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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 13 | $0 | 0.00% | −25−65.8% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Huntington National Bank | 1 | $23 | 0.00% | +1 | New |
| Allworth Financial LP | 16 | $372 | 0.00% | −2,000−99.2% | Reduced |
| Proequities, Inc. | 17 | $394 | 0.00% | −7−29.2% | Reduced |
| Russell Investments Group, Ltd. | 22 | $511 | 0.00% | −3,492−99.4% | Reduced |
| Massmutual Trust Co FSB | 39 | $906 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $952 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $1.46K | 0.00% | +50+384.6% | Added |
| IFP Advisors, Inc | 87 | $2.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 121 | $2.81K | 0.00% | +121 | New |
| Creative Planning | 130 | $3.02K | 0.00% | +130 | New |
| Private Trust Co NA | 132 | $3.07K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 144 | $3.35K | 0.00% | −19,031−99.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 161 | $3.74K | 0.00% | +161 | New |
| GoalVest Advisory LLC | 170 | $3.95K | 0.00% | +63+58.9% | Added |
| CWM, LLC | 191 | $4.00K | 0.00% | −425−69.0% | Reduced |
| Signaturefd, LLC | 207 | $4.81K | 0.00% | −178−46.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 417 | $9.69K | 0.00% | −1,909−82.1% | Reduced |
| Quadrant Capital Group LLC | 437 | $10.2K | 0.00% | +312+249.6% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 630 | $14.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $15.6K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 700 | $16.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,075 | $25.0K | 0.00% | +213+24.7% | Added |
| Umb Bank N A | 1,174 | $27.3K | 0.00% | +82+7.5% | Added |
| Nisa Investment Advisors, LLC | 1,440 | $33.5K | 0.00% | +610+73.5% | Added |
| Tower Research Capital LLC (TRC) | 2,008 | $46.6K | 0.00% | −746−27.1% | Reduced |
| Quantbot Technologies LP | 2,756 | $64.0K | 0.00% | +2,756 | New |
| Amundi | 3,232 | $71.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,632 | $84.4K | 0.00% | +257+7.6% | Added |
| Eagle Bay Advisors LLC | 3,779 | $87.8K | 0.04% | +1,123+42.3% | Added |
| Comerica Bank | 3,927 | $91.2K | 0.00% | +3,927 | New |
| US Bancorp | 5,243 | $121.8K | 0.00% | +681+14.9% | Added |
| Great West Life Assurance Co | 5,566 | $129.0K | 0.00% | +2,806+101.7% | Added |
| Advisor Group Holdings, Inc. | 5,795 | $134.6K | 0.00% | +2,078+55.9% | Added |
| Ameritas Investment Partners, Inc. | 5,876 | $136.5K | 0.01% | +1,202+25.7% | Added |
| HHM Wealth Advisors, LLC | 6,270 | $145.7K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 9,077 | $211.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,100 | $211.4K | 0.00% | −179−1.9% | Reduced |
| Pitcairn Co | 9,484 | $220.3K | 0.02% | +600+6.8% | Added |
| Franklin Resources Inc | 9,499 | $220.7K | 0.00% | −45,125−82.6% | Reduced |
| Verition Fund Management LLC | 9,550 | $221.8K | 0.00% | +9,550 | New |
| The PNC Financial Services Group, Inc. | 10,062 | $233.7K | 0.00% | +434+4.5% | Added |
| HRT Financial LP | 10,184 | $236.0K | 0.00% | +10,184 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,160 | $259.2K | 0.00% | +2,723+32.3% | Added |
| Truist Financial Corp | 11,705 | $271.9K | 0.00% | +886+8.2% | Added |
| SG Americas Securities, LLC | 11,781 | $274.0K | 0.00% | +11,781 | New |
| Handelsbanken Fonder AB | 12,500 | $290.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,558 | $292.0K | 0.00% | −258−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,600 | $292.7K | 0.04% | −3,536−21.9% | Reduced |
| Henshaw Capital LLC | 14,599 | $339.1K | 0.02% | +14,599 | New |
| Sutton Wealth Advisors Inc. | 15,700 | $364.7K | 0.18% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,197 | $376.0K | 0.00% | −56,803−77.8% | Reduced |
| First National Bank of Omaha | 16,956 | $393.9K | 0.03% | +2,164+14.6% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $399.5K | 0.00% | +410+2.4% | Added |
| Arizona State Retirement System | 18,148 | $421.6K | 0.00% | +720+4.1% | Added |
| Natixis Advisors, L.P. | 19,062 | $443.0K | 0.00% | +2,179+12.9% | Added |
| Mariner, LLC | 20,566 | $477.7K | 0.00% | +11,589+129.1% | Added |
| Running Point Capital Advisors, LLC | 20,902 | $485.6K | 0.28% | 00.0% | Unchanged |
| Barclays PLC | 22,505 | $522.8K | 0.00% | −1,063−4.5% | Reduced |
| Diversified Trust Co | 23,000 | $534.3K | 0.02% | +2,650+13.0% | Added |
| GWM Advisors LLC | 24,075 | $559.3K | 0.01% | −1,050−4.2% | Reduced |
| Voya Investment Management LLC | 24,266 | $563.7K | 0.00% | +255+1.1% | Added |
| Jane Street Group, LLC | 26,275 | $610.4K | 0.00% | −6,073−18.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $619.0K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 27,430 | $637.2K | 0.22% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 27,470 | $638.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 30,070 | $698.5K | 0.00% | +1,605+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,573 | $710.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 30,779 | $715.0K | 0.00% | +6,539+27.0% | Added |
| Van Hulzen Asset Management, LLC | 30,791 | $715.0K | 0.05% | +10,244+49.9% | Added |
| Deutsche Bank AG | 31,474 | $731.1K | 0.00% | +3,394+12.1% | Added |
| MetLife Investment Management | 31,885 | $740.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 34,700 | $806.1K | 0.00% | +34,700 | New |
| Bessemer Group Inc | 35,070 | $814.0K | 0.00% | +17,039+94.5% | Added |
| Winton Group Ltd | 37,098 | $861.8K | 0.07% | +37,098 | New |
| Weiss Multi-Strategy Advisers LLC | 39,192 | $910.0K | 0.02% | +39,192 | New |
| Cornercap Investment Counsel Inc | 39,965 | $928.4K | 0.17% | −357−0.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 40,000 | $929.2K | 0.05% | +20,000+100.0% | Added |
| CI Private Wealth, LLC | 41,034 | $953.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 42,680 | $991.5K | 0.00% | +3,263+8.3% | Added |
| HB Wealth Management, LLC | 44,453 | $1.03M | 0.02% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 46,400 | $1.08M | 0.02% | −15,450−25.0% | Reduced |
| MAI Capital Management | 48,413 | $1.12M | 0.02% | −200−0.4% | Reduced |
| NovaPoint Capital, LLC | 50,534 | $1.17M | 0.47% | −395,416−88.7% | Reduced |
| Apollon Wealth Management, LLC | 52,204 | $1.21M | 0.06% | −34,116−39.5% | Reduced |
| Wells Fargo & Company | 58,698 | $1.36M | 0.00% | −9,617−14.1% | Reduced |
| Legal & General Group Plc | 62,939 | $1.46M | 0.00% | +4,103+7.0% | Added |
| UBS Asset Management Americas Inc | 64,950 | $1.51M | 0.00% | +4,100+6.7% | Added |
| Citadel Advisors LLC | 66,678 | $1.55M | 0.00% | −190,973−74.1% | Reduced |
| Alliancebernstein L.P. | 67,600 | $1.57M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 69,619 | $1.62M | 0.00% | −4,651−6.3% | Reduced |
| First Trust Advisors LP | 70,668 | $1.64M | 0.00% | −3,220−4.4% | Reduced |
| New York State Common Retirement Fund | 72,145 | $1.68M | 0.00% | +100.0% | Added |
| Credit Suisse AG | 78,053 | $1.81M | 0.00% | −2,580−3.2% | Reduced |
| Rhumbline Advisers | 78,995 | $1.84M | 0.00% | −14,204−15.2% | Reduced |
| Algert Global LLC | 79,564 | $1.85M | 0.09% | −57,260−41.8% | Reduced |
| Goldman Sachs Group Inc | 81,774 | $1.90M | 0.00% | −159,871−66.2% | Reduced |
| Public Employees Retirement System of Ohio | 88,422 | $2.05M | 0.01% | 00.0% | Unchanged |