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, Q1 2024
Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2024. 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
- 172
- +10 vs. Q4 2023
- Shares held
- 63.2M
- +2.61M (+4.3%) vs. Q4 2023
- Total value
- $1.83B
- +$373.1M (+25.6%) vs. Q4 2023
- New holders
- 32
- 51 more added
- Sold out
- 22
- 63 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,710,708 | $281.0M | 0.02% | +102,109+1.1% | Added |
| Vanguard Group Inc | 6,167,816 | $178.5M | 0.00% | +60,539+1.0% | Added |
| BlackRock Inc. | 4,410,477 | $127.6M | 0.00% | −201,933−4.4% | Reduced |
| Champlain Investment Partners, LLC | 4,023,175 | $116.4M | 0.67% | +462,485+13.0% | Added |
| Macquarie Group Ltd | 3,446,684 | $99.7M | 0.11% | −96,176−2.7% | Reduced |
| Bamco Inc | 3,259,934 | $94.3M | 0.25% | −660.0% | Reduced |
| William Blair Investment Management, LLC | 2,925,650 | $84.7M | 0.22% | +2,718,869+1,314.9% | Added |
| Westwood Holdings Group Inc. | 2,735,450 | $79.2M | 0.62% | −279,820−9.3% | Reduced |
| Aristotle Capital Boston, LLC | 1,545,856 | $44.7M | 1.36% | +26,166+1.7% | Added |
| Loomis Sayles & Co L P | 1,484,943 | $43.0M | 0.06% | −47,199−3.1% | Reduced |
| Boston Partners | 1,479,646 | $42.6M | 0.05% | +215,079+17.0% | Added |
| Geode Capital Management, LLC | 1,413,581 | $40.9M | 0.00% | +43,329+3.2% | Added |
| State Street Corp | 1,324,013 | $38.3M | 0.00% | +7,515+0.6% | Added |
| Bank of New York Mellon Corp | 1,232,483 | $35.7M | 0.01% | −73,993−5.7% | Reduced |
| Dimensional Fund Advisors LP | 1,009,680 | $29.2M | 0.01% | +20,850+2.1% | Added |
| Royal Bank of Canada | 944,513 | $27.3M | 0.01% | −27,330−2.8% | Reduced |
| Emerald Advisers, LLC | 893,592 | $25.9M | 1.04% | +5,375+0.6% | Added |
| Peregrine Capital Management LLC | 870,665 | $25.2M | 0.72% | −46,255−5.0% | Reduced |
| Venator Management LLC | 782,275 | $22.6M | 6.70% | −2,400−0.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 732,113 | $21.2M | 1.10% | +1,629+0.2% | Added |
| Northern Trust Corp | 698,221 | $20.2M | 0.00% | −10,683−1.5% | Reduced |
| Bank of America Corp | 636,049 | $18.4M | 0.00% | +161,215+34.0% | Added |
| Nuveen Asset Management, LLC | 618,446 | $17.9M | 0.01% | +61,975+11.1% | Added |
| Driehaus Capital Management LLC | 606,208 | $17.5M | 0.17% | +606,208 | New |
| SEI Investments Co | 566,859 | $16.4M | 0.02% | +36,182+6.8% | Added |
| Kennedy Capital Management, Inc. | 555,172 | $16.1M | 0.33% | −58,480−9.5% | Reduced |
| Janus Henderson Group PLC | 531,927 | $15.4M | 0.01% | −133,552−20.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 514,745 | $14.9M | 0.01% | +764+0.1% | Added |
| Charles Schwab Investment Management Inc | 499,575 | $14.5M | 0.00% | +6,763+1.4% | Added |
| Tributary Capital Management, LLC | 473,583 | $13.7M | 1.12% | +4,278+0.9% | Added |
| State of Wisconsin Investment Board | 421,763 | $12.2M | 0.03% | −50,854−10.8% | Reduced |
| Kornitzer Capital Management Inc | 411,290 | $11.9M | 0.22% | 00.0% | Unchanged |
| Millennium Management LLC | 377,418 | $10.9M | 0.01% | +226,709+150.4% | Added |
| Granite Investment Partners, LLC | 369,543 | $10.7M | 0.41% | −1,022−0.3% | Reduced |
| Point72 Asset Management, L.P. | 356,889 | $10.3M | 0.03% | +286,889+409.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 309,130 | $8.95M | 3.20% | −16,700−5.1% | Reduced |
| Goldman Sachs Group Inc | 276,656 | $8.01M | 0.00% | +174,939+172.0% | Added |
| Nicholas Company, Inc. | 224,065 | $6.48M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 206,001 | $5.96M | 0.00% | −88,607−30.1% | Reduced |
| Rockefeller Capital Management L.P. | 199,496 | $5.77M | 0.02% | −526,727−72.5% | Reduced |
| Estuary Capital Management LP | 193,301 | $5.59M | 2.27% | +193,301 | New |
| Otter Creek Advisors, LLC | 150,257 | $4.35M | 3.06% | +7,737+5.4% | Added |
| Pathway Financial Advisors LLC | 141,387 | $4.09M | 1.11% | +50,929+56.3% | Added |
| MAI Capital Management | 138,190 | $4.00M | 0.04% | +84,380+156.8% | Added |
| UBS Group AG | 132,069 | $3.82M | 0.00% | +124,904+1,743.3% | Added |
| Envestnet Asset Management Inc | 129,953 | $3.76M | 0.00% | −50,926−28.2% | Reduced |
