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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $179 | 0.00% | −12−63.2% | Reduced |
| Glassman Wealth Services | 15 | $382 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $484 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $535 | 0.00% | +21 | New |
| Proequities, Inc. | 24 | $611 | 0.00% | −7−22.6% | Reduced |
| IFP Advisors, Inc | 87 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 68 | $1.73K | 0.00% | +42+161.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 61 | $2.00K | 0.00% | −14−18.7% | Reduced |
| Private Trust Co NA | 132 | $3.36K | 0.00% | −252−65.6% | Reduced |
| TCI Wealth Advisors, Inc. | 140 | $3.56K | 0.00% | +140 | New |
| Signaturefd, LLC | 144 | $3.67K | 0.00% | −47−24.6% | Reduced |
| Citadel Advisors LLC | 172 | $4.38K | 0.00% | −48,266−99.6% | Reduced |
| Leonteq Securities AG | 438 | $11.2K | 0.00% | −36−7.6% | Reduced |
| Atwood & Palmer Inc | 440 | $11.2K | 0.00% | +110+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $12.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 684 | $17.0K | 0.00% | +1+0.1% | Added |
| ZRC Wealth Management, LLC | 672 | $17.1K | 0.02% | +672 | New |
| Advisory Services Network, LLC | 775 | $19.7K | 0.00% | −539−41.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,034 | $26.3K | 0.00% | −942−47.7% | Reduced |
| First Horizon Advisors, Inc. | 1,043 | $26.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,054 | $27.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,092 | $27.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,496 | $38.0K | 0.00% | −634−29.8% | Reduced |
| Citigroup Inc | 1,543 | $39.3K | 0.00% | −2,126−57.9% | Reduced |
| Great West Life Assurance Co | 2,760 | $70.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,232 | $80.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,228 | $82.2K | 0.05% | +124+4.0% | Added |
| Metropolitan Life Insurance Co | 3,375 | $85.9K | 0.00% | −385−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,997 | $101.7K | 0.00% | −264−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,674 | $119.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $159.6K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,188 | $208.5K | 0.04% | +8,188 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $214.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,617 | $219.0K | 0.00% | −1,494−14.8% | Reduced |
| Pitcairn Co | 8,923 | $227.2K | 0.02% | −768−7.9% | Reduced |
| Mariner, LLC | 9,337 | $237.0K | 0.00% | −371−3.8% | Reduced |
| Engineers Gate Manager LP | 9,422 | $239.9K | 0.01% | +9,422 | New |
| State Board of Administration of Florida Retirement System | 9,869 | $251.3K | 0.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,000 | $254.6K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 10,167 | $258.9K | 0.00% | +10,167 | New |
| The PNC Financial Services Group, Inc. | 10,494 | $267.2K | 0.00% | −8,982−46.1% | Reduced |
| Lion Street Advisors, LLC | 11,150 | $283.9K | 0.09% | +11,150 | New |
| UBS Group AG | 11,462 | $291.8K | 0.00% | +268+2.4% | Added |
| Handelsbanken Fonder AB | 12,500 | $318.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $326.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,220 | $362.0K | 0.00% | −3,337−19.0% | Reduced |
| ExodusPoint Capital Management, LP | 14,622 | $372.0K | 0.00% | +14,622 | New |
| First National Bank of Omaha | 14,792 | $376.6K | 0.02% | −598−3.9% | Reduced |
| US Bancorp | 15,273 | $388.9K | 0.00% | +326+2.2% | Added |
| Sutton Wealth Advisors Inc. | 15,700 | $399.7K | 0.21% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,235 | $413.0K | 0.04% | +2,812+20.9% | Added |
| Jane Street Group, LLC | 17,234 | $438.8K | 0.00% | +17,234 | New |
| Running Point Capital Advisors, LLC | 17,552 | $446.9K | 0.27% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,799 | $453.2K | 0.00% | +800+4.7% | Added |
| Diversified Trust Co | 20,475 | $521.3K | 0.02% | +1,200+6.2% | Added |
| Millennium Management LLC | 20,940 | $533.0K | 0.00% | +20,940 | New |
| SG Americas Securities, LLC | 21,811 | $555.0K | 0.01% | +21,811 | New |
| New World Advisors LLC | 22,430 | $571.1K | 0.22% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,857 | $581.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,125 | $587.1K | 0.01% | +3,150+14.3% | Added |
| Dynamic Technology Lab Private Ltd | 23,340 | $594.0K | 0.05% | +23,340 | New |
| Manufacturers Life Insurance Company, The | 24,214 | $616.5K | 0.00% | −207,406−89.5% | Reduced |
| Susquehanna International Group, LLP | 26,028 | $662.7K | 0.00% | +26,028 | New |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $678.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 27,470 | $699.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 29,339 | $747.0K | 0.00% | +583+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $778.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 30,717 | $782.1K | 0.00% | +7,119+30.2% | Added |
| Barclays PLC | 30,751 | $782.9K | 0.00% | +14,428+88.4% | Added |
| MetLife Investment Management | 31,885 | $811.8K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 32,934 | $838.5K | 0.04% | +2,182+7.1% | Added |
| CI Private Wealth, LLC | 41,034 | $1.04M | 0.00% | +41,034 | New |
| Deutsche Bank AG | 42,844 | $1.09M | 0.00% | +10,471+32.3% | Added |
| HB Wealth Management, LLC | 44,428 | $1.13M | 0.02% | +19,184+76.0% | Added |
| Wells Fargo & Company | 46,705 | $1.19M | 0.00% | +10,669+29.6% | Added |
| MAI Capital Management | 48,613 | $1.24M | 0.02% | +3,628+8.1% | Added |
| Renaissance Technologies LLC | 49,700 | $1.26M | 0.00% | +11,100+28.8% | Added |
| Credit Suisse AG | 53,320 | $1.36M | 0.00% | +3,490+7.0% | Added |
| UBS Asset Management Americas Inc | 60,850 | $1.55M | 0.00% | +1,831+3.1% | Added |
| Alberta Investment Management Corp | 61,789 | $1.57M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 63,173 | $1.61M | 0.00% | +2,029+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 63,573 | $1.62M | 0.01% | −22,559−26.2% | Reduced |
| Public Employees Retirement System of Ohio | 66,101 | $1.68M | 0.01% | +66,101 | New |
| Alliancebernstein L.P. | 67,600 | $1.72M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 74,518 | $1.90M | 0.00% | −40,343−35.1% | Reduced |
| California State Teachers Retirement System | 76,582 | $1.95M | 0.00% | −67−0.1% | Reduced |
| Rhumbline Advisers | 78,079 | $1.99M | 0.00% | +3,022+4.0% | Added |
| New York State Common Retirement Fund | 78,881 | $2.01M | 0.00% | +34,767+78.8% | Added |
| State of New Jersey Common Pension Fund D | 79,148 | $2.02M | 0.01% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 81,727 | $2.08M | 2.74% | −33,516−29.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 84,139 | $2.14M | 0.04% | −421−0.5% | Reduced |
| Pathway Financial Advisors LLC | 90,458 | $2.30M | 0.78% | +34,529+61.7% | Added |
| Financial Advisory Group | 90,667 | $2.31M | 0.47% | 00.0% | Unchanged |
| Macquarie Group Ltd | 107,975 | $2.75M | 0.00% | −2,327−2.1% | Reduced |
| Swiss National Bank | 132,600 | $3.38M | 0.00% | −12,900−8.9% | Reduced |
| Madison Asset Management, LLC | 168,942 | $4.30M | 0.07% | −6,334−3.6% | Reduced |
| Brookfield Asset Management Inc. | 174,809 | $4.45M | 0.02% | −45,614−20.7% | Reduced |
| JPMorgan Chase & Co | 180,612 | $4.60M | 0.00% | +11,801+7.0% | Added |
| Neuberger Berman Group LLC | 181,698 | $4.63M | 0.00% | +9,921+5.8% | Added |