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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $322 | 0.00% | +13 | New |
| Proequities, Inc. | 24 | $594 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $966 | 0.00% | +39 | New |
| Benjamin F. Edwards & Company, Inc. | 38 | $1.00K | 0.00% | −23−37.7% | Reduced |
| Glassman Wealth Services | 41 | $1.02K | 0.00% | +26+173.3% | Added |
| IFP Advisors, Inc | 87 | $1.42K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 107 | $2.65K | 0.00% | +107 | New |
| Quadrant Capital Group LLC | 125 | $3.10K | 0.00% | +106+557.9% | Added |
| Private Trust Co NA | 132 | $3.27K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 385 | $9.54K | 0.00% | +241+167.4% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 616 | $15.0K | 0.00% | −68−9.9% | Reduced |
| Atwood & Palmer Inc | 630 | $15.6K | 0.00% | +190+43.2% | Added |
| ZRC Wealth Management, LLC | 672 | $16.7K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 700 | $17.3K | 0.01% | +700 | New |
| Nisa Investment Advisors, LLC | 830 | $20.6K | 0.00% | −224−21.3% | Reduced |
| First Horizon Advisors, Inc. | 862 | $21.4K | 0.00% | −181−17.4% | Reduced |
| Umb Bank N A | 1,092 | $27.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,784 | $44.2K | 0.01% | +1,784 | New |
| Allworth Financial LP | 2,016 | $50.0K | 0.00% | +2,009+28,700.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,326 | $57.6K | 0.00% | +1,292+125.0% | Added |
| Eagle Bay Advisors LLC | 2,656 | $65.8K | 0.04% | −572−17.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,754 | $68.2K | 0.00% | +1,258+84.1% | Added |
| Great West Life Assurance Co | 2,760 | $69.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,232 | $78.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,375 | $83.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,514 | $87.1K | 0.00% | +3,514 | New |
| Advisor Group Holdings, Inc. | 3,717 | $92.1K | 0.00% | −280−7.0% | Reduced |
| Aquatic Capital Management LLC | 3,800 | $94.0K | 0.01% | +3,800 | New |
| US Bancorp | 4,562 | $113.0K | 0.00% | −10,711−70.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,674 | $115.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $155.4K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $209.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,773 | $217.4K | 0.01% | +8,773 | New |
| Pitcairn Co | 8,884 | $220.1K | 0.02% | −39−0.4% | Reduced |
| Mariner, LLC | 8,977 | $222.4K | 0.00% | −360−3.9% | Reduced |
| Amalgamated Bank | 9,077 | $225.0K | 0.00% | +460+5.3% | Added |
| UBS Group AG | 9,279 | $229.9K | 0.00% | −2,183−19.0% | Reduced |
| Man Group plc | 9,300 | $230.5K | 0.00% | +9,300 | New |
| The PNC Financial Services Group, Inc. | 9,628 | $238.6K | 0.00% | −866−8.3% | Reduced |
| Truist Financial Corp | 10,819 | $268.1K | 0.00% | +652+6.4% | Added |
| Handelsbanken Fonder AB | 12,500 | $310.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,604 | $312.3K | 0.06% | +4,416+53.9% | Added |
| Public Employees Retirement Association of Colorado | 12,816 | $318.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 14,792 | $366.5K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15,700 | $389.0K | 0.19% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,136 | $399.9K | 0.04% | +16,136 | New |
| State Board of Administration of Florida Retirement System | 16,789 | $416.0K | 0.00% | +6,920+70.1% | Added |
| Natixis Advisors, L.P. | 16,883 | $418.0K | 0.00% | +2,663+18.7% | Added |
| Arizona State Retirement System | 17,428 | $431.9K | 0.00% | −371−2.1% | Reduced |
| Susquehanna International Group, LLP | 17,710 | $438.9K | 0.00% | −8,318−32.0% | Reduced |
