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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 67,565 | $1.62M | 0.00% | +2,615+4.0% | Added |
| Wells Fargo & Company | 67,926 | $1.63M | 0.00% | +9,228+15.7% | Added |
| Point72 Asset Management, L.P. | 70,000 | $1.68M | 0.01% | −891,686−92.7% | Reduced |
| Invesco Ltd. | 73,057 | $1.75M | 0.00% | −2,039,705−96.5% | Reduced |
| Rhumbline Advisers | 78,945 | $1.90M | 0.00% | −50−0.1% | Reduced |
| First Trust Advisors LP | 83,215 | $2.00M | 0.00% | +12,547+17.8% | Added |
| Credit Suisse AG | 85,979 | $2.07M | 0.00% | +7,926+10.2% | Added |
| Pathway Financial Advisors LLC | 90,458 | $2.17M | 0.63% | 00.0% | Unchanged |
| Barclays PLC | 94,499 | $2.27M | 0.00% | +71,994+319.9% | Added |
| Citadel Advisors LLC | 97,917 | $2.35M | 0.00% | +31,239+46.9% | Added |
| Goldman Sachs Group Inc | 101,717 | $2.44M | 0.00% | +19,943+24.4% | Added |
| Laird Norton Trust Company, LLC | 102,972 | $2.47M | 0.29% | +102,972 | New |
| Madison Asset Management, LLC | 108,369 | $2.60M | 0.04% | −60,815−35.9% | Reduced |
| JPMorgan Chase & Co | 114,166 | $2.74M | 0.00% | −56,438−33.1% | Reduced |
| Financial Advisory Group | 115,925 | $2.78M | 0.53% | −3,000−2.5% | Reduced |
| Swiss National Bank | 119,400 | $2.87M | 0.00% | −20,700−14.8% | Reduced |
| Confluence Investment Management LLC | 138,604 | $3.33M | 0.05% | −8,177−5.6% | Reduced |
| State of New Jersey Common Pension Fund D | 141,145 | $3.39M | 0.01% | +46,545+49.2% | Added |
| Otter Creek Advisors, LLC | 142,520 | $3.42M | 2.93% | +16,903+13.5% | Added |
| Millennium Management LLC | 150,709 | $3.62M | 0.00% | −52,418−25.8% | Reduced |
| Public Employees Retirement System of Ohio | 162,509 | $3.90M | 0.02% | +74,087+83.8% | Added |
| Two Sigma Investments, LP | 177,321 | $4.26M | 0.01% | +12,232+7.4% | Added |
| Envestnet Asset Management Inc | 180,879 | $4.34M | 0.00% | −25,512−12.4% | Reduced |
| William Blair Investment Management, LLC | 206,781 | $4.97M | 0.01% | +206,781 | New |
| Nicholas Company, Inc. | 224,065 | $5.38M | 0.10% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 263,254 | $6.32M | 0.17% | −783,172−74.8% | Reduced |
| Morgan Stanley | 294,608 | $7.08M | 0.00% | +118,883+67.7% | Added |
| Unisphere Establishment | 321,000 | $7.71M | 0.08% | +321,000 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 325,830 | $7.83M | 3.46% | +104,800+47.4% | Added |
| Granite Investment Partners, LLC | 370,565 | $8.90M | 0.35% | −301,991−44.9% | Reduced |
| Balyasny Asset Management LLC | 386,954 | $9.29M | 0.03% | +254,901+193.0% | Added |
| Kornitzer Capital Management Inc | 411,290 | $9.88M | 0.19% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 469,305 | $11.3M | 0.95% | +48,980+11.7% | Added |
| State of Wisconsin Investment Board | 472,617 | $11.4M | 0.03% | +64,278+15.7% | Added |
| Bank of America Corp | 474,834 | $11.4M | 0.00% | +161,773+51.7% | Added |
| Charles Schwab Investment Management Inc | 492,812 | $11.8M | 0.00% | +8,753+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 513,981 | $12.3M | 0.01% | −75,317−12.8% | Reduced |
| SEI Investments Co | 530,677 | $12.7M | 0.02% | +88,767+20.1% | Added |
| Nuveen Asset Management, LLC | 556,471 | $13.4M | 0.00% | −265,840−32.3% | Reduced |
| Kennedy Capital Management, Inc. | 613,652 | $14.7M | 0.32% | +182,244+42.2% | Added |
| Janus Henderson Group PLC | 665,479 | $16.0M | 0.01% | −347,199−34.3% | Reduced |
| Northern Trust Corp | 708,904 | $17.0M | 0.00% | −133,491−15.8% | Reduced |
| Rockefeller Capital Management L.P. | 726,223 | $17.4M | 0.06% | −147,068−16.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 730,484 | $17.5M | 0.93% | −29,033−3.8% | Reduced |
| Venator Management LLC | 784,675 | $18.8M | 6.22% | −427,651−35.3% | Reduced |
| Emerald Advisers, LLC | 888,217 | $21.3M | 0.91% | −45,869−4.9% | Reduced |
| Peregrine Capital Management LLC | 916,920 | $22.0M | 0.66% | +329,998+56.2% | Added |
| Royal Bank of Canada | 971,843 | $23.3M | 0.01% | +311,479+47.2% | Added |
| Dimensional Fund Advisors LP | 988,830 | $23.8M | 0.01% | +162,347+19.6% | Added |
| Boston Partners | 1,264,567 | $30.6M | 0.04% | +1,264,567 | New |
| Bank of New York Mellon Corp | 1,306,476 | $31.4M | 0.01% | +172,695+15.2% | Added |
| State Street Corp | 1,316,498 | $31.6M | 0.00% | +71,834+5.8% | Added |
| Geode Capital Management, LLC | 1,370,252 | $32.9M | 0.00% | +70,787+5.4% | Added |
| Aristotle Capital Boston, LLC | 1,519,690 | $36.5M | 1.12% | +10,377+0.7% | Added |
| Loomis Sayles & Co L P | 1,532,142 | $36.8M | 0.06% | −48,496−3.1% | Reduced |
| Westwood Holdings Group Inc. | 3,015,270 | $72.4M | 0.61% | +1,272,353+73.0% | Added |
| Bamco Inc | 3,260,000 | $78.3M | 0.21% | +150,000+4.8% | Added |
| Macquarie Group Ltd | 3,542,860 | $85.1M | 0.10% | +1,064,363+42.9% | Added |
| Champlain Investment Partners, LLC | 3,560,690 | $85.5M | 0.51% | −181,095−4.8% | Reduced |
| BlackRock Inc. | 4,612,410 | $110.8M | 0.00% | +385,674+9.1% | Added |
| Vanguard Group Inc | 6,107,277 | $146.7M | 0.00% | +111,662+1.9% | Added |
| FMR LLC | 9,608,599 | $230.8M | 0.02% | +933,659+10.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −257,030−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −119,894−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −52,204−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −50,534−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −46,400−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −39,192−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −37,098−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,197−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,705−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,184−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,499−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Toscafund Asset Management LLP | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |