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.
Q1 2023 vs. Q4 2022
How the institutions holding Baldwin Insurance Group, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 151 | 1 | 144 | −6 |
| Shares | 55.6M | 12.6K | 56.4M | +821.6K (+1.5%) |
| Value | $1.40B | $316.5K | $1.43B | +$38.7M (+2.8%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Granite Investment Partners, LLC | 665,632 | $16.9M | 0.71% |
| Public Employees Retirement System of Ohio | 66,101 | $1.68M | 0.01% |
| CI Private Wealth, LLC | 41,034 | $1.04M | 0.00% |
| Susquehanna International Group, LLP | 26,028 | $662.7K | 0.00% |
| Dynamic Technology Lab Private Ltd | 23,340 | $594.0K | 0.05% |
| SG Americas Securities, LLC | 21,811 | $555.0K | 0.01% |
| Millennium Management LLC | 20,940 | $533.0K | 0.00% |
| Jane Street Group, LLC | 17,234 | $438.8K | 0.00% |
| ExodusPoint Capital Management, LP | 14,622 | $372.0K | 0.00% |
| Lion Street Advisors, LLC | 11,150 | $283.9K | 0.09% |
| Truist Financial Corp | 10,167 | $258.9K | 0.00% |
| Engineers Gate Manager LP | 9,422 | $239.9K | 0.01% |
| XTX Topco Ltd | 8,188 | $208.5K | 0.04% |
| ZRC Wealth Management, LLC | 672 | $17.1K | 0.02% |
| TCI Wealth Advisors, Inc. | 140 | $3.56K | 0.00% |
| Bell Investment Advisors, Inc | 21 | $535 | 0.00% |
Sold out (22)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Westfield Capital Management Co LP | 870,443 | $21.9M |
| Clearbridge Investments, LLC | 478,752 | $12.0M |
| D. E. Shaw & Co., Inc. | 76,865 | $1.93M |
| Balyasny Asset Management LLC | 71,757 | $1.80M |
| Raymond James & Associates | 29,044 | $730.2K |
| Quadrant Private Wealth Management, LLC | 28,100 | $706.4K |
| Integrated Wealth Concepts LLC | 22,874 | $575.0K |
| LPL Financial LLC | 22,162 | $557.2K |
| Cna Financial Corp | 21,396 | $537.9K |
| Schonfeld Strategic Advisors LLC | 20,100 | $505.3K |
| Versor Investments LP | 9,885 | $248.5K |
| Advisors Asset Management, Inc. | 6,800 | $171.0K |
| Federated Hermes, Inc. | 2,199 | $55.3K |
| Cubist Systematic Strategies, LLC | 1,802 | $45.3K |
| Resurgent Financial Advisors LLC | 1,735 | $43.6K |
| Accurate Wealth Management, LLC | 700 | $20.9K |
| Comerica Securities,inc. | 349 | $8.77K |
| Crewe Advisors LLC | 99 | $2.49K |
| Global Retirement Partners, LLC | 80 | $2.01K |
| Simplex Trading, LLC | 73 | $1.00K |
| Ronald Blue Trust, Inc. | 35 | $1.00K |
| Lindbrook Capital, LLC | 9 | $226 |
Not filed for Q1 2023 yet (1)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Heritage Wealth Management, LLC | 12,588 | $316.5K |