | +489,099+15.4% | Added |
| Champlain Investment Partners, LLC | 3,450,980 | $83.3M | 0.54% | +259,815+8.1% | Added |
| Invesco Ltd. | 2,024,061 | $48.9M | 0.01% | +48,584+2.5% | Added |
| Aristotle Capital Boston, LLC | 1,515,288 | $36.6M | 1.09% | +219,567+16.9% | Added |
| Guardian Point Capital, LP | 1,250,000 | $30.2M | 16.58% | −10,000−0.8% | Reduced |
| Venator Management LLC | 1,247,441 | $30.1M | 12.45% | −14,684−1.2% | Reduced |
| Emerald Advisers, LLC | 1,135,660 | $27.4M | 1.41% | −49,036−4.1% | Reduced |
| Loomis Sayles & Co L P | 1,091,767 | $26.4M | 0.05% | −5,546−0.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,086,689 | $26.2M | 1.52% | 00.0% | Unchanged |
| State Street Corp | 1,048,282 | $25.3M | 0.00% | +94,765+9.9% | Added |
| Geode Capital Management, LLC | 1,005,556 | $24.3M | 0.00% | +89,450+9.8% | Added |
| Westfield Capital Management Co LP | 985,725 | $23.8M | 0.19% | −8,919−0.9% | Reduced |
| Bank of New York Mellon Corp | 902,375 | $21.8M | 0.00% | −19,915−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 793,010 | $19.1M | 0.10% | −68,571−8.0% | Reduced |
| Nuveen Asset Management, LLC | 786,037 | $19.0M | 0.01% | +46,515+6.3% | Added |
| Point72 Asset Management, L.P. | 765,429 | $18.5M | 0.09% | +423,629+123.9% | Added |
| Janus Henderson Group PLC | 693,988 | $16.8M | 0.01% | +682,140+5,757.4% | Added |
| Peregrine Capital Management LLC | 666,292 | $16.1M | 0.49% | −6,974−1.0% | Reduced |
| Driehaus Capital Management LLC | 640,628 | $15.5M | 0.25% | −316,322−33.1% | Reduced |
| Davenport & Co LLC | 636,924 | $15.4M | 0.13% | +75,600+13.5% | Added |
| Confluence Investment Management LLC | 559,206 | $13.5M | 0.21% | −34,645−5.8% | Reduced |
| Farmer Steven Patrick | 559,206 | $13.5M | 0.21% | +559,206 | New |
| State of Wisconsin Investment Board | 545,296 | $13.2M | 0.03% | +11,696+2.2% | Added |
| Morgan Stanley | 537,048 | $13.0M | 0.00% | +452,107+532.3% | Added |
| Goldman Sachs Group Inc | 535,419 | $12.9M | 0.00% | −268,975−33.4% | Reduced |
| Northern Trust Corp | 529,281 | $12.8M | 0.00% | +66,148+14.3% | Added |
| Ci Investments Inc. | 525,130 | $12.7M | 0.06% | −51,000−8.9% | Reduced |
| Clearbridge Investments, LLC | 484,304 | $11.7M | 0.01% | +28,612+6.3% | Added |
| Tributary Capital Management, LLC | 453,132 | $10.9M | 1.09% | +453,132 | New |
| Westwood Holdings Group Inc. | 443,563 | $10.7M | 0.12% | +443,563 | New |
| Toscafund Asset Management LLP | 443,392 | $10.7M | 15.36% | +89,591+25.3% | Added |
| Charles Schwab Investment Management Inc | 400,239 | $9.67M | 0.00% | +23,942+6.4% | Added |
| Franklin Resources Inc | 363,628 | $8.78M | 0.00% | +90,802+33.3% | Added |
| Kornitzer Capital Management Inc | 348,690 | $8.42M | 0.17% | −138,980−28.5% | Reduced |
| SEI Investments Co | 330,119 | $7.97M | 0.02% | +62,792+23.5% | Added |
| Kennedy Capital Management, Inc. | 325,542 | $7.86M | 0.22% | −1,639−0.5% | Reduced |
| Dimensional Fund Advisors LP | 225,319 | $5.44M | 0.00% | +203,021+910.5% | Added |
| Otter Creek Advisors, LLC | 222,286 | $5.37M | 4.81% | +74,634+50.5% | Added |
| Manufacturers Life Insurance Company, The | 217,972 | $5.26M | 0.00% | +3,515+1.6% | Added |
| Islet Management, LP | 195,272 | $4.72M | 1.36% | −204,728−51.2% | Reduced |
| Bank of America Corp | 170,224 | $4.11M | 0.00% | −9,350−5.2% | Reduced |
| Macquarie Group Ltd | 146,052 | $3.53M | 0.00% | −63,002−30.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 138,696 | $3.35M | 0.02% | −50,686−26.8% | Reduced |
| Swiss National Bank | 134,600 | $3.25M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 119,000 | $2.87M | 0.00% | +79,600+202.0% | Added |
| Marshall Wace, LLP | 116,505 | $2.81M | 0.01% | +64,821+125.4% | Added |
| Millennium Management LLC | 111,255 | $2.69M | 0.00% | −277,666−71.4% | Reduced |
