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, Q2 2023
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 147
- +3 vs. Q1 2023
- Shares held
- 57.2M
- +842.1K (+1.5%) vs. Q1 2023
- Total value
- $1.42B
- −$17.4M (−1.2%) vs. Q1 2023
- New holders
- 19
- 59 more added
- Sold out
- 16
- 41 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,921,853 | $146.7M | 0.00% | +63,959+1.1% | Added |
| FMR LLC | 5,736,382 | $142.1M | 0.01% | +514,442+9.9% | Added |
| BlackRock Inc. | 4,215,084 | $104.4M | 0.00% | +256,122+6.5% | Added |
| Champlain Investment Partners, LLC | 3,319,445 | $82.3M | 0.51% | −149,615−4.3% | Reduced |
| Bamco Inc | 3,112,000 | $77.1M | 0.21% | −549,625−15.0% | Reduced |
| Invesco Ltd. | 2,058,867 | $51.0M | 0.01% | −19,033−0.9% | Reduced |
| Westwood Holdings Group Inc. | 2,001,794 | $49.6M | 0.44% | +515,765+34.7% | Added |
| Macquarie Group Ltd | 1,863,838 | $46.2M | 0.05% | +1,755,863+1,626.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,652,720 | $41.0M | 0.03% | −2,371,498−58.9% | Reduced |
| Loomis Sayles & Co L P | 1,629,971 | $40.4M | 0.07% | −15,068−0.9% | Reduced |
| Aristotle Capital Boston, LLC | 1,452,387 | $36.0M | 1.08% | +33,718+2.4% | Added |
| Geode Capital Management, LLC | 1,248,657 | $30.9M | 0.00% | +45,648+3.8% | Added |
| State Street Corp | 1,241,824 | $30.8M | 0.00% | +12,958+1.1% | Added |
| Venator Management LLC | 1,212,326 | $30.0M | 10.95% | −2,000−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,078,844 | $26.7M | 0.10% | +103,378+10.6% | Added |
| Point72 Asset Management, L.P. | 1,045,100 | $25.9M | 0.09% | +538,472+106.3% | Added |
| Janus Henderson Group PLC | 1,015,403 | $25.2M | 0.02% | +158,318+18.5% | Added |
| Emerald Advisers, LLC | 934,307 | $23.2M | 1.01% | −92,183−9.0% | Reduced |
| Bank of New York Mellon Corp | 892,730 | $22.1M | 0.00% | −50,218−5.3% | Reduced |
| Hood River Capital Management LLC | 853,116 | $21.1M | 0.63% | +75,927+9.8% | Added |
| Northern Trust Corp | 830,250 | $20.6M | 0.00% | −7,646−0.9% | Reduced |
| Nuveen Asset Management, LLC | 824,252 | $20.4M | 0.01% | +152,451+22.7% | Added |
| Emerald Mutual Fund Advisers Trust | 766,517 | $19.0M | 1.03% | −54,573−6.6% | Reduced |
| Peregrine Capital Management LLC | 688,126 | $17.1M | 0.46% | +60,569+9.7% | Added |
| Granite Investment Partners, LLC | 665,590 | $16.5M | 0.66% | −420.0% | Reduced |
| Dimensional Fund Advisors LP | 663,453 | $16.4M | 0.01% | +132,839+25.0% | Added |
| Royal Bank of Canada | 661,906 | $16.4M | 0.00% | +94,243+16.6% | Added |
| Price T Rowe Associates Inc | 485,370 | $12.0M | 0.00% | +504+0.1% | Added |
| Charles Schwab Investment Management Inc | 464,787 | $11.5M | 0.00% | +9,484+2.1% | Added |
| NovaPoint Capital, LLC | 445,950 | $11.1M | 4.12% | +445,950 | New |
| State of Wisconsin Investment Board | 435,068 | $10.8M | 0.03% | −2,833−0.6% | Reduced |
| SEI Investments Co | 431,749 | $10.7M | 0.02% | +26,542+6.6% | Added |
| Kennedy Capital Management, Inc. | 425,356 | $10.5M | 0.25% | +155,299+57.5% | Added |
| Toscafund Asset Management LLP | 422,149 | $10.5M | 41.10% | +21,273+5.3% | Added |
| Ci Investments Inc. | 416,930 | $10.3M | 0.05% | −314,000−43.0% | Reduced |
| Kornitzer Capital Management Inc | 411,290 | $10.2M | 0.20% | +59,900+17.0% | Added |
| Confluence Investment Management LLC | 400,726 | $9.93M | 0.14% | −32,204−7.4% | Reduced |
| Tributary Capital Management, LLC | 356,933 | $8.84M | 0.79% | −5,592−1.5% | Reduced |
| Millennium Management LLC | 349,282 | $8.66M | 0.01% | +328,342+1,568.0% | Added |
| Bank of America Corp | 311,219 | $7.71M | 0.00% | −279,781−47.3% | Reduced |
| Citadel Advisors LLC | 257,651 | $6.38M | 0.01% | +257,479+149,697.1% | Added |
| Goldman Sachs Group Inc | 241,645 | $5.99M | 0.00% | +13,660+6.0% | Added |
| Nicholas Company, Inc. | 224,065 | $5.55M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 222,342 | $5.51M | 0.00% | −22,508−9.2% | Reduced |
| Otter Creek Advisors, LLC | 189,617 | $4.70M | 4.10% | +107,890+132.0% | Added |
| JPMorgan Chase & Co | 183,938 | $4.56M | 0.00% | +3,326+1.8% | Added |
| Madison Asset Management, LLC | 169,266 | $4.19M | 0.06% | +324+0.2% | Added |
