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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.

Q3 2022 vs. Q2 2022

How the institutions holding Baldwin Insurance Group, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of BWIN: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders15221500
Shares56.4M559.3K55.6M−208.4K (−0.4%)
Value$1.36B$13.5M$1.46B+$117.3M (+8.7%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (16)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to BWIN in Q3 2022
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.5,279,685$139.1M0.11%
American Century Companies Inc470,808$12.4M0.01%
Madison Asset Management, LLC103,344$2.72M0.05%
Balyasny Asset Management LLC77,945$2.05M0.01%
Alberta Investment Management Corp51,818$1.36M0.01%
Raymond James & Associates25,021$659.0K0.00%
BNP Paribas Arbitrage, SA20,094$529.5K0.00%
SG Americas Securities, LLC10,952$289.0K0.00%
Engineers Gate Manager LP9,803$258.0K0.02%
Graham Capital Management, L.P.9,275$244.0K0.01%
FDx Advisors, Inc.7,942$209.0K0.01%
Allspring Global Investments Holdings, LLC2,113$55.0K0.00%
Signaturefd, LLC150$4.00K0.00%
Proequities, Inc.30$1.00K0.00%
Ronald Blue Trust, Inc.48$1.00K0.00%
Absolute Capital Management, LLC18$4730.00%

Sold out (16)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of BWIN in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Islet Management, LP195,272$4.72M
Marshall Wace, LLP116,505$2.81M
ClariVest Asset Management LLC60,842$1.47M
Cubist Systematic Strategies, LLC28,740$694.0K
Squarepoint Ops LLC21,879$528.0K
Gillson Capital LP17,149$414.0K
Walleye Capital LLC14,190$343.0K
Red Door Wealth Management, LLC9,650$233.0K
Jefferies Group LLC9,384$226.6K
STRS Ohio3,300$79.0K
Aquatic Capital Management LLC2,000$48.0K
Patriot Financial Group Insurance Agency, LLC1,754$42.0K
Group One Trading, L.P.678$16.0K
Venture Visionary Partners LLC400$9.66K
Captrust Financial Advisors130$3.00K
Simplex Trading, LLC68$1.00K

Not filed for Q3 2022 yet (2)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Farmer Steven Patrick559,206$13.5M
Private Capital Group, LLC64$2.00K