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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 17,913 | $430.3K | 0.00% | +17,913 | New |
| State Board of Administration of Florida Retirement System | 17,199 | $413.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,935 | $406.8K | 0.00% | −1,213−6.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 16,370 | $393.2K | 0.11% | +16,370 | New |
| Tower Research Capital LLC (TRC) | 15,785 | $379.2K | 0.00% | +13,777+686.1% | Added |
| Price T Rowe Associates Inc | 14,794 | $356.0K | 0.00% | −331,239−95.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,438 | $346.8K | 0.00% | +3,278+29.4% | Added |
| Integrated Wealth Concepts LLC | 12,901 | $309.9K | 0.01% | +12,901 | New |
| Trust Point Inc. | 12,707 | $305.2K | 0.03% | +12,707 | New |
| Handelsbanken Fonder AB | 12,500 | $300.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,768 | $282.7K | 0.03% | +11,768 | New |
| Public Employees Retirement Association of Colorado | 11,734 | $282.0K | 0.00% | −824−6.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,171 | $244.3K | 0.00% | +109+1.1% | Added |
| Altfest L J & Co Inc | 10,145 | $244.0K | 0.04% | +10,145 | New |
| ProShare Advisors LLC | 9,973 | $239.6K | 0.00% | +9,973 | New |
| Pitcairn Co | 9,313 | $223.7K | 0.02% | −171−1.8% | Reduced |
| Axq Capital, LP | 8,801 | $211.4K | 0.06% | +8,801 | New |
| Amalgamated Bank | 8,792 | $211.0K | 0.00% | −285−3.1% | Reduced |
| Victory Capital Management Inc | 8,589 | $206.3K | 0.00% | +8,589 | New |
| Citigroup Inc | 8,549 | $205.3K | 0.00% | +8,405+5,836.8% | Added |
| UBS Group AG | 7,165 | $172.1K | 0.00% | −1,935−21.3% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $150.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,876 | $141.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,777 | $138.8K | 0.00% | +534+10.2% | Added |
| Great West Life Assurance Co | 5,566 | $133.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,645 | $112.0K | 0.00% | −7,136−60.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,581 | $110.0K | 0.00% | −1,214−20.9% | Reduced |
| Cubist Systematic Strategies, LLC | 4,456 | $107.0K | 0.00% | +4,456 | New |
| Comerica Bank | 3,993 | $95.9K | 0.00% | +66+1.7% | Added |
| Metropolitan Life Insurance Co | 3,632 | $87.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,232 | $78.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,481 | $45.7K | 0.00% | +1,481 | New |
| Aquatic Capital Management LLC | 1,800 | $43.0K | 0.00% | +1,800 | New |
| First Horizon Advisors, Inc. | 1,075 | $25.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,022 | $24.6K | 0.00% | +1,022 | New |
| Advisory Services Network, LLC | 964 | $23.2K | 0.00% | +964 | New |
| Nisa Investment Advisors, LLC | 840 | $20.2K | 0.00% | −600−41.7% | Reduced |
| ZRC Wealth Management, LLC | 672 | $15.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 630 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 555 | $13.3K | 0.00% | +555 | New |
| Umb Bank N A | 553 | $13.3K | 0.00% | −621−52.9% | Reduced |
| Johnson Financial Group, Inc. | 516 | $12.4K | 0.00% | +516 | New |
| Northwestern Mutual Wealth Management Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 491 | $11.8K | 0.00% | +491 | New |
| Eagle Bay Advisors LLC | 478 | $11.5K | 0.01% | −3,301−87.4% | Reduced |
| IFP Advisors, Inc | 174 | $4.18K | 0.00% | +87+100.0% | Added |
| CWM, LLC | 185 | $4.00K | 0.00% | −6−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 161 | $3.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $3.67K | 0.00% | +21+15.9% | Added |
| Quadrant Capital Group LLC | 149 | $3.58K | 0.00% | −288−65.9% | Reduced |
| Signaturefd, LLC | 102 | $2.45K | 0.00% | −105−50.7% | Reduced |
| GAMMA Investing LLC | 94 | $2.11K | 0.00% | +94 | New |
| Ronald Blue Trust, Inc. | 77 | $2.00K | 0.00% | +77 | New |
| RFP Financial Group LLC | 79 | $1.90K | 0.00% | +79 | New |
| Parallel Advisors, LLC | 74 | $1.78K | 0.00% | −47−38.8% | Reduced |
| Arlington Trust Co LLC | 53 | $1.27K | 0.00% | +53 | New |
| GoalVest Advisory LLC | 22 | $528 | 0.00% | −148−87.1% | Reduced |
| Allworth Financial LP | 16 | $385 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $360 | 0.00% | −26−63.4% | Reduced |
| Lindbrook Capital, LLC | 12 | $288 | 0.00% | −51−81.0% | Reduced |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| 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 |