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.
Q2 2023 vs. Q1 2023
How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 144 | 147 | +3 |
| Shares | 56.4M | 57.2M | +842.1K (+1.5%) |
| Value | $1.43B | $1.42B | −$17.4M (−1.2%) |
New holders (19)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| NovaPoint Capital, LLC | 445,950 | $11.1M | 4.12% |
| Two Sigma Investments, LP | 91,875 | $2.28M | 0.01% |
| Apollon Wealth Management, LLC | 86,320 | $2.14M | 0.10% |
| Full Sail Capital, LLC | 45,257 | $1.12M | 0.10% |
| Balyasny Asset Management LLC | 40,940 | $1.01M | 0.00% |
| Cornercap Investment Counsel Inc | 40,322 | $999.2K | 0.17% |
| Captrust Financial Advisors | 39,417 | $976.8K | 0.00% |
| Quadrant Private Wealth Management, LLC | 18,100 | $448.5K | 0.13% |
| Bessemer Group Inc | 18,031 | $447.0K | 0.00% |
| Occudo Quantitative Strategies LP | 16,136 | $399.9K | 0.04% |
| Man Group plc | 9,300 | $230.5K | 0.00% |
| Jump Financial, LLC | 8,773 | $217.4K | 0.01% |
| Aquatic Capital Management LLC | 3,800 | $94.0K | 0.01% |
| Russell Investments Group, Ltd. | 3,514 | $87.1K | 0.00% |
| Harbor Investment Advisory, LLC | 1,784 | $44.2K | 0.01% |
| Intrepid Capital Management Inc | 700 | $17.3K | 0.01% |
| GoalVest Advisory LLC | 107 | $2.65K | 0.00% |
| Massmutual Trust Co FSB | 39 | $966 | 0.00% |
| Lindbrook Capital, LLC | 13 | $322 | 0.00% |
Sold out (16)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| American Century Companies Inc | 475,183 | $12.1M |
| Driehaus Capital Management LLC | 308,624 | $7.86M |
| Guardian Point Capital, LP | 200,000 | $5.09M |
| Neuberger Berman Group LLC | 181,698 | $4.63M |
| Brookfield Asset Management Inc. | 174,809 | $4.45M |
| State of New Jersey Common Pension Fund D | 79,148 | $2.02M |
| Alberta Investment Management Corp | 61,789 | $1.57M |
| Dynamic Technology Lab Private Ltd | 23,340 | $594.0K |
| SG Americas Securities, LLC | 21,811 | $555.0K |
| Lion Street Advisors, LLC | 11,150 | $283.9K |
| Engineers Gate Manager LP | 9,422 | $239.9K |
| Advisory Services Network, LLC | 775 | $19.7K |
| Leonteq Securities AG | 438 | $11.2K |
| TCI Wealth Advisors, Inc. | 140 | $3.56K |
| Parallel Advisors, LLC | 68 | $1.73K |
| Bell Investment Advisors, Inc | 21 | $535 |