| D. E. Shaw & Co., Inc. | 104,853 | $2.53M | 0.00% | −40,796−28.0% | Reduced |
| State of New Jersey Common Pension Fund D | 97,040 | $2.34M | 0.01% | +97,040 | New |
| Financial Advisory Group | 90,667 | $2.19M | 0.47% | +45,258+99.7% | Added |
| Gilder Gagnon Howe & Co LLC | 85,257 | $2.06M | 0.04% | −72,647−46.0% | Reduced |
| Brookfield Asset Management Inc. | 82,892 | $2.00M | 0.01% | +6,326+8.3% | Added |
| Nicholas Company, Inc. | 74,590 | $1.80M | 0.04% | +74,590 | New |
| California State Teachers Retirement System | 73,501 | $1.77M | 0.00% | +4,787+7.0% | Added |
| JPMorgan Chase & Co | 70,179 | $1.69M | 0.00% | +31,908+83.4% | Added |
| Rhumbline Advisers | 65,424 | $1.58M | 0.00% | +18,154+38.4% | Added |
| Alliancebernstein L.P. | 63,900 | $1.54M | 0.00% | +12,400+24.1% | Added |
| Envestnet Asset Management Inc | 60,944 | $1.47M | 0.00% | +41,861+219.4% | Added |
| ClariVest Asset Management LLC | 60,842 | $1.47M | 0.06% | +60,842 | New |
| Pathway Financial Advisors LLC | 55,929 | $1.35M | 0.56% | +5,000+9.8% | Added |
| UBS Asset Management Americas Inc | 50,642 | $1.22M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,825 | $1.20M | 0.00% | +16,764+50.7% | Added |
| First Trust Advisors LP | 47,419 | $1.15M | 0.00% | +47,419 | New |
| Credit Suisse AG | 46,209 | $1.12M | 0.00% | −353−0.8% | Reduced |
| Citadel Advisors LLC | 44,814 | $1.08M | 0.00% | −405,386−90.0% | Reduced |
| MAI Capital Management | 43,985 | $1.06M | 0.02% | +200+0.5% | Added |
| Wells Fargo & Company | 43,844 | $1.06M | 0.00% | +201+0.5% | Added |
| New York State Common Retirement Fund | 40,724 | $983.0K | 0.00% | +7,401+22.2% | Added |
| Cna Financial Corp | 39,853 | $962.0K | 0.34% | 00.0% | Unchanged |
| Deutsche Bank AG | 32,273 | $779.0K | 0.00% | +2,044+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $738.0K | 0.00% | +5,053+19.8% | Added |
| MetLife Investment Management | 30,478 | $736.0K | 0.01% | +5,870+23.9% | Added |
| Cubist Systematic Strategies, LLC | 28,740 | $694.0K | 0.01% | −29,512−50.7% | Reduced |
| American International Group, Inc. | 27,372 | $661.0K | 0.00% | +3,834+16.3% | Added |
| HB Wealth Management, LLC | 25,224 | $609.0K | 0.01% | +5,000+24.7% | Added |
| LPL Financial LLC | 23,964 | $579.0K | 0.00% | +5,835+32.2% | Added |
| The PNC Financial Services Group, Inc. | 23,495 | $568.0K | 0.00% | +11,384+94.0% | Added |
| New World Advisors LLC | 22,430 | $543.0K | 0.29% | +6,650+42.1% | Added |
| Voya Investment Management LLC | 22,032 | $532.0K | 0.00% | +3,158+16.7% | Added |
| Squarepoint Ops LLC | 21,879 | $528.0K | 0.00% | −15,647−41.7% | Reduced |
| Legal & General Group Plc | 20,905 | $505.0K | 0.00% | +1,205+6.1% | Added |
| First National Bank of Omaha | 20,896 | $505.0K | 0.03% | +20,896 | New |
| Diversified Trust Co | 20,675 | $499.0K | 0.02% | +2,250+12.2% | Added |
| GWM Advisors LLC | 19,400 | $469.0K | 0.01% | −4,200−17.8% | Reduced |
| Gillson Capital LP | 17,149 | $414.0K | 0.04% | +17,149 | New |
| Natixis Advisors, L.P. | 16,211 | $391.0K | 0.00% | +16,211 | New |
| US Bancorp | 16,150 | $390.0K | 0.00% | +5,488+51.5% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $379.2K | 0.15% | +1,200+8.3% | Added |
| Arizona State Retirement System | 15,429 | $373.0K | 0.00% | +39+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,235 | $344.0K | 0.00% | +14,235 | New |
| Running Point Capital Advisors, LLC | 14,202 | $343.0K | 0.22% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,190 | $343.0K | 0.01% | +14,190 | New |
| Royal Bank of Canada | 12,865 | $311.0K | 0.00% | +9,833+324.3% | Added |
| Public Employees Retirement Association of Colorado | 12,816 | $310.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $309.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 12,309 | $297.0K | 0.04% | +12,309 | New |