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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 10,952 | $289.0K | 0.00% | +10,952 | New |
| Mariner, LLC | 10,436 | $275.0K | 0.00% | −938−8.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,803 | $258.0K | 0.02% | +9,803 | New |
| Amalgamated Bank | 9,647 | $254.0K | 0.00% | +410+4.4% | Added |
| Pitcairn Co | 9,574 | $252.0K | 0.03% | −1,799−15.8% | Reduced |
| Graham Capital Management, L.P. | 9,275 | $244.0K | 0.01% | +9,275 | New |
| State Board of Administration of Florida Retirement System | 8,829 | $233.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,682 | $229.0K | 0.00% | −287−3.2% | Reduced |
| 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 |
| 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 |
| Advisor Group Holdings, Inc. | 7,587 | $200.0K | 0.00% | −153−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,317 | $193.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,517 | $171.0K | 0.00% | −6,348−49.3% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $165.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 6,081 | $160.0K | 0.00% | +4,070+202.4% | Added |
| Heritage Wealth Management, LLC | 5,781 | $152.0K | 0.05% | −726−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,674 | $123.0K | 0.01% | +288+6.6% | Added |
| Amundi | 3,982 | $105.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,537 | $93.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,988 | $80.0K | 0.05% | +632+26.8% | Added |
| Great West Life Assurance Co | 2,760 | $73.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,528 | $67.0K | 0.00% | −406−13.8% | Reduced |
| Citigroup Inc | 2,438 | $64.0K | 0.00% | −2,699−52.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,113 | $55.0K | 0.00% | +2,113 | New |
| Nisa Investment Advisors, LLC | 1,054 | $30.0K | 0.00% | +44+4.4% | Added |
| Umb Bank N A | 1,092 | $29.0K | 0.00% | −115−9.5% | Reduced |
| First Horizon Advisors, Inc. | 1,043 | $27.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 511 | $13.5K | 0.00% | −60−10.5% | Reduced |
| 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 |
| Atwood & Palmer Inc | 330 | $9.00K | 0.00% | +30+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $7.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 150 | $4.00K | 0.00% | +150 | New |
| Crewe Advisors LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 125 | $3.00K | 0.00% | +106+557.9% | Added |
| Global Retirement Partners, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Absolute Capital Management, LLC | 18 | $473 | 0.00% | +18 | New |
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Islet Management, LP | 0 | $0 | 0.00% | −195,272−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −116,505−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −60,842−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,740−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,879−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,384−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Farmer Steven Patrick | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |