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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $288 | 0.00% | −51−81.0% | Reduced |
| Glassman Wealth Services | 15 | $360 | 0.00% | −26−63.4% | Reduced |
| Allworth Financial LP | 16 | $385 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 22 | $528 | 0.00% | −148−87.1% | Reduced |
| Arlington Trust Co LLC | 53 | $1.27K | 0.00% | +53 | New |
| Parallel Advisors, LLC | 74 | $1.78K | 0.00% | −47−38.8% | Reduced |
| RFP Financial Group LLC | 79 | $1.90K | 0.00% | +79 | New |
| Ronald Blue Trust, Inc. | 77 | $2.00K | 0.00% | +77 | New |
| GAMMA Investing LLC | 94 | $2.11K | 0.00% | +94 | New |
| Signaturefd, LLC | 102 | $2.45K | 0.00% | −105−50.7% | Reduced |
| Quadrant Capital Group LLC | 149 | $3.58K | 0.00% | −288−65.9% | Reduced |
| Private Trust Co NA | 153 | $3.67K | 0.00% | +21+15.9% | Added |
| Federation des caisses Desjardins du Quebec | 161 | $3.87K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 185 | $4.00K | 0.00% | −6−3.1% | Reduced |
| IFP Advisors, Inc | 174 | $4.18K | 0.00% | +87+100.0% | Added |
| Eagle Bay Advisors LLC | 478 | $11.5K | 0.01% | −3,301−87.4% | Reduced |
| Principal Securities, Inc. | 491 | $11.8K | 0.00% | +491 | New |
| Northwestern Mutual Wealth Management Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 516 | $12.4K | 0.00% | +516 | New |
| Umb Bank N A | 553 | $13.3K | 0.00% | −621−52.9% | Reduced |
| Quest Partners LLC | 555 | $13.3K | 0.00% | +555 | New |
| Atwood & Palmer Inc | 630 | $15.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $15.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 840 | $20.2K | 0.00% | −600−41.7% | Reduced |
| Advisory Services Network, LLC | 964 | $23.2K | 0.00% | +964 | New |
| Parkside Financial Bank & Trust | 1,022 | $24.6K | 0.00% | +1,022 | New |
| First Horizon Advisors, Inc. | 1,075 | $25.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $43.0K | 0.00% | +1,800 | New |
| TD Waterhouse Canada Inc. | 1,481 | $45.7K | 0.00% | +1,481 | New |
| Amundi | 3,232 | $78.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,632 | $87.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,993 | $95.9K | 0.00% | +66+1.7% | Added |
| Cubist Systematic Strategies, LLC | 4,456 | $107.0K | 0.00% | +4,456 | New |
| Advisor Group Holdings, Inc. | 4,581 | $110.0K | 0.00% | −1,214−20.9% | Reduced |
| SG Americas Securities, LLC | 4,645 | $112.0K | 0.00% | −7,136−60.6% | Reduced |
| Great West Life Assurance Co | 5,566 | $133.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,777 | $138.8K | 0.00% | +534+10.2% | Added |
| Ameritas Investment Partners, Inc. | 5,876 | $141.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $150.6K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 7,165 | $172.1K | 0.00% | −1,935−21.3% | Reduced |
| Citigroup Inc | 8,549 | $205.3K | 0.00% | +8,405+5,836.8% | Added |
| Victory Capital Management Inc | 8,589 | $206.3K | 0.00% | +8,589 | New |
| Amalgamated Bank | 8,792 | $211.0K | 0.00% | −285−3.1% | Reduced |
| Axq Capital, LP | 8,801 | $211.4K | 0.06% | +8,801 | New |
| Pitcairn Co | 9,313 | $223.7K | 0.02% | −171−1.8% | Reduced |
| ProShare Advisors LLC | 9,973 | $239.6K | 0.00% | +9,973 | New |
| Altfest L J & Co Inc | 10,145 | $244.0K | 0.04% | +10,145 | New |
| The PNC Financial Services Group, Inc. | 10,171 | $244.3K | 0.00% | +109+1.1% | Added |
| Public Employees Retirement Association of Colorado | 11,734 | $282.0K | 0.00% | −824−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,768 | $282.7K | 0.03% | +11,768 | New |
| Handelsbanken Fonder AB | 12,500 | $300.0K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 12,707 | $305.2K | 0.03% | +12,707 | New |
| Integrated Wealth Concepts LLC | 12,901 | $309.9K | 0.01% | +12,901 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,438 | $346.8K | 0.00% | +3,278+29.4% | Added |
| Price T Rowe Associates Inc | 14,794 | $356.0K | 0.00% | −331,239−95.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,785 | $379.2K | 0.00% | +13,777+686.1% | Added |
| Quadrant Private Wealth Management, LLC | 16,370 | $393.2K | 0.11% | +16,370 | New |
| Arizona State Retirement System | 16,935 | $406.8K | 0.00% | −1,213−6.7% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $413.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,913 | $430.3K | 0.00% | +17,913 | New |
| SYSTM Wealth Solutions LLC | 18,332 | $440.3K | 0.06% | +18,332 | New |
| First National Bank of Omaha | 18,906 | $454.1K | 0.03% | +1,950+11.5% | Added |
| Susquehanna International Group, LLP | 19,525 | $469.0K | 0.00% | +19,525 | New |
| Cape Cod Five Cents Savings Bank | 20,000 | $480.4K | 0.05% | −20,000−50.0% | Reduced |
| GWM Advisors LLC | 20,175 | $484.6K | 0.00% | −3,900−16.2% | Reduced |
| Running Point Capital Advisors, LLC | 20,902 | $502.1K | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,400 | $514.0K | 0.00% | +21,400 | New |
| Mariner, LLC | 21,615 | $519.2K | 0.00% | +1,049+5.1% | Added |
| Landscape Capital Management, L.L.C. | 23,171 | $556.6K | 0.05% | +23,171 | New |
| Natixis Advisors, L.P. | 23,224 | $557.0K | 0.00% | +4,162+21.8% | Added |
| Diversified Trust Co | 23,950 | $575.3K | 0.02% | +950+4.1% | Added |
| Voya Investment Management LLC | 24,141 | $579.9K | 0.00% | −125−0.5% | Reduced |
| Henshaw Capital LLC | 25,149 | $604.1K | 0.03% | +10,550+72.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $640.0K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 27,430 | $658.9K | 0.20% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 28,570 | $686.3K | 0.00% | +1,100+4.0% | Added |
| Captrust Financial Advisors | 29,759 | $714.8K | 0.00% | −12,921−30.3% | Reduced |
| Manufacturers Life Insurance Company, The | 29,869 | $717.5K | 0.00% | −910−3.0% | Reduced |
| American International Group, Inc. | 29,948 | $719.4K | 0.00% | −122−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,673 | $737.0K | 0.00% | +100+0.3% | Added |
| Deutsche Bank AG | 30,819 | $740.3K | 0.00% | −655−2.1% | Reduced |
| MetLife Investment Management | 31,885 | $765.9K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 33,141 | $796.0K | 0.06% | +2,350+7.6% | Added |
| Two Sigma Advisers, LP | 36,800 | $883.9K | 0.00% | +2,100+6.1% | Added |
| American Century Companies Inc | 36,823 | $884.5K | 0.00% | +36,823 | New |
| CI Private Wealth, LLC | 36,934 | $887.2K | 0.00% | −4,100−10.0% | Reduced |
| Squarepoint Ops LLC | 36,988 | $888.5K | 0.00% | +36,988 | New |
| HB Wealth Management, LLC | 44,463 | $1.07M | 0.02% | +100.0% | Added |
| Bessemer Group Inc | 46,770 | $1.12M | 0.00% | +11,700+33.4% | Added |
| Jane Street Group, LLC | 49,448 | $1.19M | 0.00% | +23,173+88.2% | Added |
| Cornercap Investment Counsel Inc | 53,133 | $1.28M | 0.21% | +13,168+32.9% | Added |
| New York State Common Retirement Fund | 53,752 | $1.29M | 0.00% | −18,393−25.5% | Reduced |
| MAI Capital Management | 53,810 | $1.29M | 0.02% | +5,397+11.1% | Added |
| LMR Partners LLP | 55,951 | $1.34M | 0.03% | +55,951 | New |
| Alliancebernstein L.P. | 61,700 | $1.48M | 0.00% | −5,900−8.7% | Reduced |
| Legal & General Group Plc | 63,713 | $1.53M | 0.00% | +774+1.2% | Added |
| California State Teachers Retirement System | 63,873 | $1.53M | 0.00% | −5,746−8.3% | Reduced |
| Algert Global LLC | 64,194 | $1.54M | 0.06% | −15,370−19.3% | Reduced |