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, Q3 2022
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 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
- 150
- 0 vs. Q2 2022
- Shares held
- 55.6M
- −208.4K (−0.4%) vs. Q2 2022
- Total value
- $1.46B
- +$117.3M (+8.7%) vs. Q2 2022
- New holders
- 16
- 48 more added
- Sold out
- 16
- 57 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,394,672 | $142.2M | 0.01% | +91,360+1.7% | Added |
| Vanguard Group Inc | 5,352,308 | $141.0M | 0.00% | +184,814+3.6% | Added |
| T. Rowe Price Investment Management, Inc. | 5,279,685 | $139.1M | 0.11% | +5,279,685 | New |
| Bamco Inc | 3,881,222 | $102.3M | 0.33% | +5000.0% | Added |
| BlackRock Inc. | 3,725,517 | $98.2M | 0.00% | +67,285+1.8% | Added |
| Champlain Investment Partners, LLC | 3,432,025 | $90.4M | 0.62% | −18,955−0.5% | Reduced |
| Invesco Ltd. | 2,104,569 | $55.5M | 0.02% | +80,508+4.0% | Added |
| Aristotle Capital Boston, LLC | 1,388,256 | $36.6M | 1.24% | −127,032−8.4% | Reduced |
| Loomis Sayles & Co L P | 1,365,470 | $36.0M | 0.07% | +273,703+25.1% | Added |
| Venator Management LLC | 1,233,241 | $32.5M | 13.87% | −14,200−1.1% | Reduced |
| Emerald Advisers, LLC | 1,136,554 | $29.9M | 1.54% | +894+0.1% | Added |
| State Street Corp | 1,103,980 | $29.1M | 0.00% | +55,698+5.3% | Added |
| Geode Capital Management, LLC | 1,085,170 | $28.6M | 0.00% | +79,614+7.9% | Added |
| Emerald Mutual Fund Advisers Trust | 1,003,128 | $26.4M | 1.67% | −83,561−7.7% | Reduced |
| Bank of New York Mellon Corp | 907,369 | $23.9M | 0.01% | +4,994+0.6% | Added |
| Guardian Point Capital, LP | 900,000 | $23.7M | 17.31% | −350,000−28.0% | Reduced |
| Rockefeller Capital Management L.P. | 786,618 | $20.7M | 0.11% | −6,392−0.8% | Reduced |
| Nuveen Asset Management, LLC | 783,849 | $20.7M | 0.01% | −2,188−0.3% | Reduced |
| Westfield Capital Management Co LP | 724,671 | $19.1M | 0.15% | −261,054−26.5% | Reduced |
| Janus Henderson Group PLC | 697,450 | $18.4M | 0.01% | +3,462+0.5% | Added |
| Ci Investments Inc. | 694,730 | $18.3M | 0.10% | +169,600+32.3% | Added |
| Peregrine Capital Management LLC | 633,525 | $16.7M | 0.54% | −32,767−4.9% | Reduced |
| Driehaus Capital Management LLC | 626,833 | $16.5M | 0.25% | −13,795−2.2% | Reduced |
| Davenport & Co LLC | 611,374 | $16.1M | 0.14% | −25,550−4.0% | Reduced |
| Northern Trust Corp | 538,345 | $14.2M | 0.00% | +9,064+1.7% | Added |
| State of Wisconsin Investment Board | 519,312 | $13.7M | 0.04% | −25,984−4.8% | Reduced |
| Confluence Investment Management LLC | 507,687 | $13.4M | 0.22% | −51,519−9.2% | Reduced |
| Clearbridge Investments, LLC | 481,477 | $12.7M | 0.01% | −2,827−0.6% | Reduced |
| Price T Rowe Associates Inc | 478,779 | $12.6M | 0.00% | −4,836,549−91.0% | Reduced |
| American Century Companies Inc | 470,808 | $12.4M | 0.01% | +470,808 | New |
| Charles Schwab Investment Management Inc | 436,731 | $11.5M | 0.00% | +36,492+9.1% | Added |
| Point72 Asset Management, L.P. | 419,200 | $11.0M | 0.05% | −346,229−45.2% | Reduced |
| Morgan Stanley | 388,784 | $10.2M | 0.00% | −148,264−27.6% | Reduced |
| Tributary Capital Management, LLC | 363,742 | $9.59M | 1.01% | −89,390−19.7% | Reduced |
| Franklin Resources Inc | 363,640 | $9.58M | 0.01% | +120.0% | Added |
| Kornitzer Capital Management Inc | 348,515 | $9.18M | 0.20% | −175−0.1% | Reduced |
| Dimensional Fund Advisors LP | 339,402 | $8.94M | 0.00% | +114,083+50.6% | Added |
| Kennedy Capital Management, Inc. | 321,661 | $8.48M | 0.25% | −3,881−1.2% | Reduced |
| SEI Investments Co | 317,532 | $8.37M | 0.02% | −12,587−3.8% | Reduced |
| Toscafund Asset Management LLP | 311,759 | $8.21M | 16.87% | −131,633−29.7% | Reduced |
| Bank of America Corp | 308,385 | $8.13M | 0.00% | +138,161+81.2% | Added |
| Manufacturers Life Insurance Company, The | 219,633 | $5.79M | 0.00% | +1,661+0.8% | Added |
| Westwood Holdings Group Inc. | 210,178 | $5.54M | 0.07% | −233,385−52.6% | Reduced |
| Brookfield Asset Management Inc. | 209,817 | $5.53M | 0.02% | +126,925+153.1% | Added |
| Macquarie Group Ltd | 202,797 | $5.36M | 0.01% | +56,745+38.9% | Added |
| Nicholas Company, Inc. | 166,740 | $4.39M | 0.10% | +92,150+123.5% | Added |
| Goldman Sachs Group Inc | 151,616 | $4.00M | 0.00% | −383,803−71.7% | Reduced |
| Otter Creek Advisors, LLC | 146,282 | $3.85M | 3.75% | −76,004−34.2% | Reduced |
| Swiss National Bank | 140,100 | $3.69M | 0.00% | +5,500+4.1% | Added |
| D. E. Shaw & Co., Inc. | 125,945 | $3.32M | 0.01% | +21,092+20.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 121,557 | $3.20M | 0.02% | −17,139−12.4% | Reduced |
| First Trust Advisors LP | 107,220 | $2.83M | 0.00% | +59,801+126.1% | Added |
| Madison Asset Management, LLC | 103,344 | $2.72M | 0.05% | +103,344 | New |
| Renaissance Technologies LLC | 101,600 | $2.68M | 0.00% | −17,400−14.6% | Reduced |
| Financial Advisory Group | 90,667 | $2.39M | 0.54% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 84,959 | $2.24M | 0.04% | −298−0.3% | Reduced |
| Balyasny Asset Management LLC | 77,945 | $2.05M | 0.01% | +77,945 | New |
| California State Teachers Retirement System | 74,393 | $1.96M | 0.00% | +892+1.2% | Added |
| State of New Jersey Common Pension Fund D | 73,391 | $1.93M | 0.01% | −23,649−24.4% | Reduced |
| Rhumbline Advisers | 72,757 | $1.92M | 0.00% | +7,333+11.2% | Added |
| JPMorgan Chase & Co | 69,950 | $1.84M | 0.00% | −229−0.3% | Reduced |
| Alliancebernstein L.P. | 60,900 | $1.60M | 0.00% | −3,000−4.7% | Reduced |
| UBS Asset Management Americas Inc | 59,019 | $1.56M | 0.00% | +8,377+16.5% | Added |
| Envestnet Asset Management Inc | 57,614 | $1.52M | 0.00% | −3,330−5.5% | Reduced |
| Pathway Financial Advisors LLC | 55,929 | $1.47M | 0.51% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 51,818 | $1.36M | 0.01% | +51,818 | New |
| Credit Suisse AG | 48,111 | $1.27M | 0.00% | +1,902+4.1% | Added |
| MAI Capital Management | 44,985 | $1.19M | 0.02% | +1,000+2.3% | Added |
| New York State Common Retirement Fund | 44,131 | $1.16M | 0.00% | +3,407+8.4% | Added |
| Cna Financial Corp | 37,691 | $993.0K | 0.38% | −2,162−5.4% | Reduced |
| Wells Fargo & Company | 36,889 | $972.0K | 0.00% | −6,955−15.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $806.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 30,478 | $803.1K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 28,304 | $746.0K | 0.01% | +932+3.4% | Added |
| Deutsche Bank AG | 26,715 | $704.0K | 0.00% | −5,558−17.2% | Reduced |
| Citadel Advisors LLC | 25,436 | $670.0K | 0.00% | −19,378−43.2% | Reduced |
| HB Wealth Management, LLC | 25,224 | $665.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 25,021 | $659.0K | 0.00% | +25,021 | New |
| Mirae Asset Global Investments Co., Ltd. | 24,457 | $644.0K | 0.00% | +10,222+71.8% | Added |
| LPL Financial LLC | 23,638 | $623.0K | 0.00% | −326−1.4% | Reduced |
| Voya Investment Management LLC | 22,857 | $602.3K | 0.00% | +825+3.7% | Added |
| Legal & General Group Plc | 22,686 | $598.0K | 0.00% | +1,781+8.5% | Added |
| New World Advisors LLC | 22,430 | $591.0K | 0.28% | 00.0% | Unchanged |
| Diversified Trust Co | 20,675 | $545.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,094 | $529.5K | 0.00% | +20,094 | New |
| Algert Global LLC | 19,452 | $513.0K | 0.03% | +7,493+62.7% | Added |
| GWM Advisors LLC | 19,400 | $511.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,810 | $495.0K | 0.00% | −4,685−19.9% | Reduced |
| Susquehanna International Group, LLP | 18,570 | $489.0K | 0.00% | −31,255−62.7% | Reduced |
| Natixis Advisors, L.P. | 17,551 | $462.0K | 0.00% | +1,340+8.3% | Added |
| First National Bank of Omaha | 16,811 | $443.0K | 0.03% | −4,085−19.5% | Reduced |
| Arizona State Retirement System | 16,059 | $423.0K | 0.00% | +630+4.1% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $413.7K | 0.17% | 00.0% | Unchanged |
| US Bancorp | 15,119 | $398.0K | 0.00% | −1,031−6.4% | Reduced |
| Running Point Capital Advisors, LLC | 14,202 | $374.0K | 0.25% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $338.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,800 | $337.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 12,722 | $335.0K | 0.04% | +413+3.4% | Added |
| Ensign Peak Advisors, Inc | 12,570 | $331.0K | 0.00% | +4,270+51.4% | Added |
| Millennium Management LLC | 11,984 | $316.0K | 0.00% | −99,271−89.2% | Reduced |