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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Absolute Capital Management, LLC | 18 | $473 | 0.00% | +18 | New |
| Allworth Financial LP | 19 | $1.00K | 0.00% | −8−29.6% | Reduced |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 39 | $1.00K | 0.00% | +30+333.3% | Added |
| Ronald Blue Trust, Inc. | 48 | $1.00K | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 125 | $3.00K | 0.00% | +106+557.9% | Added |
| Signaturefd, LLC | 150 | $4.00K | 0.00% | +150 | New |
| CWM, LLC | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $7.91K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 330 | $9.00K | 0.00% | +30+10.0% | Added |
| Private Trust Co NA | 507 | $13.0K | 0.00% | −21−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 511 | $13.5K | 0.00% | −60−10.5% | Reduced |
| First Horizon Advisors, Inc. | 1,043 | $27.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,092 | $29.0K | 0.00% | −115−9.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,054 | $30.0K | 0.00% | +44+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,113 | $55.0K | 0.00% | +2,113 | New |
| Citigroup Inc | 2,438 | $64.0K | 0.00% | −2,699−52.5% | Reduced |
| Barclays PLC | 2,528 | $67.0K | 0.00% | −406−13.8% | Reduced |
| Great West Life Assurance Co | 2,760 | $73.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,988 | $80.0K | 0.05% | +632+26.8% | Added |
| Metropolitan Life Insurance Co | 3,537 | $93.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,982 | $105.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,674 | $123.0K | 0.01% | +288+6.6% | Added |
| Heritage Wealth Management, LLC | 5,781 | $152.0K | 0.05% | −726−11.2% | Reduced |
| UBS Group AG | 6,081 | $160.0K | 0.00% | +4,070+202.4% | Added |
| HHM Wealth Advisors, LLC | 6,270 | $165.0K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,517 | $171.0K | 0.00% | −6,348−49.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $193.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,587 | $200.0K | 0.00% | −153−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,948 | $209.0K | 0.00% | +5,651+246.0% | Added |
| FDx Advisors, Inc. | 7,942 | $209.0K | 0.01% | +7,942 | New |
| Principal Financial Group Inc | 8,590 | $226.0K | 0.00% | −484−5.3% | Reduced |
| Teacher Retirement System of Texas | 8,561 | $226.0K | 0.00% | −157−1.8% | Reduced |
| Advisors Asset Management, Inc. | 8,682 | $229.0K | 0.00% | −287−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,829 | $233.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,275 | $244.0K | 0.01% | +9,275 | New |
| Pitcairn Co | 9,574 | $252.0K | 0.03% | −1,799−15.8% | Reduced |
| Amalgamated Bank | 9,647 | $254.0K | 0.00% | +410+4.4% | Added |
| Engineers Gate Manager LP | 9,803 | $258.0K | 0.02% | +9,803 | New |
| Cape Cod Five Cents Savings Bank | 10,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 10,436 | $275.0K | 0.00% | −938−8.2% | Reduced |
| SG Americas Securities, LLC | 10,952 | $289.0K | 0.00% | +10,952 | New |
| Millennium Management LLC | 11,984 | $316.0K | 0.00% | −99,271−89.2% | Reduced |
| Ensign Peak Advisors, Inc | 12,570 | $331.0K | 0.00% | +4,270+51.4% | Added |
| Van Hulzen Asset Management, LLC | 12,722 | $335.0K | 0.04% | +413+3.4% | Added |
| Handelsbanken Fonder AB | 12,800 | $337.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $338.0K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 14,202 | $374.0K | 0.25% | 00.0% | Unchanged |
| US Bancorp | 15,119 | $398.0K | 0.00% | −1,031−6.4% | Reduced |
| Sutton Wealth Advisors Inc. | 15,700 | $413.7K | 0.17% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,059 | $423.0K | 0.00% | +630+4.1% | Added |
| First National Bank of Omaha | 16,811 | $443.0K | 0.03% | −4,085−19.5% | Reduced |
| Natixis Advisors, L.P. | 17,551 | $462.0K | 0.00% | +1,340+8.3% | Added |
| Susquehanna International Group, LLP | 18,570 | $489.0K | 0.00% | −31,255−62.7% | Reduced |
| The PNC Financial Services Group, Inc. | 18,810 | $495.0K | 0.00% | −4,685−19.9% | Reduced |
| GWM Advisors LLC | 19,400 | $511.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 19,452 | $513.0K | 0.03% | +7,493+62.7% | Added |
| BNP Paribas Arbitrage, SA | 20,094 | $529.5K | 0.00% | +20,094 | New |
| Diversified Trust Co | 20,675 | $545.0K | 0.02% | 00.0% | Unchanged |
| New World Advisors LLC | 22,430 | $591.0K | 0.28% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,686 | $598.0K | 0.00% | +1,781+8.5% | Added |
| Voya Investment Management LLC | 22,857 | $602.3K | 0.00% | +825+3.7% | Added |
| LPL Financial LLC | 23,638 | $623.0K | 0.00% | −326−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,457 | $644.0K | 0.00% | +10,222+71.8% | Added |
| Raymond James & Associates | 25,021 | $659.0K | 0.00% | +25,021 | New |
| HB Wealth Management, LLC | 25,224 | $665.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,436 | $670.0K | 0.00% | −19,378−43.2% | Reduced |
| Deutsche Bank AG | 26,715 | $704.0K | 0.00% | −5,558−17.2% | Reduced |
| American International Group, Inc. | 28,304 | $746.0K | 0.01% | +932+3.4% | Added |
| MetLife Investment Management | 30,478 | $803.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $806.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,889 | $972.0K | 0.00% | −6,955−15.9% | Reduced |
| Cna Financial Corp | 37,691 | $993.0K | 0.38% | −2,162−5.4% | Reduced |
| New York State Common Retirement Fund | 44,131 | $1.16M | 0.00% | +3,407+8.4% | Added |
| MAI Capital Management | 44,985 | $1.19M | 0.02% | +1,000+2.3% | Added |
| Credit Suisse AG | 48,111 | $1.27M | 0.00% | +1,902+4.1% | Added |
| Alberta Investment Management Corp | 51,818 | $1.36M | 0.01% | +51,818 | New |
| Pathway Financial Advisors LLC | 55,929 | $1.47M | 0.51% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 57,614 | $1.52M | 0.00% | −3,330−5.5% | Reduced |
| UBS Asset Management Americas Inc | 59,019 | $1.56M | 0.00% | +8,377+16.5% | Added |
| Alliancebernstein L.P. | 60,900 | $1.60M | 0.00% | −3,000−4.7% | Reduced |
| JPMorgan Chase & Co | 69,950 | $1.84M | 0.00% | −229−0.3% | Reduced |
| Rhumbline Advisers | 72,757 | $1.92M | 0.00% | +7,333+11.2% | Added |
| State of New Jersey Common Pension Fund D | 73,391 | $1.93M | 0.01% | −23,649−24.4% | Reduced |
| California State Teachers Retirement System | 74,393 | $1.96M | 0.00% | +892+1.2% | Added |
| Balyasny Asset Management LLC | 77,945 | $2.05M | 0.01% | +77,945 | New |
| Gilder Gagnon Howe & Co LLC | 84,959 | $2.24M | 0.04% | −298−0.3% | Reduced |
| Financial Advisory Group | 90,667 | $2.39M | 0.54% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 101,600 | $2.68M | 0.00% | −17,400−14.6% | Reduced |
| Madison Asset Management, LLC | 103,344 | $2.72M | 0.05% | +103,344 | New |
| First Trust Advisors LP | 107,220 | $2.83M | 0.00% | +59,801+126.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 121,557 | $3.20M | 0.02% | −17,139−12.4% | Reduced |