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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $226 | 0.00% | −30−76.9% | Reduced |
| Glassman Wealth Services | 15 | $377 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $478 | 0.00% | −106−84.8% | Reduced |
| Allworth Financial LP | 19 | $478 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26 | $654 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 31 | $779 | 0.00% | +1+3.3% | Added |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $1.00K | 0.00% | −13−27.1% | Reduced |
| Simplex Trading, LLC | 73 | $1.00K | 0.00% | +73 | New |
| Benjamin F. Edwards & Company, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 80 | $2.01K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $2.49K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 191 | $4.80K | 0.00% | +41+27.3% | Added |
| Atwood & Palmer Inc | 330 | $8.30K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 349 | $8.77K | 0.00% | +349 | New |
| Private Trust Co NA | 384 | $10.0K | 0.00% | −123−24.3% | Reduced |
| Leonteq Securities AG | 474 | $11.9K | 0.00% | −37−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $12.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 683 | $17.0K | 0.00% | +458+203.6% | Added |
| Accurate Wealth Management, LLC | 700 | $20.9K | 0.01% | +700 | New |
| Nisa Investment Advisors, LLC | 1,054 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,043 | $26.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,092 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,314 | $33.0K | 0.00% | +1,314 | New |
| Resurgent Financial Advisors LLC | 1,735 | $43.6K | 0.02% | +1,735 | New |
| Cubist Systematic Strategies, LLC | 1,802 | $45.3K | 0.00% | +1,802 | New |
| Allspring Global Investments Holdings, LLC | 1,976 | $49.7K | 0.00% | −137−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,130 | $53.0K | 0.00% | −5,818−73.2% | Reduced |
| Federated Hermes, Inc. | 2,199 | $55.3K | 0.00% | +2,199 | New |
| Great West Life Assurance Co | 2,760 | $70.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,104 | $78.0K | 0.04% | +116+3.9% | Added |
| Citigroup Inc | 3,669 | $92.2K | 0.00% | +1,231+50.5% | Added |
| Metropolitan Life Insurance Co | 3,760 | $94.5K | 0.00% | +223+6.3% | Added |
| Amundi | 3,232 | $100.6K | 0.00% | −750−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,261 | $107.7K | 0.00% | −3,326−43.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,674 | $142.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $157.6K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,800 | $171.0K | 0.00% | −1,882−21.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $212.1K | 0.00% | +1,120+15.3% | Added |
| Pitcairn Co | 9,691 | $243.6K | 0.02% | +117+1.2% | Added |
| Mariner, LLC | 9,708 | $244.0K | 0.00% | −728−7.0% | Reduced |
| State Board of Administration of Florida Retirement System | 9,869 | $248.1K | 0.00% | +1,040+11.8% | Added |
| Versor Investments LP | 9,885 | $248.5K | 0.02% | +9,885 | New |
| Cape Cod Five Cents Savings Bank | 10,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 10,111 | $254.0K | 0.00% | +464+4.8% | Added |
| UBS Group AG | 11,194 | $281.4K | 0.00% | +5,113+84.1% | Added |
| Handelsbanken Fonder AB | 12,500 | $314.0K | 0.00% | −300−2.3% | Reduced |
| Heritage Wealth Management, LLC | 12,588 | $316.5K | 0.05% | +6,807+117.7% | Added |
| Public Employees Retirement Association of Colorado | 12,816 | $322.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13,423 | $337.0K | 0.04% | +701+5.5% | Added |
| US Bancorp | 14,947 | $375.8K | 0.00% | −172−1.1% | Reduced |
| First National Bank of Omaha | 15,390 | $387.0K | 0.02% | −1,421−8.5% | Reduced |
