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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 169,266 | $4.19M | 0.06% | +324+0.2% | Added |
| JPMorgan Chase & Co | 183,938 | $4.56M | 0.00% | +3,326+1.8% | Added |
| Otter Creek Advisors, LLC | 189,617 | $4.70M | 4.10% | +107,890+132.0% | Added |
| Morgan Stanley | 222,342 | $5.51M | 0.00% | −22,508−9.2% | Reduced |
| Nicholas Company, Inc. | 224,065 | $5.55M | 0.11% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 241,645 | $5.99M | 0.00% | +13,660+6.0% | Added |
| Citadel Advisors LLC | 257,651 | $6.38M | 0.01% | +257,479+149,697.1% | Added |
| Bank of America Corp | 311,219 | $7.71M | 0.00% | −279,781−47.3% | Reduced |
| Millennium Management LLC | 349,282 | $8.66M | 0.01% | +328,342+1,568.0% | Added |
| Tributary Capital Management, LLC | 356,933 | $8.84M | 0.79% | −5,592−1.5% | Reduced |
| Confluence Investment Management LLC | 400,726 | $9.93M | 0.14% | −32,204−7.4% | Reduced |
| Kornitzer Capital Management Inc | 411,290 | $10.2M | 0.20% | +59,900+17.0% | Added |
| Ci Investments Inc. | 416,930 | $10.3M | 0.05% | −314,000−43.0% | Reduced |
| Toscafund Asset Management LLP | 422,149 | $10.5M | 41.10% | +21,273+5.3% | Added |
| Kennedy Capital Management, Inc. | 425,356 | $10.5M | 0.25% | +155,299+57.5% | Added |
| SEI Investments Co | 431,749 | $10.7M | 0.02% | +26,542+6.6% | Added |
| State of Wisconsin Investment Board | 435,068 | $10.8M | 0.03% | −2,833−0.6% | Reduced |
| NovaPoint Capital, LLC | 445,950 | $11.1M | 4.12% | +445,950 | New |
| Charles Schwab Investment Management Inc | 464,787 | $11.5M | 0.00% | +9,484+2.1% | Added |
| Price T Rowe Associates Inc | 485,370 | $12.0M | 0.00% | +504+0.1% | Added |
| Royal Bank of Canada | 661,906 | $16.4M | 0.00% | +94,243+16.6% | Added |
| Dimensional Fund Advisors LP | 663,453 | $16.4M | 0.01% | +132,839+25.0% | Added |
| Granite Investment Partners, LLC | 665,590 | $16.5M | 0.66% | −420.0% | Reduced |
| Peregrine Capital Management LLC | 688,126 | $17.1M | 0.46% | +60,569+9.7% | Added |
| Emerald Mutual Fund Advisers Trust | 766,517 | $19.0M | 1.03% | −54,573−6.6% | Reduced |
| Nuveen Asset Management, LLC | 824,252 | $20.4M | 0.01% | +152,451+22.7% | Added |
| Northern Trust Corp | 830,250 | $20.6M | 0.00% | −7,646−0.9% | Reduced |
| Hood River Capital Management LLC | 853,116 | $21.1M | 0.63% | +75,927+9.8% | Added |
| Bank of New York Mellon Corp | 892,730 | $22.1M | 0.00% | −50,218−5.3% | Reduced |
| Emerald Advisers, LLC | 934,307 | $23.2M | 1.01% | −92,183−9.0% | Reduced |
| Janus Henderson Group PLC | 1,015,403 | $25.2M | 0.02% | +158,318+18.5% | Added |
| Point72 Asset Management, L.P. | 1,045,100 | $25.9M | 0.09% | +538,472+106.3% | Added |
| Rockefeller Capital Management L.P. | 1,078,844 | $26.7M | 0.10% | +103,378+10.6% | Added |
| Venator Management LLC | 1,212,326 | $30.0M | 10.95% | −2,000−0.2% | Reduced |
| State Street Corp | 1,241,824 | $30.8M | 0.00% | +12,958+1.1% | Added |
| Geode Capital Management, LLC | 1,248,657 | $30.9M | 0.00% | +45,648+3.8% | Added |
| Aristotle Capital Boston, LLC | 1,452,387 | $36.0M | 1.08% | +33,718+2.4% | Added |
| Loomis Sayles & Co L P | 1,629,971 | $40.4M | 0.07% | −15,068−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,652,720 | $41.0M | 0.03% | −2,371,498−58.9% | Reduced |
| Macquarie Group Ltd | 1,863,838 | $46.2M | 0.05% | +1,755,863+1,626.2% | Added |
| Westwood Holdings Group Inc. | 2,001,794 | $49.6M | 0.44% | +515,765+34.7% | Added |
| Invesco Ltd. | 2,058,867 | $51.0M | 0.01% | −19,033−0.9% | Reduced |
| Bamco Inc | 3,112,000 | $77.1M | 0.21% | −549,625−15.0% | Reduced |
| Champlain Investment Partners, LLC | 3,319,445 | $82.3M | 0.51% | −149,615−4.3% | Reduced |
| BlackRock Inc. | 4,215,084 | $104.4M | 0.00% | +256,122+6.5% | Added |
| FMR LLC | 5,736,382 | $142.1M | 0.01% | +514,442+9.9% | Added |
| Vanguard Group Inc | 5,921,853 | $146.7M | 0.00% | +63,959+1.1% | Added |
| American Century Companies Inc | 0 | $0 | 0.00% | −475,183−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −308,624−100.0% | Sold out |
| Guardian Point Capital, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −181,698−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −174,809−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −79,148−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −61,789−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,340−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −21,811−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,422−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |