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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 15,700 | $389.0K | 0.19% | 00.0% | Unchanged |
| First National Bank of Omaha | 14,792 | $366.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,816 | $318.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,604 | $312.3K | 0.06% | +4,416+53.9% | Added |
| Handelsbanken Fonder AB | 12,500 | $310.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,819 | $268.1K | 0.00% | +652+6.4% | Added |
| The PNC Financial Services Group, Inc. | 9,628 | $238.6K | 0.00% | −866−8.3% | Reduced |
| Man Group plc | 9,300 | $230.5K | 0.00% | +9,300 | New |
| UBS Group AG | 9,279 | $229.9K | 0.00% | −2,183−19.0% | Reduced |
| Amalgamated Bank | 9,077 | $225.0K | 0.00% | +460+5.3% | Added |
| Mariner, LLC | 8,977 | $222.4K | 0.00% | −360−3.9% | Reduced |
| Pitcairn Co | 8,884 | $220.1K | 0.02% | −39−0.4% | Reduced |
| Jump Financial, LLC | 8,773 | $217.4K | 0.01% | +8,773 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,437 | $209.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $155.4K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,674 | $115.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,562 | $113.0K | 0.00% | −10,711−70.1% | Reduced |
| Aquatic Capital Management LLC | 3,800 | $94.0K | 0.01% | +3,800 | New |
| Advisor Group Holdings, Inc. | 3,717 | $92.1K | 0.00% | −280−7.0% | Reduced |
| Russell Investments Group, Ltd. | 3,514 | $87.1K | 0.00% | +3,514 | New |
| Metropolitan Life Insurance Co | 3,375 | $83.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,232 | $78.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,760 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,754 | $68.2K | 0.00% | +1,258+84.1% | Added |
| Eagle Bay Advisors LLC | 2,656 | $65.8K | 0.04% | −572−17.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,326 | $57.6K | 0.00% | +1,292+125.0% | Added |
| Allworth Financial LP | 2,016 | $50.0K | 0.00% | +2,009+28,700.0% | Added |
| Harbor Investment Advisory, LLC | 1,784 | $44.2K | 0.01% | +1,784 | New |
| Umb Bank N A | 1,092 | $27.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 862 | $21.4K | 0.00% | −181−17.4% | Reduced |
| Nisa Investment Advisors, LLC | 830 | $20.6K | 0.00% | −224−21.3% | Reduced |
| Intrepid Capital Management Inc | 700 | $17.3K | 0.01% | +700 | New |
| ZRC Wealth Management, LLC | 672 | $16.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 630 | $15.6K | 0.00% | +190+43.2% | Added |
| CWM, LLC | 616 | $15.0K | 0.00% | −68−9.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 385 | $9.54K | 0.00% | +241+167.4% | Added |
| Private Trust Co NA | 132 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 125 | $3.10K | 0.00% | +106+557.9% | Added |
| GoalVest Advisory LLC | 107 | $2.65K | 0.00% | +107 | New |
| IFP Advisors, Inc | 87 | $1.42K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $1.02K | 0.00% | +26+173.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 38 | $1.00K | 0.00% | −23−37.7% | Reduced |
| Massmutual Trust Co FSB | 39 | $966 | 0.00% | +39 | New |
| Proequities, Inc. | 24 | $594 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $322 | 0.00% | +13 | New |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |