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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.

Q2 2022 vs. Q1 2022

How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of BWIN: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1483152+7
Shares53.1M363.0K56.4M+3.64M (+6.9%)
Value$1.42B$10.2M$1.36B−$53.6M (−3.8%)

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to BWIN in Q2 2022
InstitutionSharesValue% of portfolio
Farmer Steven Patrick559,206$13.5M0.21%
Tributary Capital Management, LLC453,132$10.9M1.09%
Westwood Holdings Group Inc.443,563$10.7M0.12%
State of New Jersey Common Pension Fund D97,040$2.34M0.01%
Nicholas Company, Inc.74,590$1.80M0.04%
ClariVest Asset Management LLC60,842$1.47M0.06%
First Trust Advisors LP47,419$1.15M0.00%
First National Bank of Omaha20,896$505.0K0.03%
Gillson Capital LP17,149$414.0K0.04%
Natixis Advisors, L.P.16,211$391.0K0.00%
Mirae Asset Global Investments Co., Ltd.14,235$344.0K0.00%
Walleye Capital LLC14,190$343.0K0.01%
Van Hulzen Asset Management, LLC12,309$297.0K0.04%
Pitcairn Co11,373$275.0K0.03%
Mariner, LLC11,374$275.0K0.00%
Cape Cod Five Cents Savings Bank10,000$242.0K0.03%
Red Door Wealth Management, LLC9,650$233.0K0.09%
Jefferies Group LLC9,384$226.6K0.01%
Advisors Asset Management, Inc.8,969$217.0K0.00%
State Board of Administration of Florida Retirement System8,829$213.0K0.00%
Heritage Wealth Management, LLC6,507$157.1K0.05%
Aquatic Capital Management LLC2,000$48.0K0.02%
Umb Bank N A1,207$29.0K0.00%
First Horizon Advisors, Inc.1,043$25.0K0.00%
Private Trust Co NA528$13.0K0.00%
Castle Wealth Management LLC500$12.0K0.01%
Venture Visionary Partners LLC400$9.66K0.00%
CWM, LLC225$5.00K0.00%
Crewe Advisors LLC99$2.00K0.00%
Private Capital Group, LLC64$2.00K0.00%
Allworth Financial LP27$1.00K0.00%
Lindbrook Capital, LLC9$00.00%

Sold out (25)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Not filed for Q2 2022 yet (3)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Full18 Capital LLC305,176$8.60M
Parametric Portfolio Associates LLC50,070$1.34M
Amalgamated Financial Corp.7,732$207.0K