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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Lindbrook Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Simplex Trading, LLC | 68 | $1.00K | 0.00% | −11,946−99.4% | Reduced |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26 | $1.00K | 0.00% | +15+136.4% | Added |
| Allworth Financial LP | 27 | $1.00K | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $2.00K | 0.00% | +99 | New |
| Private Capital Group, LLC | 64 | $2.00K | 0.00% | +64 | New |
| Captrust Financial Advisors | 130 | $3.00K | 0.00% | +15+13.0% | Added |
| CWM, LLC | 225 | $5.00K | 0.00% | +225 | New |
| Atwood & Palmer Inc | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $7.25K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 400 | $9.66K | 0.00% | +400 | New |
| Northwestern Mutual Wealth Management Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 500 | $12.0K | 0.01% | +500 | New |
| Private Trust Co NA | 528 | $13.0K | 0.00% | +528 | New |
| Leonteq Securities AG | 571 | $13.8K | 0.00% | −61−9.7% | Reduced |
| Group One Trading, L.P. | 678 | $16.0K | 0.00% | −722−51.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,010 | $24.0K | 0.00% | −1,180−53.9% | Reduced |
| First Horizon Advisors, Inc. | 1,043 | $25.0K | 0.00% | +1,043 | New |
| Umb Bank N A | 1,207 | $29.0K | 0.00% | +1,207 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $42.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $48.0K | 0.02% | +2,000 | New |
| UBS Group AG | 2,011 | $49.0K | 0.00% | −2,589−56.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,297 | $55.0K | 0.00% | −2,179−48.7% | Reduced |
| Eagle Bay Advisors LLC | 2,356 | $56.9K | 0.03% | +1,309+125.0% | Added |
| Great West Life Assurance Co | 2,760 | $67.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,934 | $71.0K | 0.00% | −5,540−65.4% | Reduced |
| STRS Ohio | 3,300 | $79.0K | 0.00% | −6,000−64.5% | Reduced |
| Metropolitan Life Insurance Co | 3,537 | $85.4K | 0.00% | +552+18.5% | Added |
| Amundi | 3,982 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,386 | $105.0K | 0.00% | +761+21.0% | Added |
| Citigroup Inc | 5,137 | $124.0K | 0.00% | +1,552+43.3% | Added |
| HHM Wealth Advisors, LLC | 6,270 | $151.0K | 0.04% | +4,130+193.0% | Added |
| Heritage Wealth Management, LLC | 6,507 | $157.1K | 0.05% | +6,507 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $177.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,740 | $187.0K | 0.00% | +4,051+109.8% | Added |
| Ensign Peak Advisors, Inc | 8,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,718 | $211.0K | 0.00% | −3,080−26.1% | Reduced |
| State Board of Administration of Florida Retirement System | 8,829 | $213.0K | 0.00% | +8,829 | New |
| Advisors Asset Management, Inc. | 8,969 | $217.0K | 0.00% | +8,969 | New |
| Principal Financial Group Inc | 9,074 | $219.0K | 0.00% | −116,132−92.8% | Reduced |
| Amalgamated Bank | 9,237 | $223.0K | 0.00% | +1,505+19.5% | Added |
| Jefferies Group LLC | 9,384 | $226.6K | 0.01% | +9,384 | New |
| Red Door Wealth Management, LLC | 9,650 | $233.0K | 0.09% | +9,650 | New |
| Cape Cod Five Cents Savings Bank | 10,000 | $242.0K | 0.03% | +10,000 | New |
| Pitcairn Co | 11,373 | $275.0K | 0.03% | +11,373 | New |
| Mariner, LLC | 11,374 | $275.0K | 0.00% | +11,374 | New |
| Algert Global LLC | 11,959 | $289.0K | 0.02% | −1,230−9.3% | Reduced |
| Van Hulzen Asset Management, LLC | 12,309 | $297.0K | 0.04% | +12,309 | New |
| Handelsbanken Fonder AB | 12,800 | $309.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $310.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,865 | $311.0K | 0.00% | +9,833+324.3% | Added |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 14,235 | $344.0K | 0.00% | +14,235 | New |
| Arizona State Retirement System | 15,429 | $373.0K | 0.00% | +39+0.3% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $379.2K | 0.15% | +1,200+8.3% | Added |
| US Bancorp | 16,150 | $390.0K | 0.00% | +5,488+51.5% | Added |
| Natixis Advisors, L.P. | 16,211 | $391.0K | 0.00% | +16,211 | New |
| Gillson Capital LP | 17,149 | $414.0K | 0.04% | +17,149 | New |
| GWM Advisors LLC | 19,400 | $469.0K | 0.01% | −4,200−17.8% | Reduced |
| Diversified Trust Co | 20,675 | $499.0K | 0.02% | +2,250+12.2% | Added |
| 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 |
| Squarepoint Ops LLC | 21,879 | $528.0K | 0.00% | −15,647−41.7% | Reduced |
| Voya Investment Management LLC | 22,032 | $532.0K | 0.00% | +3,158+16.7% | Added |
| New World Advisors LLC | 22,430 | $543.0K | 0.29% | +6,650+42.1% | Added |
| The PNC Financial Services Group, Inc. | 23,495 | $568.0K | 0.00% | +11,384+94.0% | Added |
| LPL Financial LLC | 23,964 | $579.0K | 0.00% | +5,835+32.2% | Added |
| HB Wealth Management, LLC | 25,224 | $609.0K | 0.01% | +5,000+24.7% | Added |
| American International Group, Inc. | 27,372 | $661.0K | 0.00% | +3,834+16.3% | Added |
| Cubist Systematic Strategies, LLC | 28,740 | $694.0K | 0.01% | −29,512−50.7% | Reduced |
| MetLife Investment Management | 30,478 | $736.0K | 0.01% | +5,870+23.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $738.0K | 0.00% | +5,053+19.8% | Added |
| Deutsche Bank AG | 32,273 | $779.0K | 0.00% | +2,044+6.8% | Added |
| Cna Financial Corp | 39,853 | $962.0K | 0.34% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,724 | $983.0K | 0.00% | +7,401+22.2% | Added |
| Wells Fargo & Company | 43,844 | $1.06M | 0.00% | +201+0.5% | Added |
| MAI Capital Management | 43,985 | $1.06M | 0.02% | +200+0.5% | Added |
| Citadel Advisors LLC | 44,814 | $1.08M | 0.00% | −405,386−90.0% | Reduced |
| Credit Suisse AG | 46,209 | $1.12M | 0.00% | −353−0.8% | Reduced |
| First Trust Advisors LP | 47,419 | $1.15M | 0.00% | +47,419 | New |
| Susquehanna International Group, LLP | 49,825 | $1.20M | 0.00% | +16,764+50.7% | Added |
| UBS Asset Management Americas Inc | 50,642 | $1.22M | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 55,929 | $1.35M | 0.56% | +5,000+9.8% | Added |
| ClariVest Asset Management LLC | 60,842 | $1.47M | 0.06% | +60,842 | New |
| Envestnet Asset Management Inc | 60,944 | $1.47M | 0.00% | +41,861+219.4% | Added |
| Alliancebernstein L.P. | 63,900 | $1.54M | 0.00% | +12,400+24.1% | Added |
| Rhumbline Advisers | 65,424 | $1.58M | 0.00% | +18,154+38.4% | Added |
| JPMorgan Chase & Co | 70,179 | $1.69M | 0.00% | +31,908+83.4% | Added |
| California State Teachers Retirement System | 73,501 | $1.77M | 0.00% | +4,787+7.0% | Added |
| Nicholas Company, Inc. | 74,590 | $1.80M | 0.04% | +74,590 | New |
| Brookfield Asset Management Inc. | 82,892 | $2.00M | 0.01% | +6,326+8.3% | Added |
| Gilder Gagnon Howe & Co LLC | 85,257 | $2.06M | 0.04% | −72,647−46.0% | Reduced |
| Financial Advisory Group | 90,667 | $2.19M | 0.47% | +45,258+99.7% | Added |
| State of New Jersey Common Pension Fund D | 97,040 | $2.34M | 0.01% | +97,040 | New |