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, Q3 2023
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 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
- 153
- +6 vs. Q2 2023
- Shares held
- 59.3M
- +2.07M (+3.6%) vs. Q2 2023
- Total value
- $1.38B
- −$40.6M (−2.9%) vs. Q2 2023
- New holders
- 15
- 58 more added
- Sold out
- 9
- 53 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,674,940 | $201.5M | 0.02% | +2,938,558+51.2% | Added |
| Vanguard Group Inc | 5,995,615 | $139.3M | 0.00% | +73,762+1.2% | Added |
| BlackRock Inc. | 4,226,736 | $98.2M | 0.00% | +11,652+0.3% | Added |
| Champlain Investment Partners, LLC | 3,741,785 | $86.9M | 0.56% | +422,340+12.7% | Added |
| Bamco Inc | 3,110,000 | $72.2M | 0.21% | −2,000−0.1% | Reduced |
| Macquarie Group Ltd | 2,478,497 | $57.6M | 0.07% | +614,659+33.0% | Added |
| Invesco Ltd. | 2,112,762 | $49.1M | 0.01% | +53,895+2.6% | Added |
| Westwood Holdings Group Inc. | 1,742,917 | $40.5M | 0.38% | −258,877−12.9% | Reduced |
| Loomis Sayles & Co L P | 1,580,638 | $36.7M | 0.06% | −49,333−3.0% | Reduced |
| Aristotle Capital Boston, LLC | 1,509,313 | $35.1M | 1.13% | +56,926+3.9% | Added |
| Geode Capital Management, LLC | 1,299,465 | $30.2M | 0.00% | +50,808+4.1% | Added |
| State Street Corp | 1,244,664 | $28.9M | 0.00% | +2,840+0.2% | Added |
| Venator Management LLC | 1,212,326 | $28.2M | 10.40% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,133,781 | $26.3M | 0.01% | +241,051+27.0% | Added |
| Hood River Capital Management LLC | 1,046,426 | $24.3M | 0.78% | +193,310+22.7% | Added |
| Janus Henderson Group PLC | 1,012,678 | $23.5M | 0.02% | −2,725−0.3% | Reduced |
| Point72 Asset Management, L.P. | 961,686 | $22.3M | 0.08% | −83,414−8.0% | Reduced |
| Emerald Advisers, LLC | 934,086 | $21.7M | 1.05% | −2210.0% | Reduced |
| Rockefeller Capital Management L.P. | 873,291 | $20.3M | 0.08% | −205,553−19.1% | Reduced |
| Northern Trust Corp | 842,395 | $19.6M | 0.00% | +12,145+1.5% | Added |
| Dimensional Fund Advisors LP | 826,483 | $19.2M | 0.01% | +163,030+24.6% | Added |
| Nuveen Asset Management, LLC | 822,311 | $19.1M | 0.01% | −1,941−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 759,517 | $17.6M | 1.06% | −7,000−0.9% | Reduced |
| Granite Investment Partners, LLC | 672,556 | $15.6M | 0.65% | +6,966+1.0% | Added |
| Royal Bank of Canada | 660,364 | $15.3M | 0.00% | −1,542−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 589,298 | $13.7M | 0.01% | −1,063,422−64.3% | Reduced |
| Peregrine Capital Management LLC | 586,922 | $13.6M | 0.41% | −101,204−14.7% | Reduced |
| Charles Schwab Investment Management Inc | 484,059 | $11.2M | 0.00% | +19,272+4.1% | Added |
| SEI Investments Co | 441,910 | $10.3M | 0.02% | +10,161+2.4% | Added |
| Kennedy Capital Management, Inc. | 431,408 | $10.0M | 0.24% | +6,052+1.4% | Added |
| Tributary Capital Management, LLC | 420,325 | $9.76M | 0.92% | +63,392+17.8% | Added |
| Kornitzer Capital Management Inc | 411,290 | $9.55M | 0.20% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 408,339 | $9.49M | 0.03% | −26,729−6.1% | Reduced |
| Toscafund Asset Management LLP | 374,327 | $8.70M | 55.92% | −47,822−11.3% | Reduced |
| Price T Rowe Associates Inc | 346,033 | $8.04M | 0.00% | −139,337−28.7% | Reduced |
| Bank of America Corp | 313,061 | $7.27M | 0.00% | +1,842+0.6% | Added |
| Ci Investments Inc. | 257,030 | $5.97M | 0.03% | −159,900−38.4% | Reduced |
| Nicholas Company, Inc. | 224,065 | $5.21M | 0.10% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 221,030 | $5.13M | 2.74% | +221,030 | New |
| Envestnet Asset Management Inc | 206,391 | $4.79M | 0.00% | +139,684+209.4% | Added |
| Millennium Management LLC | 203,127 | $4.72M | 0.00% | −146,155−41.8% | Reduced |
| Morgan Stanley | 175,725 | $4.08M | 0.00% | −46,617−21.0% | Reduced |
| JPMorgan Chase & Co | 170,604 | $3.96M | 0.00% | −13,334−7.2% | Reduced |
| Madison Asset Management, LLC | 169,184 | $3.93M | 0.06% | −820.0% | Reduced |
| Two Sigma Investments, LP | 165,089 | $3.84M | 0.01% | +73,214+79.7% | Added |
| Confluence Investment Management LLC | 146,781 | $3.41M | 0.05% | −253,945−63.4% | Reduced |
| Swiss National Bank | 140,100 | $3.25M | 0.00% | +5,000+3.7% | Added |
| Balyasny Asset Management LLC | 132,053 | $3.07M | 0.01% | +91,113+222.6% | Added |
| Otter Creek Advisors, LLC | 125,617 | $2.92M | 3.04% | −64,000−33.8% | Reduced |
| Renaissance Technologies LLC | 119,894 | $2.79M | 0.00% | +47,894+66.5% | Added |
| Financial Advisory Group | 118,925 | $2.76M | 0.57% | +45,258+61.4% | Added |
| State of New Jersey Common Pension Fund D | 94,600 | $2.20M | 0.01% | +94,600 | New |
| Pathway Financial Advisors LLC | 90,458 | $2.10M | 0.72% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 88,422 | $2.05M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 81,774 | $1.90M | 0.00% | −159,871−66.2% | Reduced |
| Algert Global LLC | 79,564 | $1.85M | 0.09% | −57,260−41.8% | Reduced |
| Rhumbline Advisers | 78,995 | $1.84M | 0.00% | −14,204−15.2% | Reduced |
| Credit Suisse AG | 78,053 | $1.81M | 0.00% | −2,580−3.2% | Reduced |
| New York State Common Retirement Fund | 72,145 | $1.68M | 0.00% | +100.0% | Added |
| First Trust Advisors LP | 70,668 | $1.64M | 0.00% | −3,220−4.4% | Reduced |
| California State Teachers Retirement System | 69,619 | $1.62M | 0.00% | −4,651−6.3% | Reduced |
| Alliancebernstein L.P. | 67,600 | $1.57M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 66,678 | $1.55M | 0.00% | −190,973−74.1% | Reduced |
| UBS Asset Management Americas Inc | 64,950 | $1.51M | 0.00% | +4,100+6.7% | Added |
| Legal & General Group Plc | 62,939 | $1.46M | 0.00% | +4,103+7.0% | Added |
| Wells Fargo & Company | 58,698 | $1.36M | 0.00% | −9,617−14.1% | Reduced |
| Apollon Wealth Management, LLC | 52,204 | $1.21M | 0.06% | −34,116−39.5% | Reduced |
| NovaPoint Capital, LLC | 50,534 | $1.17M | 0.47% | −395,416−88.7% | Reduced |
| MAI Capital Management | 48,413 | $1.12M | 0.02% | −200−0.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 46,400 | $1.08M | 0.02% | −15,450−25.0% | Reduced |
| HB Wealth Management, LLC | 44,453 | $1.03M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 42,680 | $991.5K | 0.00% | +3,263+8.3% | Added |
| CI Private Wealth, LLC | 41,034 | $953.2K | 0.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 40,000 | $929.2K | 0.05% | +20,000+100.0% | Added |
| Cornercap Investment Counsel Inc | 39,965 | $928.4K | 0.17% | −357−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 39,192 | $910.0K | 0.02% | +39,192 | New |
| Winton Group Ltd | 37,098 | $861.8K | 0.07% | +37,098 | New |
| Bessemer Group Inc | 35,070 | $814.0K | 0.00% | +17,039+94.5% | Added |
| Two Sigma Advisers, LP | 34,700 | $806.1K | 0.00% | +34,700 | New |
| MetLife Investment Management | 31,885 | $740.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,474 | $731.1K | 0.00% | +3,394+12.1% | Added |
| Van Hulzen Asset Management, LLC | 30,791 | $715.0K | 0.05% | +10,244+49.9% | Added |
| Manufacturers Life Insurance Company, The | 30,779 | $715.0K | 0.00% | +6,539+27.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $710.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 30,070 | $698.5K | 0.00% | +1,605+5.6% | Added |
| Ensign Peak Advisors, Inc | 27,470 | $638.1K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 27,430 | $637.2K | 0.22% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $619.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,275 | $610.4K | 0.00% | −6,073−18.8% | Reduced |
| Voya Investment Management LLC | 24,266 | $563.7K | 0.00% | +255+1.1% | Added |
| GWM Advisors LLC | 24,075 | $559.3K | 0.01% | −1,050−4.2% | Reduced |
| Diversified Trust Co | 23,000 | $534.3K | 0.02% | +2,650+13.0% | Added |
| Barclays PLC | 22,505 | $522.8K | 0.00% | −1,063−4.5% | Reduced |
| Running Point Capital Advisors, LLC | 20,902 | $485.6K | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 20,566 | $477.7K | 0.00% | +11,589+129.1% | Added |
| Natixis Advisors, L.P. | 19,062 | $443.0K | 0.00% | +2,179+12.9% | Added |
| Arizona State Retirement System | 18,148 | $421.6K | 0.00% | +720+4.1% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $399.5K | 0.00% | +410+2.4% | Added |
| First National Bank of Omaha | 16,956 | $393.9K | 0.03% | +2,164+14.6% | Added |
| ExodusPoint Capital Management, LP | 16,197 | $376.0K | 0.00% | −56,803−77.8% | Reduced |