| Confluence Investment Management LLC | 124,121 | $3.59M | 0.05% | −14,483−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 121,582 | $3.52M | 0.01% | −40,927−25.2% | Reduced |
| Swiss National Bank | 120,600 | $3.49M | 0.00% | +1,200+1.0% | Added |
| Financial Advisory Group | 115,925 | $3.35M | 0.59% | 00.0% | Unchanged |
| Barclays PLC | 107,759 | $3.12M | 0.00% | +13,260+14.0% | Added |
| State of New Jersey Common Pension Fund D | 105,570 | $3.06M | 0.01% | −35,575−25.2% | Reduced |
| Two Sigma Investments, LP | 103,354 | $2.99M | 0.01% | −73,967−41.7% | Reduced |
| Credit Suisse AG | 87,557 | $2.53M | 0.00% | +1,578+1.8% | Added |
| Madison Asset Management, LLC | 85,299 | $2.47M | 0.03% | −23,070−21.3% | Reduced |
| JPMorgan Chase & Co | 82,012 | $2.37M | 0.00% | −32,154−28.2% | Reduced |
| Rhumbline Advisers | 81,025 | $2.34M | 0.00% | +2,080+2.6% | Added |
| UBS Asset Management Americas Inc | 67,565 | $1.96M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 66,276 | $1.92M | 0.00% | −1,650−2.4% | Reduced |
| Legal & General Group Plc | 64,286 | $1.86M | 0.00% | +573+0.9% | Added |
| HB Wealth Management, LLC | 63,667 | $1.84M | 0.02% | +19,204+43.2% | Added |
| Alliancebernstein L.P. | 61,700 | $1.79M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 61,009 | $1.77M | 0.00% | −2,864−4.5% | Reduced |
| Citadel Advisors LLC | 55,869 | $1.62M | 0.00% | −42,048−42.9% | Reduced |
| First Trust Advisors LP | 55,473 | $1.61M | 0.00% | −27,742−33.3% | Reduced |
| New York State Common Retirement Fund | 53,737 | $1.56M | 0.00% | −150.0% | Reduced |
| Bessemer Group Inc | 53,370 | $1.54M | 0.00% | +6,600+14.1% | Added |
| Smith Chas P & Associates Pa Cpas | 52,295 | $1.51M | 0.09% | +52,295 | New |
| Washington Trust Bank | 52,131 | $1.51M | 0.14% | +52,131 | New |
| Invesco Ltd. | 47,651 | $1.38M | 0.00% | −25,406−34.8% | Reduced |
| Jane Street Group, LLC | 46,174 | $1.34M | 0.00% | −3,274−6.6% | Reduced |
| Principal Financial Group Inc | 44,840 | $1.30M | 0.00% | +44,840 | New |
| Cornercap Investment Counsel Inc | 39,751 | $1.15M | 0.18% | −13,382−25.2% | Reduced |
| Algert Global LLC | 39,534 | $1.14M | 0.04% | −24,660−38.4% | Reduced |
| CI Private Wealth, LLC | 37,448 | $1.08M | 0.00% | +514+1.4% | Added |
| Van Hulzen Asset Management, LLC | 37,309 | $1.08M | 0.07% | +4,168+12.6% | Added |
| Diversified Trust Co | 34,000 | $984.0K | 0.03% | +10,050+42.0% | Added |
| Lighthouse Investment Partners, LLC | 33,175 | $960.1K | 0.06% | +33,175 | New |
| Cambridge Investment Research Advisors, Inc. | 30,673 | $888.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 30,491 | $882.4K | 0.01% | −1,394−4.4% | Reduced |
| ExodusPoint Capital Management, LP | 29,892 | $865.0K | 0.01% | +29,892 | New |
| American International Group, Inc. | 29,693 | $859.3K | 0.00% | −255−0.9% | Reduced |
| Deutsche Bank AG | 29,595 | $856.5K | 0.00% | −1,224−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 29,347 | $849.3K | 0.00% | −522−1.7% | Reduced |
| Price T Rowe Associates Inc | 29,006 | $840.0K | 0.00% | +14,212+96.1% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $787.1K | 0.00% | −1,372−4.8% | Reduced |
| Natixis Advisors, L.P. | 26,545 | $768.0K | 0.00% | +3,321+14.3% | Added |
| Two Sigma Advisers, LP | 25,400 | $735.1K | 0.00% | −11,400−31.0% | Reduced |
| Henshaw Capital LLC | 25,149 | $727.8K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 24,029 | $695.4K | 0.00% | +6,116+34.1% | Added |
| Balyasny Asset Management LLC | 23,116 | $669.0K | 0.00% | −363,838−94.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $654.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,060 | $580.5K | 0.00% | −4,081−16.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,000 | $578.8K | 0.06% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,682 | $566.8K | 0.04% | −6,224−32.9% | Reduced |
| Trust Point Inc. | 19,433 | $562.4K | 0.04% | +6,726+52.9% | Added |
| Cornerstone Wealth Group, LLC | 16,888 | $488.7K | 0.05% | +16,888 | New |
| Arizona State Retirement System | 16,792 | $486.0K | 0.00% | −143−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,099 | $465.9K | 0.04% | +4,331+36.8% | Added |
| Mariner, LLC | 16,053 | $464.6K | 0.00% | −5,562−25.7% | Reduced |