| Bessemer Group Inc | 18,031 | $447.0K | 0.00% | +18,031 | New |
| Quadrant Private Wealth Management, LLC | 18,100 | $448.5K | 0.13% | +18,100 | New |
| Citigroup Inc | 19,175 | $475.2K | 0.00% | +17,632+1,142.7% | Added |
| Cape Cod Five Cents Savings Bank | 20,000 | $495.6K | 0.05% | +10,000+100.0% | Added |
| Diversified Trust Co | 20,350 | $504.3K | 0.02% | −125−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 20,547 | $509.0K | 0.04% | +4,312+26.6% | Added |
| Running Point Capital Advisors, LLC | 20,902 | $518.0K | 0.29% | +3,350+19.1% | Added |
| Barclays PLC | 23,568 | $584.0K | 0.00% | −7,183−23.4% | Reduced |
| Voya Investment Management LLC | 24,011 | $595.0K | 0.00% | +1,154+5.0% | Added |
| Manufacturers Life Insurance Company, The | 24,240 | $600.7K | 0.00% | +26+0.1% | Added |
| GWM Advisors LLC | 25,125 | $622.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $660.3K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 27,430 | $679.7K | 0.24% | +5,000+22.3% | Added |
| Ensign Peak Advisors, Inc | 27,470 | $680.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,080 | $695.8K | 0.00% | −14,764−34.5% | Reduced |
| American International Group, Inc. | 28,465 | $705.4K | 0.00% | −874−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $758.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 31,885 | $790.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 32,348 | $801.6K | 0.00% | +15,114+87.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,147 | $846.2K | 0.00% | −29,426−46.3% | Reduced |
| Captrust Financial Advisors | 39,417 | $976.8K | 0.00% | +39,417 | New |
| Cornercap Investment Counsel Inc | 40,322 | $999.2K | 0.17% | +40,322 | New |
| Balyasny Asset Management LLC | 40,940 | $1.01M | 0.00% | +40,940 | New |
| CI Private Wealth, LLC | 41,034 | $1.02M | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 44,453 | $1.10M | 0.02% | +25+0.1% | Added |
| Full Sail Capital, LLC | 45,257 | $1.12M | 0.10% | +45,257 | New |
| MAI Capital Management | 48,613 | $1.20M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 54,624 | $1.35M | 0.00% | −266,477−83.0% | Reduced |
| Legal & General Group Plc | 58,836 | $1.46M | 0.00% | +28,119+91.5% | Added |
| Gilder Gagnon Howe & Co LLC | 61,850 | $1.53M | 0.02% | −22,289−26.5% | Reduced |
| UBS Asset Management Americas Inc | 60,850 | $1.55M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 66,707 | $1.65M | 0.00% | +3,534+5.6% | Added |
| Alliancebernstein L.P. | 67,600 | $1.68M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 68,315 | $1.69M | 0.00% | +21,610+46.3% | Added |
| Renaissance Technologies LLC | 72,000 | $1.78M | 0.00% | +22,300+44.9% | Added |
| New York State Common Retirement Fund | 72,135 | $1.79M | 0.00% | −6,746−8.6% | Reduced |
| ExodusPoint Capital Management, LP | 73,000 | $1.81M | 0.02% | +58,378+399.2% | Added |
| Financial Advisory Group | 73,667 | $1.83M | 0.36% | −17,000−18.7% | Reduced |
| First Trust Advisors LP | 73,888 | $1.83M | 0.00% | −630−0.8% | Reduced |
| California State Teachers Retirement System | 74,270 | $1.84M | 0.00% | −2,312−3.0% | Reduced |
| Credit Suisse AG | 80,633 | $2.00M | 0.00% | +27,313+51.2% | Added |
| Apollon Wealth Management, LLC | 86,320 | $2.14M | 0.10% | +86,320 | New |
| Public Employees Retirement System of Ohio | 88,422 | $2.19M | 0.01% | +22,321+33.8% | Added |
| Pathway Financial Advisors LLC | 90,458 | $2.24M | 0.73% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 91,875 | $2.28M | 0.01% | +91,875 | New |
| Rhumbline Advisers | 93,199 | $2.31M | 0.00% | +15,120+19.4% | Added |
| Swiss National Bank | 135,100 | $3.35M | 0.00% | +2,500+1.9% | Added |
| Algert Global LLC | 136,824 | $3.39M | 0.15% | +103,890+315.4% | Added |