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, Q4 2022
Institutional positions in Baldwin Insurance Group, Inc. as of Dec 31, 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
- 151
- +1 vs. Q3 2022
- Shares held
- 55.6M
- −37.2K (−0.1%) vs. Q3 2022
- Total value
- $1.40B
- −$68.2M (−4.7%) vs. Q3 2022
- New holders
- 14
- 62 more added
- Sold out
- 13
- 49 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,784,748 | $145.4M | 0.00% | +432,440+8.1% | Added |
| FMR LLC | 5,097,108 | $128.1M | 0.01% | −297,564−5.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,750,957 | $119.4M | 0.09% | −528,728−10.0% | Reduced |
| BlackRock Inc. | 3,929,881 | $98.8M | 0.00% | +204,364+5.5% | Added |
| Bamco Inc | 3,777,626 | $95.0M | 0.32% | −103,596−2.7% | Reduced |
| Champlain Investment Partners, LLC | 3,304,300 | $83.1M | 0.53% | −127,725−3.7% | Reduced |
| Invesco Ltd. | 2,056,593 | $51.7M | 0.02% | −47,976−2.3% | Reduced |
| Loomis Sayles & Co L P | 1,472,052 | $37.0M | 0.07% | +106,582+7.8% | Added |
| Aristotle Capital Boston, LLC | 1,351,783 | $34.0M | 1.07% | −36,473−2.6% | Reduced |
| Venator Management LLC | 1,219,551 | $30.7M | 13.95% | −13,690−1.1% | Reduced |
| State Street Corp | 1,156,158 | $29.1M | 0.00% | +52,178+4.7% | Added |
| Geode Capital Management, LLC | 1,147,521 | $28.8M | 0.00% | +62,351+5.7% | Added |
| Emerald Advisers, LLC | 1,117,009 | $28.1M | 1.36% | −19,545−1.7% | Reduced |
| Bank of New York Mellon Corp | 902,721 | $22.7M | 0.01% | −4,648−0.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 872,428 | $21.9M | 1.36% | −130,700−13.0% | Reduced |
| Westfield Capital Management Co LP | 870,443 | $21.9M | 0.17% | +145,772+20.1% | Added |
| Janus Henderson Group PLC | 856,128 | $21.5M | 0.02% | +158,678+22.8% | Added |
| Nuveen Asset Management, LLC | 821,599 | $20.7M | 0.01% | +37,750+4.8% | Added |
| Ci Investments Inc. | 758,030 | $19.1M | 0.10% | +63,300+9.1% | Added |
| Peregrine Capital Management LLC | 620,880 | $15.6M | 0.49% | −12,645−2.0% | Reduced |
| Bank of America Corp | 608,662 | $15.3M | 0.00% | +300,277+97.4% | Added |
| Royal Bank of Canada | 607,527 | $15.3M | 0.00% | +601,010+9,222.2% | Added |
| Guardian Point Capital, LP | 575,000 | $14.5M | 11.43% | −325,000−36.1% | Reduced |
| Northern Trust Corp | 552,999 | $13.9M | 0.00% | +14,654+2.7% | Added |
| Hood River Capital Management LLC | 538,307 | $13.5M | 0.49% | +538,307 | New |
| State of Wisconsin Investment Board | 515,809 | $13.0M | 0.04% | −3,503−0.7% | Reduced |
| Price T Rowe Associates Inc | 483,195 | $12.1M | 0.00% | +4,416+0.9% | Added |
| Clearbridge Investments, LLC | 478,752 | $12.0M | 0.01% | −2,725−0.6% | Reduced |
| American Century Companies Inc | 476,572 | $12.0M | 0.01% | +5,764+1.2% | Added |
| Driehaus Capital Management LLC | 453,784 | $11.4M | 0.17% | −173,049−27.6% | Reduced |
| Charles Schwab Investment Management Inc | 452,729 | $11.4M | 0.00% | +15,998+3.7% | Added |
| Confluence Investment Management LLC | 439,067 | $11.0M | 0.16% | −68,620−13.5% | Reduced |
| Westwood Holdings Group Inc. | 431,882 | $10.9M | 0.10% | +221,704+105.5% | Added |
| Morgan Stanley | 384,823 | $9.67M | 0.00% | −3,961−1.0% | Reduced |
| Franklin Resources Inc | 360,853 | $9.07M | 0.00% | −2,787−0.8% | Reduced |
| Toscafund Asset Management LLP | 357,774 | $8.99M | 35.89% | +46,015+14.8% | Added |
| Tributary Capital Management, LLC | 351,109 | $8.83M | 0.88% | −12,633−3.5% | Reduced |
| Kornitzer Capital Management Inc | 348,515 | $8.76M | 0.18% | 00.0% | Unchanged |
| SEI Investments Co | 345,612 | $8.69M | 0.02% | +28,080+8.8% | Added |
| Dimensional Fund Advisors LP | 343,328 | $8.63M | 0.00% | +3,926+1.2% | Added |
| Rockefeller Capital Management L.P. | 299,129 | $7.52M | 0.04% | −487,489−62.0% | Reduced |
| Kennedy Capital Management, Inc. | 269,193 | $6.77M | 0.19% | −52,468−16.3% | Reduced |
| Manufacturers Life Insurance Company, The | 231,620 | $5.82M | 0.00% | +11,987+5.5% | Added |
| Point72 Asset Management, L.P. | 225,327 | $5.66M | 0.02% | −193,873−46.2% | Reduced |
| Nicholas Company, Inc. | 224,015 | $5.63M | 0.12% | +57,275+34.3% | Added |
| Brookfield Asset Management Inc. | 220,423 | $5.54M | 0.02% | +10,606+5.1% | Added |
| Madison Asset Management, LLC | 175,276 | $4.41M | 0.07% | +71,932+69.6% | Added |
| Neuberger Berman Group LLC | 171,777 | $4.32M | 0.00% | +171,777 | New |
| JPMorgan Chase & Co | 168,811 | $4.24M | 0.00% | +98,861+141.3% | Added |
| Swiss National Bank | 145,500 | $3.66M | 0.00% | +5,400+3.9% | Added |
| Otter Creek Advisors, LLC | 115,243 | $2.90M | 2.58% | −31,039−21.2% | Reduced |
| First Trust Advisors LP | 114,861 | $2.89M | 0.00% | +7,641+7.1% | Added |
| Macquarie Group Ltd | 110,302 | $2.77M | 0.00% | −92,495−45.6% | Reduced |
| Goldman Sachs Group Inc | 91,151 | $2.29M | 0.00% | −60,465−39.9% | Reduced |
| Financial Advisory Group | 90,667 | $2.28M | 0.48% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 86,132 | $2.17M | 0.01% | −35,425−29.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 84,560 | $2.13M | 0.04% | −399−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 79,148 | $1.99M | 0.01% | +5,757+7.8% | Added |
| D. E. Shaw & Co., Inc. | 76,865 | $1.93M | 0.00% | −49,080−39.0% | Reduced |
| California State Teachers Retirement System | 76,649 | $1.93M | 0.00% | +2,256+3.0% | Added |
| Rhumbline Advisers | 75,057 | $1.89M | 0.00% | +2,300+3.2% | Added |
| Balyasny Asset Management LLC | 71,757 | $1.80M | 0.01% | −6,188−7.9% | Reduced |
| Alliancebernstein L.P. | 67,600 | $1.70M | 0.00% | +6,700+11.0% | Added |
| Alberta Investment Management Corp | 61,789 | $1.55M | 0.01% | +9,971+19.2% | Added |
| Envestnet Asset Management Inc | 61,144 | $1.54M | 0.00% | +3,530+6.1% | Added |
| UBS Asset Management Americas Inc | 59,019 | $1.48M | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 55,929 | $1.41M | 0.43% | 00.0% | Unchanged |
| Credit Suisse AG | 49,830 | $1.25M | 0.00% | +1,719+3.6% | Added |
| Citadel Advisors LLC | 48,438 | $1.22M | 0.00% | +23,002+90.4% | Added |
| MAI Capital Management | 44,985 | $1.13M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 44,114 | $1.11M | 0.00% | −170.0% | Reduced |
| Renaissance Technologies LLC | 38,600 | $970.0K | 0.00% | −63,000−62.0% | Reduced |
| Wells Fargo & Company | 36,036 | $905.9K | 0.00% | −853−2.3% | Reduced |
| Deutsche Bank AG | 32,373 | $813.9K | 0.00% | +5,658+21.2% | Added |
| MetLife Investment Management | 31,885 | $801.6K | 0.01% | +1,407+4.6% | Added |
| Algert Global LLC | 30,752 | $773.1K | 0.04% | +11,300+58.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $769.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 29,044 | $730.2K | 0.00% | +4,023+16.1% | Added |
| American International Group, Inc. | 28,756 | $722.9K | 0.01% | +452+1.6% | Added |
| Quadrant Private Wealth Management, LLC | 28,100 | $706.4K | 0.24% | +28,100 | New |
| Ensign Peak Advisors, Inc | 27,470 | $690.6K | 0.00% | +14,900+118.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $669.9K | 0.00% | +2,189+9.0% | Added |
| HB Wealth Management, LLC | 25,244 | $634.6K | 0.01% | +20+0.1% | Added |
| Legal & General Group Plc | 23,598 | $593.3K | 0.00% | +912+4.0% | Added |
| Integrated Wealth Concepts LLC | 22,874 | $575.0K | 0.02% | +22,874 | New |
| Voya Investment Management LLC | 22,857 | $574.6K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 22,430 | $563.9K | 0.19% | 00.0% | Unchanged |
| LPL Financial LLC | 22,162 | $557.2K | 0.00% | −1,476−6.2% | Reduced |
| Cna Financial Corp | 21,396 | $537.9K | 0.33% | −16,295−43.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,100 | $505.3K | 0.00% | +20,100 | New |
| The PNC Financial Services Group, Inc. | 19,476 | $489.6K | 0.00% | +666+3.5% | Added |
| Diversified Trust Co | 19,275 | $485.0K | 0.02% | −1,400−6.8% | Reduced |
| GWM Advisors LLC | 21,975 | $465.2K | 0.01% | +2,575+13.3% | Added |
| Running Point Capital Advisors, LLC | 17,552 | $441.3K | 0.27% | +3,350+23.6% | Added |
| Natixis Advisors, L.P. | 17,557 | $441.0K | 0.00% | +60.0% | Added |
| Arizona State Retirement System | 16,999 | $427.4K | 0.00% | +940+5.9% | Added |
| Barclays PLC | 16,323 | $410.4K | 0.00% | +13,795+545.7% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $394.7K | 0.15% | 00.0% | Unchanged |
| First National Bank of Omaha | 15,390 | $387.0K | 0.02% | −1,421−8.5% | Reduced |
| US Bancorp | 14,947 | $375.8K | 0.00% | −172−1.1% | Reduced |