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 |
|---|---|---|---|---|---|
| UBS Group AG | 11,462 | $291.8K | 0.00% | +268+2.4% | Added |
| Lion Street Advisors, LLC | 11,150 | $283.9K | 0.09% | +11,150 | New |
| The PNC Financial Services Group, Inc. | 10,494 | $267.2K | 0.00% | −8,982−46.1% | Reduced |
| Truist Financial Corp | 10,167 | $258.9K | 0.00% | +10,167 | New |
| Cape Cod Five Cents Savings Bank | 10,000 | $254.6K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,869 | $251.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,422 | $239.9K | 0.01% | +9,422 | New |
| Mariner, LLC | 9,337 | $237.0K | 0.00% | −371−3.8% | Reduced |
| Pitcairn Co | 8,923 | $227.2K | 0.02% | −768−7.9% | Reduced |
| Amalgamated Bank | 8,617 | $219.0K | 0.00% | −1,494−14.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $214.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,188 | $208.5K | 0.04% | +8,188 | New |
| HHM Wealth Advisors, LLC | 6,270 | $159.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,674 | $119.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,997 | $101.7K | 0.00% | −264−6.2% | Reduced |
| Metropolitan Life Insurance Co | 3,375 | $85.9K | 0.00% | −385−10.2% | Reduced |
| Eagle Bay Advisors LLC | 3,228 | $82.2K | 0.05% | +124+4.0% | Added |
| Amundi | 3,232 | $80.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,760 | $70.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,543 | $39.3K | 0.00% | −2,126−57.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,496 | $38.0K | 0.00% | −634−29.8% | Reduced |
| Umb Bank N A | 1,092 | $27.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,054 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,043 | $26.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,034 | $26.3K | 0.00% | −942−47.7% | Reduced |
| Advisory Services Network, LLC | 775 | $19.7K | 0.00% | −539−41.0% | Reduced |
| ZRC Wealth Management, LLC | 672 | $17.1K | 0.02% | +672 | New |
| CWM, LLC | 684 | $17.0K | 0.00% | +1+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 440 | $11.2K | 0.00% | +110+33.3% | Added |
| Leonteq Securities AG | 438 | $11.2K | 0.00% | −36−7.6% | Reduced |
| Citadel Advisors LLC | 172 | $4.38K | 0.00% | −48,266−99.6% | Reduced |
| Signaturefd, LLC | 144 | $3.67K | 0.00% | −47−24.6% | Reduced |
| TCI Wealth Advisors, Inc. | 140 | $3.56K | 0.00% | +140 | New |
| Private Trust Co NA | 132 | $3.36K | 0.00% | −252−65.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 61 | $2.00K | 0.00% | −14−18.7% | Reduced |
| Parallel Advisors, LLC | 68 | $1.73K | 0.00% | +42+161.5% | Added |
| IFP Advisors, Inc | 87 | $1.42K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $611 | 0.00% | −7−22.6% | Reduced |
| Bell Investment Advisors, Inc | 21 | $535 | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 19 | $484 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $382 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $179 | 0.00% | −12−63.2% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −870,443−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −478,752−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −76,865−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −71,757−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −29,044−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −28,100−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −22,874−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −22,162−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −21,396−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |