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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 13,423 | $337.0K | 0.04% | +701+5.5% | Added |
| Public Employees Retirement Association of Colorado | 12,816 | $322.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 12,588 | $316.5K | 0.05% | +6,807+117.7% | Added |
| Handelsbanken Fonder AB | 12,500 | $314.0K | 0.00% | −300−2.3% | Reduced |
| UBS Group AG | 11,194 | $281.4K | 0.00% | +5,113+84.1% | Added |
| Amalgamated Bank | 10,111 | $254.0K | 0.00% | +464+4.8% | Added |
| Cape Cod Five Cents Savings Bank | 10,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 9,885 | $248.5K | 0.02% | +9,885 | New |
| State Board of Administration of Florida Retirement System | 9,869 | $248.1K | 0.00% | +1,040+11.8% | Added |
| Mariner, LLC | 9,708 | $244.0K | 0.00% | −728−7.0% | Reduced |
| Pitcairn Co | 9,691 | $243.6K | 0.02% | +117+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $212.1K | 0.00% | +1,120+15.3% | Added |
| Advisors Asset Management, Inc. | 6,800 | $171.0K | 0.00% | −1,882−21.7% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $157.6K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,674 | $142.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,261 | $107.7K | 0.00% | −3,326−43.8% | Reduced |
| Amundi | 3,232 | $100.6K | 0.00% | −750−18.8% | Reduced |
| Metropolitan Life Insurance Co | 3,760 | $94.5K | 0.00% | +223+6.3% | Added |
| Citigroup Inc | 3,669 | $92.2K | 0.00% | +1,231+50.5% | Added |
| Eagle Bay Advisors LLC | 3,104 | $78.0K | 0.04% | +116+3.9% | Added |
| Great West Life Assurance Co | 2,760 | $70.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,199 | $55.3K | 0.00% | +2,199 | New |
| Tower Research Capital LLC (TRC) | 2,130 | $53.0K | 0.00% | −5,818−73.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,976 | $49.7K | 0.00% | −137−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,802 | $45.3K | 0.00% | +1,802 | New |
| Resurgent Financial Advisors LLC | 1,735 | $43.6K | 0.02% | +1,735 | New |
| Advisory Services Network, LLC | 1,314 | $33.0K | 0.00% | +1,314 | New |
| Umb Bank N A | 1,092 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,043 | $26.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,054 | $26.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 700 | $20.9K | 0.01% | +700 | New |
| CWM, LLC | 683 | $17.0K | 0.00% | +458+203.6% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $12.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 474 | $11.9K | 0.00% | −37−7.2% | Reduced |
| Private Trust Co NA | 384 | $10.0K | 0.00% | −123−24.3% | Reduced |
| Comerica Securities,inc. | 349 | $8.77K | 0.00% | +349 | New |
| Atwood & Palmer Inc | 330 | $8.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 191 | $4.80K | 0.00% | +41+27.3% | Added |
| Crewe Advisors LLC | 99 | $2.49K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $2.01K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| 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 |
| Proequities, Inc. | 31 | $779 | 0.00% | +1+3.3% | Added |
| Parallel Advisors, LLC | 26 | $654 | 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 |
| Glassman Wealth Services | 15 | $377 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $226 | 0.00% | −30−76.9% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |