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, Q4 2023
Institutional positions in Baldwin Insurance Group, Inc. as of Dec 31, 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
- 162
- +11 vs. Q3 2023
- Shares held
- 60.5M
- +1.66M (+2.8%) vs. Q3 2023
- Total value
- $1.45B
- +$86.6M (+6.3%) vs. Q3 2023
- New holders
- 32
- 56 more added
- Sold out
- 21
- 53 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,608,599 | $230.8M | 0.02% | +933,659+10.8% | Added |
| Vanguard Group Inc | 6,107,277 | $146.7M | 0.00% | +111,662+1.9% | Added |
| BlackRock Inc. | 4,612,410 | $110.8M | 0.00% | +385,674+9.1% | Added |
| Champlain Investment Partners, LLC | 3,560,690 | $85.5M | 0.51% | −181,095−4.8% | Reduced |
| Macquarie Group Ltd | 3,542,860 | $85.1M | 0.10% | +1,064,363+42.9% | Added |
| Bamco Inc | 3,260,000 | $78.3M | 0.21% | +150,000+4.8% | Added |
| Westwood Holdings Group Inc. | 3,015,270 | $72.4M | 0.61% | +1,272,353+73.0% | Added |
| Loomis Sayles & Co L P | 1,532,142 | $36.8M | 0.06% | −48,496−3.1% | Reduced |
| Aristotle Capital Boston, LLC | 1,519,690 | $36.5M | 1.12% | +10,377+0.7% | Added |
| Geode Capital Management, LLC | 1,370,252 | $32.9M | 0.00% | +70,787+5.4% | Added |
| State Street Corp | 1,316,498 | $31.6M | 0.00% | +71,834+5.8% | Added |
| Bank of New York Mellon Corp | 1,306,476 | $31.4M | 0.01% | +172,695+15.2% | Added |
| Boston Partners | 1,264,567 | $30.6M | 0.04% | +1,264,567 | New |
| Dimensional Fund Advisors LP | 988,830 | $23.8M | 0.01% | +162,347+19.6% | Added |
| Royal Bank of Canada | 971,843 | $23.3M | 0.01% | +311,479+47.2% | Added |
| Peregrine Capital Management LLC | 916,920 | $22.0M | 0.66% | +329,998+56.2% | Added |
| Emerald Advisers, LLC | 888,217 | $21.3M | 0.91% | −45,869−4.9% | Reduced |
| Venator Management LLC | 784,675 | $18.8M | 6.22% | −427,651−35.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 730,484 | $17.5M | 0.93% | −29,033−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 726,223 | $17.4M | 0.06% | −147,068−16.8% | Reduced |
| Northern Trust Corp | 708,904 | $17.0M | 0.00% | −133,491−15.8% | Reduced |
| Janus Henderson Group PLC | 665,479 | $16.0M | 0.01% | −347,199−34.3% | Reduced |
| Kennedy Capital Management, Inc. | 613,652 | $14.7M | 0.32% | +182,244+42.2% | Added |
| Nuveen Asset Management, LLC | 556,471 | $13.4M | 0.00% | −265,840−32.3% | Reduced |
| SEI Investments Co | 530,677 | $12.7M | 0.02% | +88,767+20.1% | Added |
| T. Rowe Price Investment Management, Inc. | 513,981 | $12.3M | 0.01% | −75,317−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 492,812 | $11.8M | 0.00% | +8,753+1.8% | Added |
| Bank of America Corp | 474,834 | $11.4M | 0.00% | +161,773+51.7% | Added |
| State of Wisconsin Investment Board | 472,617 | $11.4M | 0.03% | +64,278+15.7% | Added |
| Tributary Capital Management, LLC | 469,305 | $11.3M | 0.95% | +48,980+11.7% | Added |
| Kornitzer Capital Management Inc | 411,290 | $9.88M | 0.19% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 386,954 | $9.29M | 0.03% | +254,901+193.0% | Added |
| Granite Investment Partners, LLC | 370,565 | $8.90M | 0.35% | −301,991−44.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 325,830 | $7.83M | 3.46% | +104,800+47.4% | Added |
| Unisphere Establishment | 321,000 | $7.71M | 0.08% | +321,000 | New |
| Morgan Stanley | 294,608 | $7.08M | 0.00% | +118,883+67.7% | Added |
| Hood River Capital Management LLC | 263,254 | $6.32M | 0.17% | −783,172−74.8% | Reduced |
| Nicholas Company, Inc. | 224,065 | $5.38M | 0.10% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 206,781 | $4.97M | 0.01% | +206,781 | New |
| Envestnet Asset Management Inc | 180,879 | $4.34M | 0.00% | −25,512−12.4% | Reduced |
| Two Sigma Investments, LP | 177,321 | $4.26M | 0.01% | +12,232+7.4% | Added |
| Public Employees Retirement System of Ohio | 162,509 | $3.90M | 0.02% | +74,087+83.8% | Added |
| Millennium Management LLC | 150,709 | $3.62M | 0.00% | −52,418−25.8% | Reduced |
| Otter Creek Advisors, LLC | 142,520 | $3.42M | 2.93% | +16,903+13.5% | Added |
| State of New Jersey Common Pension Fund D | 141,145 | $3.39M | 0.01% | +46,545+49.2% | Added |
| Confluence Investment Management LLC | 138,604 | $3.33M | 0.05% | −8,177−5.6% | Reduced |
| Swiss National Bank | 119,400 | $2.87M | 0.00% | −20,700−14.8% | Reduced |
| Financial Advisory Group | 115,925 | $2.78M | 0.53% | −3,000−2.5% | Reduced |
| JPMorgan Chase & Co | 114,166 | $2.74M | 0.00% | −56,438−33.1% | Reduced |
| Madison Asset Management, LLC | 108,369 | $2.60M | 0.04% | −60,815−35.9% | Reduced |
| Laird Norton Trust Company, LLC | 102,972 | $2.47M | 0.29% | +102,972 | New |
| Goldman Sachs Group Inc | 101,717 | $2.44M | 0.00% | +19,943+24.4% | Added |
| Citadel Advisors LLC | 97,917 | $2.35M | 0.00% | +31,239+46.9% | Added |
| Barclays PLC | 94,499 | $2.27M | 0.00% | +71,994+319.9% | Added |
| Pathway Financial Advisors LLC | 90,458 | $2.17M | 0.63% | 00.0% | Unchanged |
| Credit Suisse AG | 85,979 | $2.07M | 0.00% | +7,926+10.2% | Added |
| First Trust Advisors LP | 83,215 | $2.00M | 0.00% | +12,547+17.8% | Added |
| Rhumbline Advisers | 78,945 | $1.90M | 0.00% | −50−0.1% | Reduced |
| Invesco Ltd. | 73,057 | $1.75M | 0.00% | −2,039,705−96.5% | Reduced |
| Point72 Asset Management, L.P. | 70,000 | $1.68M | 0.01% | −891,686−92.7% | Reduced |
| Wells Fargo & Company | 67,926 | $1.63M | 0.00% | +9,228+15.7% | Added |
| UBS Asset Management Americas Inc | 67,565 | $1.62M | 0.00% | +2,615+4.0% | Added |
| Algert Global LLC | 64,194 | $1.54M | 0.06% | −15,370−19.3% | Reduced |
| California State Teachers Retirement System | 63,873 | $1.53M | 0.00% | −5,746−8.3% | Reduced |
| Legal & General Group Plc | 63,713 | $1.53M | 0.00% | +774+1.2% | Added |
| Alliancebernstein L.P. | 61,700 | $1.48M | 0.00% | −5,900−8.7% | Reduced |
| LMR Partners LLP | 55,951 | $1.34M | 0.03% | +55,951 | New |
| MAI Capital Management | 53,810 | $1.29M | 0.02% | +5,397+11.1% | Added |
| New York State Common Retirement Fund | 53,752 | $1.29M | 0.00% | −18,393−25.5% | Reduced |
| Cornercap Investment Counsel Inc | 53,133 | $1.28M | 0.21% | +13,168+32.9% | Added |
| Jane Street Group, LLC | 49,448 | $1.19M | 0.00% | +23,173+88.2% | Added |
| Bessemer Group Inc | 46,770 | $1.12M | 0.00% | +11,700+33.4% | Added |
| HB Wealth Management, LLC | 44,463 | $1.07M | 0.02% | +100.0% | Added |
| Squarepoint Ops LLC | 36,988 | $888.5K | 0.00% | +36,988 | New |
| CI Private Wealth, LLC | 36,934 | $887.2K | 0.00% | −4,100−10.0% | Reduced |
| American Century Companies Inc | 36,823 | $884.5K | 0.00% | +36,823 | New |
| Two Sigma Advisers, LP | 36,800 | $883.9K | 0.00% | +2,100+6.1% | Added |
| Van Hulzen Asset Management, LLC | 33,141 | $796.0K | 0.06% | +2,350+7.6% | Added |
| MetLife Investment Management | 31,885 | $765.9K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 30,819 | $740.3K | 0.00% | −655−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,673 | $737.0K | 0.00% | +100+0.3% | Added |
| American International Group, Inc. | 29,948 | $719.4K | 0.00% | −122−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 29,869 | $717.5K | 0.00% | −910−3.0% | Reduced |
| Captrust Financial Advisors | 29,759 | $714.8K | 0.00% | −12,921−30.3% | Reduced |
| Ensign Peak Advisors, Inc | 28,570 | $686.3K | 0.00% | +1,100+4.0% | Added |
| New World Advisors LLC | 27,430 | $658.9K | 0.20% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $640.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 25,149 | $604.1K | 0.03% | +10,550+72.3% | Added |
| Voya Investment Management LLC | 24,141 | $579.9K | 0.00% | −125−0.5% | Reduced |
| Diversified Trust Co | 23,950 | $575.3K | 0.02% | +950+4.1% | Added |
| Natixis Advisors, L.P. | 23,224 | $557.0K | 0.00% | +4,162+21.8% | Added |
| Landscape Capital Management, L.L.C. | 23,171 | $556.6K | 0.05% | +23,171 | New |
| Mariner, LLC | 21,615 | $519.2K | 0.00% | +1,049+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 21,400 | $514.0K | 0.00% | +21,400 | New |
| Running Point Capital Advisors, LLC | 20,902 | $502.1K | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,175 | $484.6K | 0.00% | −3,900−16.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,000 | $480.4K | 0.05% | −20,000−50.0% | Reduced |
| Susquehanna International Group, LLP | 19,525 | $469.0K | 0.00% | +19,525 | New |
| First National Bank of Omaha | 18,906 | $454.1K | 0.03% | +1,950+11.5% | Added |
| SYSTM Wealth Solutions LLC | 18,332 | $440.3K | 0.06% | +18,332 | New |