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.
Q4 2022 vs. Q3 2022
How the institutions holding Baldwin Insurance Group, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 150 | 151 | +1 |
| Shares | 55.6M | 55.6M | −37.2K (−0.1%) |
| Value | $1.46B | $1.40B | −$68.2M (−4.7%) |
New holders (14)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hood River Capital Management LLC | 538,307 | $13.5M | 0.49% |
| Neuberger Berman Group LLC | 171,777 | $4.32M | 0.00% |
| Quadrant Private Wealth Management, LLC | 28,100 | $706.4K | 0.24% |
| Integrated Wealth Concepts LLC | 22,874 | $575.0K | 0.02% |
| Schonfeld Strategic Advisors LLC | 20,100 | $505.3K | 0.00% |
| Versor Investments LP | 9,885 | $248.5K | 0.02% |
| Federated Hermes, Inc. | 2,199 | $55.3K | 0.00% |
| Cubist Systematic Strategies, LLC | 1,802 | $45.3K | 0.00% |
| Resurgent Financial Advisors LLC | 1,735 | $43.6K | 0.02% |
| Advisory Services Network, LLC | 1,314 | $33.0K | 0.00% |
| Accurate Wealth Management, LLC | 700 | $20.9K | 0.01% |
| Comerica Securities,inc. | 349 | $8.77K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 75 | $2.00K | 0.00% |
| Simplex Trading, LLC | 73 | $1.00K | 0.00% |
Sold out (13)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Davenport & Co LLC | 611,374 | $16.1M |
| BNP Paribas Arbitrage, SA | 20,094 | $529.5K |
| Susquehanna International Group, LLP | 18,570 | $489.0K |
| Millennium Management LLC | 11,984 | $316.0K |
| SG Americas Securities, LLC | 10,952 | $289.0K |
| Engineers Gate Manager LP | 9,803 | $258.0K |
| Graham Capital Management, L.P. | 9,275 | $244.0K |
| Teacher Retirement System of Texas | 8,561 | $226.0K |
| Principal Financial Group Inc | 8,590 | $226.0K |
| FDx Advisors, Inc. | 7,942 | $209.0K |
| Castle Wealth Management LLC | 500 | $13.0K |
| Federation des caisses Desjardins du Quebec | 300 | $7.91K |
| Absolute Capital Management, LLC | 18 | $473 |