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.
Q4 2023 vs. Q3 2023
How the institutions holding Baldwin Insurance Group, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 153 | 2 | 162 | +11 |
| Shares | 59.3M | 390.0K | 60.5M | +1.66M (+2.8%) |
| Value | $1.38B | $9.06M | $1.45B | +$86.6M (+6.3%) |
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (32)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (21)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Ci Investments Inc. | 257,030 | $5.97M |
| Renaissance Technologies LLC | 119,894 | $2.79M |
| Apollon Wealth Management, LLC | 52,204 | $1.21M |
| NovaPoint Capital, LLC | 50,534 | $1.17M |
| Gilder Gagnon Howe & Co LLC | 46,400 | $1.08M |
| Weiss Multi-Strategy Advisers LLC | 39,192 | $910.0K |
| Winton Group Ltd | 37,098 | $861.8K |
| ExodusPoint Capital Management, LP | 16,197 | $376.0K |
| Occudo Quantitative Strategies LP | 12,600 | $292.7K |
| Truist Financial Corp | 11,705 | $271.9K |
| HRT Financial LP | 10,184 | $236.0K |
| Verition Fund Management LLC | 9,550 | $221.8K |
| Franklin Resources Inc | 9,499 | $220.7K |
| Quantbot Technologies LP | 2,756 | $64.0K |
| Intrepid Capital Management Inc | 700 | $16.3K |
| Allspring Global Investments Holdings, LLC | 417 | $9.69K |
| Creative Planning | 130 | $3.02K |
| Massmutual Trust Co FSB | 39 | $906 |
| Russell Investments Group, Ltd. | 22 | $511 |
| Proequities, Inc. | 17 | $394 |
| Benjamin F. Edwards & Company, Inc. | 13 | $0 |
Not filed for Q4 2023 yet (2)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Toscafund Asset Management LLP | 374,327 | $8.70M |
| Sutton Wealth Advisors Inc. | 15,700 | $364.7K |