| Sutton Wealth Advisors Inc. | 15,700 | $394.7K | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 16,323 | $410.4K | 0.00% | +13,795+545.7% | Added |
| Arizona State Retirement System | 16,999 | $427.4K | 0.00% | +940+5.9% | Added |
| Natixis Advisors, L.P. | 17,557 | $441.0K | 0.00% | +60.0% | Added |
| Running Point Capital Advisors, LLC | 17,552 | $441.3K | 0.27% | +3,350+23.6% | Added |
| GWM Advisors LLC | 21,975 | $465.2K | 0.01% | +2,575+13.3% | Added |
| Diversified Trust Co | 19,275 | $485.0K | 0.02% | −1,400−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 19,476 | $489.6K | 0.00% | +666+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 20,100 | $505.3K | 0.00% | +20,100 | New |
| Cna Financial Corp | 21,396 | $537.9K | 0.33% | −16,295−43.2% | Reduced |
| LPL Financial LLC | 22,162 | $557.2K | 0.00% | −1,476−6.2% | Reduced |
| New World Advisors LLC | 22,430 | $563.9K | 0.19% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,857 | $574.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 22,874 | $575.0K | 0.02% | +22,874 | New |
| Legal & General Group Plc | 23,598 | $593.3K | 0.00% | +912+4.0% | Added |
| HB Wealth Management, LLC | 25,244 | $634.6K | 0.01% | +20+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $669.9K | 0.00% | +2,189+9.0% | Added |
| Ensign Peak Advisors, Inc | 27,470 | $690.6K | 0.00% | +14,900+118.5% | Added |
| Quadrant Private Wealth Management, LLC | 28,100 | $706.4K | 0.24% | +28,100 | New |
| American International Group, Inc. | 28,756 | $722.9K | 0.01% | +452+1.6% | Added |
| Raymond James & Associates | 29,044 | $730.2K | 0.00% | +4,023+16.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $769.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 30,752 | $773.1K | 0.04% | +11,300+58.1% | Added |
| MetLife Investment Management | 31,885 | $801.6K | 0.01% | +1,407+4.6% | Added |
| Deutsche Bank AG | 32,373 | $813.9K | 0.00% | +5,658+21.2% | Added |
| Wells Fargo & Company | 36,036 | $905.9K | 0.00% | −853−2.3% | Reduced |
| Renaissance Technologies LLC | 38,600 | $970.0K | 0.00% | −63,000−62.0% | Reduced |
| New York State Common Retirement Fund | 44,114 | $1.11M | 0.00% | −170.0% | Reduced |
| MAI Capital Management | 44,985 | $1.13M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,438 | $1.22M | 0.00% | +23,002+90.4% | Added |
| Credit Suisse AG | 49,830 | $1.25M | 0.00% | +1,719+3.6% | Added |
| Pathway Financial Advisors LLC | 55,929 | $1.41M | 0.43% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 59,019 | $1.48M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 61,144 | $1.54M | 0.00% | +3,530+6.1% | Added |
| Alberta Investment Management Corp | 61,789 | $1.55M | 0.01% | +9,971+19.2% | Added |
| Alliancebernstein L.P. | 67,600 | $1.70M | 0.00% | +6,700+11.0% | Added |
| Balyasny Asset Management LLC | 71,757 | $1.80M | 0.01% | −6,188−7.9% | Reduced |
| Rhumbline Advisers | 75,057 | $1.89M | 0.00% | +2,300+3.2% | Added |
| California State Teachers Retirement System | 76,649 | $1.93M | 0.00% | +2,256+3.0% | Added |
| D. E. Shaw & Co., Inc. | 76,865 | $1.93M | 0.00% | −49,080−39.0% | Reduced |
| State of New Jersey Common Pension Fund D | 79,148 | $1.99M | 0.01% | +5,757+7.8% | Added |
| Gilder Gagnon Howe & Co LLC | 84,560 | $2.13M | 0.04% | −399−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 86,132 | $2.17M | 0.01% | −35,425−29.1% | Reduced |
| Financial Advisory Group | 90,667 | $2.28M | 0.48% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 91,151 | $2.29M | 0.00% | −60,465−39.9% | Reduced |
| Macquarie Group Ltd | 110,302 | $2.77M | 0.00% | −92,495−45.6% | Reduced |
| First Trust Advisors LP | 114,861 | $2.89M | 0.00% | +7,641+7.1% | Added |