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, Q1 2023
Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2023. 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
- 144
- −6 vs. Q4 2022
- Shares held
- 56.4M
- +821.6K (+1.5%) vs. Q4 2022
- Total value
- $1.43B
- +$38.7M (+2.8%) vs. Q4 2022
- New holders
- 16
- 54 more added
- Sold out
- 22
- 45 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,857,894 | $149.1M | 0.00% | +73,146+1.3% | Added |
| FMR LLC | 5,221,940 | $133.0M | 0.01% | +124,832+2.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,024,218 | $102.5M | 0.07% | −726,739−15.3% | Reduced |
| BlackRock Inc. | 3,958,962 | $100.8M | 0.00% | +29,081+0.7% | Added |
| Bamco Inc | 3,661,625 | $93.2M | 0.28% | −116,001−3.1% | Reduced |
| Champlain Investment Partners, LLC | 3,469,060 | $88.3M | 0.56% | +164,760+5.0% | Added |
| Invesco Ltd. | 2,077,900 | $52.9M | 0.01% | +21,307+1.0% | Added |
| Loomis Sayles & Co L P | 1,645,039 | $41.9M | 0.07% | +172,987+11.8% | Added |
| Westwood Holdings Group Inc. | 1,486,029 | $37.8M | 0.34% | +1,054,147+244.1% | Added |
| Aristotle Capital Boston, LLC | 1,418,669 | $36.1M | 1.12% | +66,886+4.9% | Added |
| State Street Corp | 1,228,866 | $31.3M | 0.00% | +72,708+6.3% | Added |
| Venator Management LLC | 1,214,326 | $30.9M | 12.75% | −5,225−0.4% | Reduced |
| Geode Capital Management, LLC | 1,203,009 | $30.6M | 0.00% | +55,488+4.8% | Added |
| Emerald Advisers, LLC | 1,026,490 | $26.1M | 1.25% | −90,519−8.1% | Reduced |
| Rockefeller Capital Management L.P. | 975,466 | $24.8M | 0.11% | +676,337+226.1% | Added |
| Bank of New York Mellon Corp | 942,948 | $24.0M | 0.01% | +40,227+4.5% | Added |
| Janus Henderson Group PLC | 857,085 | $21.8M | 0.01% | +957+0.1% | Added |
| Northern Trust Corp | 837,896 | $21.3M | 0.00% | +284,897+51.5% | Added |
| Emerald Mutual Fund Advisers Trust | 821,090 | $20.9M | 1.23% | −51,338−5.9% | Reduced |
| Hood River Capital Management LLC | 777,189 | $19.8M | 0.64% | +238,882+44.4% | Added |
| Ci Investments Inc. | 730,930 | $18.6M | 0.09% | −27,100−3.6% | Reduced |
| Nuveen Asset Management, LLC | 671,801 | $17.1M | 0.01% | −149,798−18.2% | Reduced |
| Granite Investment Partners, LLC | 665,632 | $16.9M | 0.71% | +665,632 | New |
| Peregrine Capital Management LLC | 627,557 | $16.0M | 0.46% | +6,677+1.1% | Added |
| Bank of America Corp | 591,000 | $15.0M | 0.00% | −17,662−2.9% | Reduced |
| Royal Bank of Canada | 567,663 | $14.5M | 0.00% | −39,864−6.6% | Reduced |
| Dimensional Fund Advisors LP | 530,614 | $13.5M | 0.00% | +187,286+54.6% | Added |
| Point72 Asset Management, L.P. | 506,628 | $12.9M | 0.05% | +281,301+124.8% | Added |
| Price T Rowe Associates Inc | 484,866 | $12.3M | 0.00% | +1,671+0.3% | Added |
| American Century Companies Inc | 475,183 | $12.1M | 0.01% | −1,389−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 455,303 | $11.6M | 0.00% | +2,574+0.6% | Added |
| State of Wisconsin Investment Board | 437,901 | $11.1M | 0.03% | −77,908−15.1% | Reduced |
| Confluence Investment Management LLC | 432,930 | $11.0M | 0.16% | −6,137−1.4% | Reduced |
| SEI Investments Co | 405,207 | $10.3M | 0.02% | +59,595+17.2% | Added |
| Toscafund Asset Management LLP | 400,876 | $10.2M | 38.98% | +43,102+12.0% | Added |
| Tributary Capital Management, LLC | 362,525 | $9.23M | 0.86% | +11,416+3.3% | Added |
| Kornitzer Capital Management Inc | 351,390 | $8.95M | 0.18% | +2,875+0.8% | Added |
| Franklin Resources Inc | 321,101 | $8.18M | 0.00% | −39,752−11.0% | Reduced |
| Driehaus Capital Management LLC | 308,624 | $7.86M | 0.11% | −145,160−32.0% | Reduced |
| Kennedy Capital Management, Inc. | 270,057 | $6.88M | 0.20% | +864+0.3% | Added |
| Morgan Stanley | 244,850 | $6.23M | 0.00% | −139,973−36.4% | Reduced |
| Goldman Sachs Group Inc | 227,985 | $5.80M | 0.00% | +136,834+150.1% | Added |
| Nicholas Company, Inc. | 224,065 | $5.70M | 0.12% | +500.0% | Added |
| Guardian Point Capital, LP | 200,000 | $5.09M | 4.20% | −375,000−65.2% | Reduced |
| Neuberger Berman Group LLC | 181,698 | $4.63M | 0.00% | +9,921+5.8% | Added |
| JPMorgan Chase & Co | 180,612 | $4.60M | 0.00% | +11,801+7.0% | Added |
| Brookfield Asset Management Inc. | 174,809 | $4.45M | 0.02% | −45,614−20.7% | Reduced |
| Madison Asset Management, LLC | 168,942 | $4.30M | 0.07% | −6,334−3.6% | Reduced |
| Swiss National Bank | 132,600 | $3.38M | 0.00% | −12,900−8.9% | Reduced |
| Macquarie Group Ltd | 107,975 | $2.75M | 0.00% | −2,327−2.1% | Reduced |
| Financial Advisory Group | 90,667 | $2.31M | 0.47% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 90,458 | $2.30M | 0.78% | +34,529+61.7% | Added |
| Gilder Gagnon Howe & Co LLC | 84,139 | $2.14M | 0.04% | −421−0.5% | Reduced |
| Otter Creek Advisors, LLC | 81,727 | $2.08M | 2.74% | −33,516−29.1% | Reduced |
| State of New Jersey Common Pension Fund D | 79,148 | $2.02M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 78,881 | $2.01M | 0.00% | +34,767+78.8% | Added |
| Rhumbline Advisers | 78,079 | $1.99M | 0.00% | +3,022+4.0% | Added |
| California State Teachers Retirement System | 76,582 | $1.95M | 0.00% | −67−0.1% | Reduced |
| First Trust Advisors LP | 74,518 | $1.90M | 0.00% | −40,343−35.1% | Reduced |
| Alliancebernstein L.P. | 67,600 | $1.72M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 66,101 | $1.68M | 0.01% | +66,101 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 63,573 | $1.62M | 0.01% | −22,559−26.2% | Reduced |
| Envestnet Asset Management Inc | 63,173 | $1.61M | 0.00% | +2,029+3.3% | Added |
| Alberta Investment Management Corp | 61,789 | $1.57M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 60,850 | $1.55M | 0.00% | +1,831+3.1% | Added |
| Credit Suisse AG | 53,320 | $1.36M | 0.00% | +3,490+7.0% | Added |
| Renaissance Technologies LLC | 49,700 | $1.26M | 0.00% | +11,100+28.8% | Added |
| MAI Capital Management | 48,613 | $1.24M | 0.02% | +3,628+8.1% | Added |
| Wells Fargo & Company | 46,705 | $1.19M | 0.00% | +10,669+29.6% | Added |
| HB Wealth Management, LLC | 44,428 | $1.13M | 0.02% | +19,184+76.0% | Added |
| Deutsche Bank AG | 42,844 | $1.09M | 0.00% | +10,471+32.3% | Added |
| CI Private Wealth, LLC | 41,034 | $1.04M | 0.00% | +41,034 | New |
| Algert Global LLC | 32,934 | $838.5K | 0.04% | +2,182+7.1% | Added |
| MetLife Investment Management | 31,885 | $811.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 30,751 | $782.9K | 0.00% | +14,428+88.4% | Added |
| Legal & General Group Plc | 30,717 | $782.1K | 0.00% | +7,119+30.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $778.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 29,339 | $747.0K | 0.00% | +583+2.0% | Added |
| Ensign Peak Advisors, Inc | 27,470 | $699.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $678.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,028 | $662.7K | 0.00% | +26,028 | New |
| Manufacturers Life Insurance Company, The | 24,214 | $616.5K | 0.00% | −207,406−89.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,340 | $594.0K | 0.05% | +23,340 | New |
| GWM Advisors LLC | 25,125 | $587.1K | 0.01% | +3,150+14.3% | Added |
| Voya Investment Management LLC | 22,857 | $581.9K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 22,430 | $571.1K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,811 | $555.0K | 0.01% | +21,811 | New |
| Millennium Management LLC | 20,940 | $533.0K | 0.00% | +20,940 | New |
| Diversified Trust Co | 20,475 | $521.3K | 0.02% | +1,200+6.2% | Added |
| Arizona State Retirement System | 17,799 | $453.2K | 0.00% | +800+4.7% | Added |
| Running Point Capital Advisors, LLC | 17,552 | $446.9K | 0.27% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,234 | $438.8K | 0.00% | +17,234 | New |
| Van Hulzen Asset Management, LLC | 16,235 | $413.0K | 0.04% | +2,812+20.9% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $399.7K | 0.21% | 00.0% | Unchanged |
| US Bancorp | 15,273 | $388.9K | 0.00% | +326+2.2% | Added |
| First National Bank of Omaha | 14,792 | $376.6K | 0.02% | −598−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 14,622 | $372.0K | 0.00% | +14,622 | New |
| Natixis Advisors, L.P. | 14,220 | $362.0K | 0.00% | −3,337−19.0% | Reduced |
| Public Employees Retirement Association of Colorado | 12,816 | $326.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,500 | $318.0K | 0.00% | 00.0% | Unchanged |