| Algert Global LLC | 136,824 | $3.39M | 0.15% | +103,890+315.4% | Added |
| Swiss National Bank | 135,100 | $3.35M | 0.00% | +2,500+1.9% | Added |
| Rhumbline Advisers | 93,199 | $2.31M | 0.00% | +15,120+19.4% | Added |
| Two Sigma Investments, LP | 91,875 | $2.28M | 0.01% | +91,875 | New |
| Pathway Financial Advisors LLC | 90,458 | $2.24M | 0.73% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 88,422 | $2.19M | 0.01% | +22,321+33.8% | Added |
| Apollon Wealth Management, LLC | 86,320 | $2.14M | 0.10% | +86,320 | New |
| Credit Suisse AG | 80,633 | $2.00M | 0.00% | +27,313+51.2% | Added |
| California State Teachers Retirement System | 74,270 | $1.84M | 0.00% | −2,312−3.0% | Reduced |
| First Trust Advisors LP | 73,888 | $1.83M | 0.00% | −630−0.8% | Reduced |
| Financial Advisory Group | 73,667 | $1.83M | 0.36% | −17,000−18.7% | Reduced |
| ExodusPoint Capital Management, LP | 73,000 | $1.81M | 0.02% | +58,378+399.2% | Added |
| New York State Common Retirement Fund | 72,135 | $1.79M | 0.00% | −6,746−8.6% | Reduced |
| Renaissance Technologies LLC | 72,000 | $1.78M | 0.00% | +22,300+44.9% | Added |
| Wells Fargo & Company | 68,315 | $1.69M | 0.00% | +21,610+46.3% | Added |
| Alliancebernstein L.P. | 67,600 | $1.68M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 66,707 | $1.65M | 0.00% | +3,534+5.6% | Added |
| UBS Asset Management Americas Inc | 60,850 | $1.55M | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 61,850 | $1.53M | 0.02% | −22,289−26.5% | Reduced |
| Legal & General Group Plc | 58,836 | $1.46M | 0.00% | +28,119+91.5% | Added |
| Franklin Resources Inc | 54,624 | $1.35M | 0.00% | −266,477−83.0% | Reduced |
| MAI Capital Management | 48,613 | $1.20M | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 45,257 | $1.12M | 0.10% | +45,257 | New |
| HB Wealth Management, LLC | 44,453 | $1.10M | 0.02% | +25+0.1% | Added |
| CI Private Wealth, LLC | 41,034 | $1.02M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 40,940 | $1.01M | 0.00% | +40,940 | New |
| Cornercap Investment Counsel Inc | 40,322 | $999.2K | 0.17% | +40,322 | New |
| Captrust Financial Advisors | 39,417 | $976.8K | 0.00% | +39,417 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 34,147 | $846.2K | 0.00% | −29,426−46.3% | Reduced |
| Jane Street Group, LLC | 32,348 | $801.6K | 0.00% | +15,114+87.7% | Added |
| MetLife Investment Management | 31,885 | $790.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $758.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 28,465 | $705.4K | 0.00% | −874−3.0% | Reduced |
| Deutsche Bank AG | 28,080 | $695.8K | 0.00% | −14,764−34.5% | Reduced |
| Ensign Peak Advisors, Inc | 27,470 | $680.7K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 27,430 | $679.7K | 0.24% | +5,000+22.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $660.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,125 | $622.6K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,240 | $600.7K | 0.00% | +26+0.1% | Added |
| Voya Investment Management LLC | 24,011 | $595.0K | 0.00% | +1,154+5.0% | Added |
| Barclays PLC | 23,568 | $584.0K | 0.00% | −7,183−23.4% | Reduced |
| Running Point Capital Advisors, LLC | 20,902 | $518.0K | 0.29% | +3,350+19.1% | Added |
| Van Hulzen Asset Management, LLC | 20,547 | $509.0K | 0.04% | +4,312+26.6% | Added |
| Diversified Trust Co | 20,350 | $504.3K | 0.02% | −125−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,000 | $495.6K | 0.05% | +10,000+100.0% | Added |
| Citigroup Inc | 19,175 | $475.2K | 0.00% | +17,632+1,142.7% | Added |
| Quadrant Private Wealth Management, LLC | 18,100 | $448.5K | 0.13% | +18,100 | New |
| Bessemer Group Inc | 18,031 | $447.0K | 0.00% | +18,031 | New |
| Susquehanna International Group, LLP | 17,710 | $438.9K | 0.00% | −8,318−32.0% | Reduced |
| Arizona State Retirement System | 17,428 | $431.9K | 0.00% | −371−2.1% | Reduced |
| Natixis Advisors, L.P. | 16,883 | $418.0K | 0.00% | +2,663+18.7% | Added |
| State Board of Administration of Florida Retirement System | 16,789 | $416.0K | 0.00% | +6,920+70.1% | Added |
| Occudo Quantitative Strategies LP | 16,136 | $399.9K | 0.04% | +16,136 | New |