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.
Q1 2024 vs. Q4 2023
How the institutions holding Baldwin Insurance Group, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 162 | 172 | +10 |
| Shares | 60.5M | 63.2M | +2.61M (+4.3%) |
| Value | $1.45B | $1.83B | +$373.1M (+25.6%) |
New holders (32)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (22)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Unisphere Establishment | 321,000 | $7.71M |
| Hood River Capital Management LLC | 263,254 | $6.32M |
| Laird Norton Trust Company, LLC | 102,972 | $2.47M |
| LMR Partners LLP | 55,951 | $1.34M |
| Squarepoint Ops LLC | 36,988 | $888.5K |
| American Century Companies Inc | 36,823 | $884.5K |
| Captrust Financial Advisors | 29,759 | $714.8K |
| New World Advisors LLC | 27,430 | $658.9K |
| Landscape Capital Management, L.L.C. | 23,171 | $556.6K |
| Schonfeld Strategic Advisors LLC | 21,400 | $514.0K |
| Running Point Capital Advisors, LLC | 20,902 | $502.1K |
| Quadrant Private Wealth Management, LLC | 16,370 | $393.2K |
| Integrated Wealth Concepts LLC | 12,901 | $309.9K |
| Axq Capital, LP | 8,801 | $211.4K |
| Amundi | 3,232 | $78.0K |
| Aquatic Capital Management LLC | 1,800 | $43.0K |
| Advisory Services Network, LLC | 964 | $23.2K |
| Johnson Financial Group, Inc. | 516 | $12.4K |
| Ronald Blue Trust, Inc. | 77 | $2.00K |
| Arlington Trust Co LLC | 53 | $1.27K |
| GoalVest Advisory LLC | 22 | $528 |
| Glassman Wealth Services | 15 | $360 |