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 |
|---|---|---|---|---|---|
| Otter Creek Advisors, LLC | 115,243 | $2.90M | 2.58% | −31,039−21.2% | Reduced |
| Swiss National Bank | 145,500 | $3.66M | 0.00% | +5,400+3.9% | Added |
| JPMorgan Chase & Co | 168,811 | $4.24M | 0.00% | +98,861+141.3% | Added |
| Neuberger Berman Group LLC | 171,777 | $4.32M | 0.00% | +171,777 | New |
| Madison Asset Management, LLC | 175,276 | $4.41M | 0.07% | +71,932+69.6% | Added |
| Brookfield Asset Management Inc. | 220,423 | $5.54M | 0.02% | +10,606+5.1% | Added |
| Nicholas Company, Inc. | 224,015 | $5.63M | 0.12% | +57,275+34.3% | Added |
| Point72 Asset Management, L.P. | 225,327 | $5.66M | 0.02% | −193,873−46.2% | Reduced |
| Manufacturers Life Insurance Company, The | 231,620 | $5.82M | 0.00% | +11,987+5.5% | Added |
| Kennedy Capital Management, Inc. | 269,193 | $6.77M | 0.19% | −52,468−16.3% | Reduced |
| Rockefeller Capital Management L.P. | 299,129 | $7.52M | 0.04% | −487,489−62.0% | Reduced |
| Dimensional Fund Advisors LP | 343,328 | $8.63M | 0.00% | +3,926+1.2% | Added |
| SEI Investments Co | 345,612 | $8.69M | 0.02% | +28,080+8.8% | Added |
| Kornitzer Capital Management Inc | 348,515 | $8.76M | 0.18% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 351,109 | $8.83M | 0.88% | −12,633−3.5% | Reduced |
| Toscafund Asset Management LLP | 357,774 | $8.99M | 35.89% | +46,015+14.8% | Added |
| Franklin Resources Inc | 360,853 | $9.07M | 0.00% | −2,787−0.8% | Reduced |
| Morgan Stanley | 384,823 | $9.67M | 0.00% | −3,961−1.0% | Reduced |
| Westwood Holdings Group Inc. | 431,882 | $10.9M | 0.10% | +221,704+105.5% | Added |
| Confluence Investment Management LLC | 439,067 | $11.0M | 0.16% | −68,620−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 452,729 | $11.4M | 0.00% | +15,998+3.7% | Added |
| Driehaus Capital Management LLC | 453,784 | $11.4M | 0.17% | −173,049−27.6% | Reduced |
| American Century Companies Inc | 476,572 | $12.0M | 0.01% | +5,764+1.2% | Added |
| Clearbridge Investments, LLC | 478,752 | $12.0M | 0.01% | −2,725−0.6% | Reduced |
| Price T Rowe Associates Inc | 483,195 | $12.1M | 0.00% | +4,416+0.9% | Added |
| State of Wisconsin Investment Board | 515,809 | $13.0M | 0.04% | −3,503−0.7% | Reduced |
| Hood River Capital Management LLC | 538,307 | $13.5M | 0.49% | +538,307 | New |
| Northern Trust Corp | 552,999 | $13.9M | 0.00% | +14,654+2.7% | Added |
| Guardian Point Capital, LP | 575,000 | $14.5M | 11.43% | −325,000−36.1% | Reduced |
| Royal Bank of Canada | 607,527 | $15.3M | 0.00% | +601,010+9,222.2% | Added |
| Bank of America Corp | 608,662 | $15.3M | 0.00% | +300,277+97.4% | Added |
| Peregrine Capital Management LLC | 620,880 | $15.6M | 0.49% | −12,645−2.0% | Reduced |
| Ci Investments Inc. | 758,030 | $19.1M | 0.10% | +63,300+9.1% | Added |
| Nuveen Asset Management, LLC | 821,599 | $20.7M | 0.01% | +37,750+4.8% | Added |
| Janus Henderson Group PLC | 856,128 | $21.5M | 0.02% | +158,678+22.8% | Added |
| Westfield Capital Management Co LP | 870,443 | $21.9M | 0.17% | +145,772+20.1% | Added |
| Emerald Mutual Fund Advisers Trust | 872,428 | $21.9M | 1.36% | −130,700−13.0% | Reduced |
| Bank of New York Mellon Corp | 902,721 | $22.7M | 0.01% | −4,648−0.5% | Reduced |
| Emerald Advisers, LLC | 1,117,009 | $28.1M | 1.36% | −19,545−1.7% | Reduced |
| Geode Capital Management, LLC | 1,147,521 | $28.8M | 0.00% | +62,351+5.7% | Added |
| State Street Corp | 1,156,158 | $29.1M | 0.00% | +52,178+4.7% | Added |
| Venator Management LLC | 1,219,551 | $30.7M | 13.95% | −13,690−1.1% | Reduced |
| Aristotle Capital Boston, LLC | 1,351,783 | $34.0M | 1.07% | −36,473−2.6% | Reduced |
| Loomis Sayles & Co L P | 1,472,052 | $37.0M | 0.07% | +106,582+7.8% | Added |
| Invesco Ltd. | 2,056,593 | $51.7M | 0.02% | −47,976−2.3% | Reduced |
| Champlain Investment Partners, LLC | 3,304,300 | $83.1M | 0.53% | −127,725−3.7% | Reduced |
| Bamco Inc | 3,777,626 | $95.0M | 0.32% | −103,596−2.7% | Reduced |
| BlackRock Inc. | 3,929,881 | $98.8M | 0.00% | +204,364+5.5% | Added |
| T. Rowe Price Investment Management, Inc. | 4,750,957 | $119.4M | 0.09% | −528,728−10.0% | Reduced |
| FMR LLC | 5,097,108 | $128.1M | 0.01% | −297,564−5.5% | Reduced |
| Vanguard Group Inc | 5,784,748 | $145.4M | 0.00% | +432,440+8.1% | Added |
| Davenport & Co LLC | 0 | $0 | 0.00% | −611,374−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −20,094−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,570−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,952−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,275−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −8,561−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −8,590−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |