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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $145 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $347 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 14 | $406 | 0.00% | +14 | New |
| Allworth Financial LP | 16 | $464 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 34 | $983 | 0.00% | +34 | New |
| Quest Partners LLC | 45 | $1.30K | 0.00% | −510−91.9% | Reduced |
| Tower Research Capital LLC (TRC) | 56 | $1.62K | 0.00% | −15,729−99.6% | Reduced |
| Parallel Advisors, LLC | 74 | $2.14K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $2.17K | 0.00% | +75 | New |
| RFP Financial Group LLC | 79 | $2.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $2.34K | 0.00% | +69+575.0% | Added |
| Cubist Systematic Strategies, LLC | 85 | $2.46K | 0.00% | −4,371−98.1% | Reduced |
| IFP Advisors, Inc | 87 | $2.52K | 0.00% | −87−50.0% | Reduced |
| GAMMA Investing LLC | 117 | $3.39K | 0.00% | +23+24.5% | Added |
| Quadrant Capital Group LLC | 149 | $4.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $4.43K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 185 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 181 | $5.24K | 0.00% | +20+12.4% | Added |
| Group One Trading, L.P. | 206 | $5.96K | 0.00% | +206 | New |
| Steward Partners Investment Advisory, LLC | 324 | $9.38K | 0.00% | +324 | New |
| Advisor Group Holdings, Inc. | 325 | $9.41K | 0.00% | −4,256−92.9% | Reduced |
| Principal Securities, Inc. | 364 | $10.5K | 0.00% | −127−25.9% | Reduced |
| Whittier Trust Co | 392 | $11.3K | 0.00% | +392 | New |
| Eagle Bay Advisors LLC | 438 | $12.7K | 0.01% | −40−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $14.5K | 0.03% | +500 | New |
| Umb Bank N A | 510 | $14.8K | 0.00% | −43−7.8% | Reduced |
| Raffa Wealth Management, LLC | 512 | $14.8K | 0.00% | +512 | New |
| Atwood & Palmer Inc | 630 | $18.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $19.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 685 | $19.8K | 0.00% | +685 | New |
| Nisa Investment Advisors, LLC | 850 | $24.6K | 0.00% | +10+1.2% | Added |
| First Horizon Advisors, Inc. | 1,075 | $31.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,228 | $35.5K | 0.01% | +206+20.2% | Added |
| TD Waterhouse Canada Inc. | 1,131 | $43.6K | 0.00% | −350−23.6% | Reduced |
| Amalgamated Bank | 2,080 | $60.0K | 0.00% | −6,712−76.3% | Reduced |
| Signaturefd, LLC | 2,102 | $60.8K | 0.00% | +2,000+1,960.8% | Added |
| Metropolitan Life Insurance Co | 3,190 | $92.3K | 0.00% | −442−12.2% | Reduced |
| SG Americas Securities, LLC | 3,592 | $104.0K | 0.00% | −1,053−22.7% | Reduced |
| Comerica Bank | 4,241 | $122.7K | 0.00% | +248+6.2% | Added |
| Core Wealth Advisors, Inc. | 4,509 | $130.5K | 0.04% | +4,509 | New |
| EntryPoint Capital, LLC | 4,817 | $139.4K | 0.12% | +4,817 | New |
| Continuum Advisory, LLC | 4,900 | $147.1K | 0.02% | +4,900 | New |
| Great West Life Assurance Co | 5,566 | $161.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,876 | $170.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $181.5K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,530 | $189.0K | 0.00% | +753+13.0% | Added |
| Moody National Bank Trust Division | 6,980 | $202.0K | 0.02% | +6,980 | New |
| Verdence Capital Advisors LLC | 7,009 | $202.8K | 0.02% | +7,009 | New |
| Janney Montgomery Scott LLC | 7,147 | $207.0K | 0.00% | +7,147 | New |
| The PNC Financial Services Group, Inc. | 7,811 | $226.1K | 0.00% | −2,360−23.2% | Reduced |
| Ameriprise Financial Inc | 8,376 | $242.4K | 0.00% | +8,376 | New |
| Victory Capital Management Inc | 8,395 | $243.0K | 0.00% | −194−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $244.0K | 0.00% | −3,305−28.2% | Reduced |
| HSBC Holdings PLC | 8,647 | $250.1K | 0.00% | +8,647 | New |
| State Board of Administration of Florida Retirement System | 9,869 | $251.3K | 0.00% | −7,330−42.6% | Reduced |
| Renaissance Technologies LLC | 9,060 | $262.0K | 0.00% | +9,060 | New |
| Engineers Gate Manager LP | 9,608 | $278.1K | 0.01% | +9,608 | New |
| Pitcairn Co | 9,666 | $279.7K | 0.02% | +353+3.8% | Added |
| Truist Financial Corp | 9,709 | $281.0K | 0.00% | +9,709 | New |
| Citigroup Inc | 9,951 | $288.0K | 0.00% | +1,402+16.4% | Added |
| Altfest L J & Co Inc | 10,349 | $300.0K | 0.04% | +204+2.0% | Added |
| ProShare Advisors LLC | 10,825 | $313.3K | 0.00% | +852+8.5% | Added |
| LPL Financial LLC | 11,015 | $318.8K | 0.00% | +11,015 | New |
| Handelsbanken Fonder AB | 12,500 | $362.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,675 | $366.8K | 0.00% | −7,500−37.2% | Reduced |
| Bayesian Capital Management, LP | 13,200 | $382.0K | 0.04% | +13,200 | New |
| Susquehanna International Group, LLP | 14,106 | $408.2K | 0.00% | −5,419−27.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,438 | $417.8K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 15,358 | $444.5K | 0.06% | −2,974−16.2% | Reduced |
| Mariner, LLC | 16,053 | $464.6K | 0.00% | −5,562−25.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,099 | $465.9K | 0.04% | +4,331+36.8% | Added |
| Arizona State Retirement System | 16,792 | $486.0K | 0.00% | −143−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 16,888 | $488.7K | 0.05% | +16,888 | New |
| Trust Point Inc. | 19,433 | $562.4K | 0.04% | +6,726+52.9% | Added |
| First National Bank of Omaha | 12,682 | $566.8K | 0.04% | −6,224−32.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,000 | $578.8K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,060 | $580.5K | 0.00% | −4,081−16.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,646 | $654.4K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 23,116 | $669.0K | 0.00% | −363,838−94.0% | Reduced |
| Raymond James & Associates | 24,029 | $695.4K | 0.00% | +6,116+34.1% | Added |
| Henshaw Capital LLC | 25,149 | $727.8K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 25,400 | $735.1K | 0.00% | −11,400−31.0% | Reduced |
| Natixis Advisors, L.P. | 26,545 | $768.0K | 0.00% | +3,321+14.3% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $787.1K | 0.00% | −1,372−4.8% | Reduced |
| Price T Rowe Associates Inc | 29,006 | $840.0K | 0.00% | +14,212+96.1% | Added |
| Manufacturers Life Insurance Company, The | 29,347 | $849.3K | 0.00% | −522−1.7% | Reduced |
| Deutsche Bank AG | 29,595 | $856.5K | 0.00% | −1,224−4.0% | Reduced |
| American International Group, Inc. | 29,693 | $859.3K | 0.00% | −255−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 29,892 | $865.0K | 0.01% | +29,892 | New |
| MetLife Investment Management | 30,491 | $882.4K | 0.01% | −1,394−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,673 | $888.0K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 33,175 | $960.1K | 0.06% | +33,175 | New |
| Diversified Trust Co | 34,000 | $984.0K | 0.03% | +10,050+42.0% | Added |
| Van Hulzen Asset Management, LLC | 37,309 | $1.08M | 0.07% | +4,168+12.6% | Added |
| CI Private Wealth, LLC | 37,448 | $1.08M | 0.00% | +514+1.4% | Added |
| Algert Global LLC | 39,534 | $1.14M | 0.04% | −24,660−38.4% | Reduced |
| Cornercap Investment Counsel Inc | 39,751 | $1.15M | 0.18% | −13,382−25.2% | Reduced |