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 |
|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | 90,458 | $2.10M | 0.72% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 94,600 | $2.20M | 0.01% | +94,600 | New |
| Financial Advisory Group | 118,925 | $2.76M | 0.57% | +45,258+61.4% | Added |
| Renaissance Technologies LLC | 119,894 | $2.79M | 0.00% | +47,894+66.5% | Added |
| Otter Creek Advisors, LLC | 125,617 | $2.92M | 3.04% | −64,000−33.8% | Reduced |
| Balyasny Asset Management LLC | 132,053 | $3.07M | 0.01% | +91,113+222.6% | Added |
| Swiss National Bank | 140,100 | $3.25M | 0.00% | +5,000+3.7% | Added |
| Confluence Investment Management LLC | 146,781 | $3.41M | 0.05% | −253,945−63.4% | Reduced |
| Two Sigma Investments, LP | 165,089 | $3.84M | 0.01% | +73,214+79.7% | Added |
| Madison Asset Management, LLC | 169,184 | $3.93M | 0.06% | −820.0% | Reduced |
| JPMorgan Chase & Co | 170,604 | $3.96M | 0.00% | −13,334−7.2% | Reduced |
| Morgan Stanley | 175,725 | $4.08M | 0.00% | −46,617−21.0% | Reduced |
| Millennium Management LLC | 203,127 | $4.72M | 0.00% | −146,155−41.8% | Reduced |
| Envestnet Asset Management Inc | 206,391 | $4.79M | 0.00% | +139,684+209.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 221,030 | $5.13M | 2.74% | +221,030 | New |
| Nicholas Company, Inc. | 224,065 | $5.21M | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 257,030 | $5.97M | 0.03% | −159,900−38.4% | Reduced |
| Bank of America Corp | 313,061 | $7.27M | 0.00% | +1,842+0.6% | Added |
| Price T Rowe Associates Inc | 346,033 | $8.04M | 0.00% | −139,337−28.7% | Reduced |
| Toscafund Asset Management LLP | 374,327 | $8.70M | 55.92% | −47,822−11.3% | Reduced |
| State of Wisconsin Investment Board | 408,339 | $9.49M | 0.03% | −26,729−6.1% | Reduced |
| Kornitzer Capital Management Inc | 411,290 | $9.55M | 0.20% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 420,325 | $9.76M | 0.92% | +63,392+17.8% | Added |
| Kennedy Capital Management, Inc. | 431,408 | $10.0M | 0.24% | +6,052+1.4% | Added |
| SEI Investments Co | 441,910 | $10.3M | 0.02% | +10,161+2.4% | Added |
| Charles Schwab Investment Management Inc | 484,059 | $11.2M | 0.00% | +19,272+4.1% | Added |
| Peregrine Capital Management LLC | 586,922 | $13.6M | 0.41% | −101,204−14.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 589,298 | $13.7M | 0.01% | −1,063,422−64.3% | Reduced |
| Royal Bank of Canada | 660,364 | $15.3M | 0.00% | −1,542−0.2% | Reduced |
| Granite Investment Partners, LLC | 672,556 | $15.6M | 0.65% | +6,966+1.0% | Added |
| Emerald Mutual Fund Advisers Trust | 759,517 | $17.6M | 1.06% | −7,000−0.9% | Reduced |
| Nuveen Asset Management, LLC | 822,311 | $19.1M | 0.01% | −1,941−0.2% | Reduced |
| Dimensional Fund Advisors LP | 826,483 | $19.2M | 0.01% | +163,030+24.6% | Added |
| Northern Trust Corp | 842,395 | $19.6M | 0.00% | +12,145+1.5% | Added |
| Rockefeller Capital Management L.P. | 873,291 | $20.3M | 0.08% | −205,553−19.1% | Reduced |
| Emerald Advisers, LLC | 934,086 | $21.7M | 1.05% | −2210.0% | Reduced |
| Point72 Asset Management, L.P. | 961,686 | $22.3M | 0.08% | −83,414−8.0% | Reduced |
| Janus Henderson Group PLC | 1,012,678 | $23.5M | 0.02% | −2,725−0.3% | Reduced |
| Hood River Capital Management LLC | 1,046,426 | $24.3M | 0.78% | +193,310+22.7% | Added |
| Bank of New York Mellon Corp | 1,133,781 | $26.3M | 0.01% | +241,051+27.0% | Added |
| Venator Management LLC | 1,212,326 | $28.2M | 10.40% | 00.0% | Unchanged |
| State Street Corp | 1,244,664 | $28.9M | 0.00% | +2,840+0.2% | Added |
| Geode Capital Management, LLC | 1,299,465 | $30.2M | 0.00% | +50,808+4.1% | Added |
| Aristotle Capital Boston, LLC | 1,509,313 | $35.1M | 1.13% | +56,926+3.9% | Added |
| Loomis Sayles & Co L P | 1,580,638 | $36.7M | 0.06% | −49,333−3.0% | Reduced |
| Westwood Holdings Group Inc. | 1,742,917 | $40.5M | 0.38% | −258,877−12.9% | Reduced |
| Invesco Ltd. | 2,112,762 | $49.1M | 0.01% | +53,895+2.6% | Added |
| Macquarie Group Ltd | 2,478,497 | $57.6M | 0.07% | +614,659+33.0% | Added |
| Bamco Inc | 3,110,000 | $72.2M | 0.21% | −2,000−0.1% | Reduced |
| Champlain Investment Partners, LLC | 3,741,785 | $86.9M | 0.56% | +422,340+12.7% | Added |
| BlackRock Inc. | 4,226,736 | $98.2M | 0.00% | +11,652+0.3% | Added |
| Vanguard Group Inc | 5,995,615 | $139.3M | 0.00% | +73,762+1.2% | Added |
| FMR LLC | 8,674,940 | $201.5M | 0.02% | +2,938,558+51.2% | Added |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −45,257−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,147−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,710−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |