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.
Q3 2023 vs. Q2 2023
How the institutions holding Baldwin Insurance Group, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 147 | 153 | +6 |
| Shares | 57.2M | 59.3M | +2.07M (+3.6%) |
| Value | $1.42B | $1.38B | −$40.6M (−2.9%) |
New holders (15)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 221,030 | $5.13M | 2.74% |
| State of New Jersey Common Pension Fund D | 94,600 | $2.20M | 0.01% |
| Weiss Multi-Strategy Advisers LLC | 39,192 | $910.0K | 0.02% |
| Winton Group Ltd | 37,098 | $861.8K | 0.07% |
| Two Sigma Advisers, LP | 34,700 | $806.1K | 0.00% |
| Henshaw Capital LLC | 14,599 | $339.1K | 0.02% |
| SG Americas Securities, LLC | 11,781 | $274.0K | 0.00% |
| HRT Financial LP | 10,184 | $236.0K | 0.00% |
| Verition Fund Management LLC | 9,550 | $221.8K | 0.00% |
| Comerica Bank | 3,927 | $91.2K | 0.00% |
| Quantbot Technologies LP | 2,756 | $64.0K | 0.00% |
| Federation des caisses Desjardins du Quebec | 161 | $3.74K | 0.00% |
| Creative Planning | 130 | $3.02K | 0.00% |
| Parallel Advisors, LLC | 121 | $2.81K | 0.00% |
| Huntington National Bank | 1 | $23 | 0.00% |
Sold out (9)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Full Sail Capital, LLC | 45,257 | $1.12M |
| Connor, Clark & Lunn Investment Management Ltd. | 34,147 | $846.2K |
| Quadrant Private Wealth Management, LLC | 18,100 | $448.5K |
| Susquehanna International Group, LLP | 17,710 | $438.9K |
| XTX Topco Ltd | 12,604 | $312.3K |
| Man Group plc | 9,300 | $230.5K |
| Jump Financial, LLC | 8,773 | $217.4K |
| Aquatic Capital Management LLC | 3,800 | $94.0K |
| Harbor Investment Advisory, LLC | 1,784 | $44.2K |