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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 15,700 | $364.7K | 0.18% | 00.0% | Unchanged |
| Henshaw Capital LLC | 14,599 | $339.1K | 0.02% | +14,599 | New |
| Occudo Quantitative Strategies LP | 12,600 | $292.7K | 0.04% | −3,536−21.9% | Reduced |
| Public Employees Retirement Association of Colorado | 12,558 | $292.0K | 0.00% | −258−2.0% | Reduced |
| Handelsbanken Fonder AB | 12,500 | $290.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,781 | $274.0K | 0.00% | +11,781 | New |
| Truist Financial Corp | 11,705 | $271.9K | 0.00% | +886+8.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,160 | $259.2K | 0.00% | +2,723+32.3% | Added |
| HRT Financial LP | 10,184 | $236.0K | 0.00% | +10,184 | New |
| The PNC Financial Services Group, Inc. | 10,062 | $233.7K | 0.00% | +434+4.5% | Added |
| Verition Fund Management LLC | 9,550 | $221.8K | 0.00% | +9,550 | New |
| Franklin Resources Inc | 9,499 | $220.7K | 0.00% | −45,125−82.6% | Reduced |
| Pitcairn Co | 9,484 | $220.3K | 0.02% | +600+6.8% | Added |
| UBS Group AG | 9,100 | $211.4K | 0.00% | −179−1.9% | Reduced |
| Amalgamated Bank | 9,077 | $211.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $145.7K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,876 | $136.5K | 0.01% | +1,202+25.7% | Added |
| Advisor Group Holdings, Inc. | 5,795 | $134.6K | 0.00% | +2,078+55.9% | Added |
| Great West Life Assurance Co | 5,566 | $129.0K | 0.00% | +2,806+101.7% | Added |
| US Bancorp | 5,243 | $121.8K | 0.00% | +681+14.9% | Added |
| Comerica Bank | 3,927 | $91.2K | 0.00% | +3,927 | New |
| Eagle Bay Advisors LLC | 3,779 | $87.8K | 0.04% | +1,123+42.3% | Added |
| Metropolitan Life Insurance Co | 3,632 | $84.4K | 0.00% | +257+7.6% | Added |
| Amundi | 3,232 | $71.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,756 | $64.0K | 0.00% | +2,756 | New |
| Tower Research Capital LLC (TRC) | 2,008 | $46.6K | 0.00% | −746−27.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,440 | $33.5K | 0.00% | +610+73.5% | Added |
| Umb Bank N A | 1,174 | $27.3K | 0.00% | +82+7.5% | Added |
| First Horizon Advisors, Inc. | 1,075 | $25.0K | 0.00% | +213+24.7% | Added |
| Intrepid Capital Management Inc | 700 | $16.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $15.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 630 | $14.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 437 | $10.2K | 0.00% | +312+249.6% | Added |
| Allspring Global Investments Holdings, LLC | 417 | $9.69K | 0.00% | −1,909−82.1% | Reduced |
| Signaturefd, LLC | 207 | $4.81K | 0.00% | −178−46.2% | Reduced |
| CWM, LLC | 191 | $4.00K | 0.00% | −425−69.0% | Reduced |
| GoalVest Advisory LLC | 170 | $3.95K | 0.00% | +63+58.9% | Added |
| Federation des caisses Desjardins du Quebec | 161 | $3.74K | 0.00% | +161 | New |
| Citigroup Inc | 144 | $3.35K | 0.00% | −19,031−99.2% | Reduced |
| Private Trust Co NA | 132 | $3.07K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 130 | $3.02K | 0.00% | +130 | New |
| Parallel Advisors, LLC | 121 | $2.81K | 0.00% | +121 | New |
| IFP Advisors, Inc | 87 | $2.02K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $1.46K | 0.00% | +50+384.6% | Added |
| Glassman Wealth Services | 41 | $952 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $906 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 22 | $511 | 0.00% | −3,492−99.4% | Reduced |
| Proequities, Inc. | 17 | $394 | 0.00% | −7−29.2% | Reduced |
| Allworth Financial LP | 16 | $372 | 0.00% | −2,000−99.2% | Reduced |
| Huntington National Bank | 1 | $23 | 0.00% | +1 | New |
| Benjamin F. Edwards & Company, Inc. | 13 | $0 | 0.00% | −25−65.8% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| 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 |