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 |
|---|---|---|---|---|---|
| Algert Global LLC | 11,959 | $289.0K | 0.02% | −1,230−9.3% | Reduced |
| Pitcairn Co | 11,373 | $275.0K | 0.03% | +11,373 | New |
| Mariner, LLC | 11,374 | $275.0K | 0.00% | +11,374 | New |
| Cape Cod Five Cents Savings Bank | 10,000 | $242.0K | 0.03% | +10,000 | New |
| Red Door Wealth Management, LLC | 9,650 | $233.0K | 0.09% | +9,650 | New |
| Jefferies Group LLC | 9,384 | $226.6K | 0.01% | +9,384 | New |
| Amalgamated Bank | 9,237 | $223.0K | 0.00% | +1,505+19.5% | Added |
| Principal Financial Group Inc | 9,074 | $219.0K | 0.00% | −116,132−92.8% | Reduced |
| Advisors Asset Management, Inc. | 8,969 | $217.0K | 0.00% | +8,969 | New |
| State Board of Administration of Florida Retirement System | 8,829 | $213.0K | 0.00% | +8,829 | New |
| Teacher Retirement System of Texas | 8,718 | $211.0K | 0.00% | −3,080−26.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,300 | $200.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,740 | $187.0K | 0.00% | +4,051+109.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $177.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 6,507 | $157.1K | 0.05% | +6,507 | New |
| HHM Wealth Advisors, LLC | 6,270 | $151.0K | 0.04% | +4,130+193.0% | Added |
| Citigroup Inc | 5,137 | $124.0K | 0.00% | +1,552+43.3% | Added |
| Ameritas Investment Partners, Inc. | 4,386 | $105.0K | 0.00% | +761+21.0% | Added |
| Amundi | 3,982 | $93.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,537 | $85.4K | 0.00% | +552+18.5% | Added |
| STRS Ohio | 3,300 | $79.0K | 0.00% | −6,000−64.5% | Reduced |
| Barclays PLC | 2,934 | $71.0K | 0.00% | −5,540−65.4% | Reduced |
| Great West Life Assurance Co | 2,760 | $67.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,356 | $56.9K | 0.03% | +1,309+125.0% | Added |
| Tower Research Capital LLC (TRC) | 2,297 | $55.0K | 0.00% | −2,179−48.7% | Reduced |
| UBS Group AG | 2,011 | $49.0K | 0.00% | −2,589−56.3% | Reduced |
| Aquatic Capital Management LLC | 2,000 | $48.0K | 0.02% | +2,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,754 | $42.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,207 | $29.0K | 0.00% | +1,207 | New |
| First Horizon Advisors, Inc. | 1,043 | $25.0K | 0.00% | +1,043 | New |
| Nisa Investment Advisors, LLC | 1,010 | $24.0K | 0.00% | −1,180−53.9% | Reduced |
| Group One Trading, L.P. | 678 | $16.0K | 0.00% | −722−51.6% | Reduced |
| Leonteq Securities AG | 571 | $13.8K | 0.00% | −61−9.7% | Reduced |
| Private Trust Co NA | 528 | $13.0K | 0.00% | +528 | 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 |
| Venture Visionary Partners LLC | 400 | $9.66K | 0.00% | +400 | New |
| Federation des caisses Desjardins du Quebec | 300 | $7.25K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 225 | $5.00K | 0.00% | +225 | New |
| Captrust Financial Advisors | 130 | $3.00K | 0.00% | +15+13.0% | Added |
| 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 |
| 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 |
| 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 |
| HRT Financial LP | 0 | $0 | 0.00% | −540,208−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −281,300−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −249,082−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −213,302−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −190,319−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −181,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −167,843−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −139,090−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −120,469−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −70,134−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −64,008−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −58,036−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −32,098−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,104−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,170−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,891−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,827−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −8,283−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Full18 Capital LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |