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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 44,840 | $1.30M | 0.00% | +44,840 | New |
| Jane Street Group, LLC | 46,174 | $1.34M | 0.00% | −3,274−6.6% | Reduced |
| Invesco Ltd. | 47,651 | $1.38M | 0.00% | −25,406−34.8% | Reduced |
| Washington Trust Bank | 52,131 | $1.51M | 0.14% | +52,131 | New |
| Smith Chas P & Associates Pa Cpas | 52,295 | $1.51M | 0.09% | +52,295 | New |
| Bessemer Group Inc | 53,370 | $1.54M | 0.00% | +6,600+14.1% | Added |
| New York State Common Retirement Fund | 53,737 | $1.56M | 0.00% | −150.0% | Reduced |
| First Trust Advisors LP | 55,473 | $1.61M | 0.00% | −27,742−33.3% | Reduced |
| Citadel Advisors LLC | 55,869 | $1.62M | 0.00% | −42,048−42.9% | Reduced |
| California State Teachers Retirement System | 61,009 | $1.77M | 0.00% | −2,864−4.5% | Reduced |
| Alliancebernstein L.P. | 61,700 | $1.79M | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 63,667 | $1.84M | 0.02% | +19,204+43.2% | Added |
| Legal & General Group Plc | 64,286 | $1.86M | 0.00% | +573+0.9% | Added |
| Wells Fargo & Company | 66,276 | $1.92M | 0.00% | −1,650−2.4% | Reduced |
| UBS Asset Management Americas Inc | 67,565 | $1.96M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 81,025 | $2.34M | 0.00% | +2,080+2.6% | Added |
| JPMorgan Chase & Co | 82,012 | $2.37M | 0.00% | −32,154−28.2% | Reduced |
| Madison Asset Management, LLC | 85,299 | $2.47M | 0.03% | −23,070−21.3% | Reduced |
| Credit Suisse AG | 87,557 | $2.53M | 0.00% | +1,578+1.8% | Added |
| Two Sigma Investments, LP | 103,354 | $2.99M | 0.01% | −73,967−41.7% | Reduced |
| State of New Jersey Common Pension Fund D | 105,570 | $3.06M | 0.01% | −35,575−25.2% | Reduced |
| Barclays PLC | 107,759 | $3.12M | 0.00% | +13,260+14.0% | Added |
| Financial Advisory Group | 115,925 | $3.35M | 0.59% | 00.0% | Unchanged |
| Swiss National Bank | 120,600 | $3.49M | 0.00% | +1,200+1.0% | Added |
| Public Employees Retirement System of Ohio | 121,582 | $3.52M | 0.01% | −40,927−25.2% | Reduced |
| Confluence Investment Management LLC | 124,121 | $3.59M | 0.05% | −14,483−10.4% | Reduced |
| Envestnet Asset Management Inc | 129,953 | $3.76M | 0.00% | −50,926−28.2% | Reduced |
| UBS Group AG | 132,069 | $3.82M | 0.00% | +124,904+1,743.3% | Added |
| MAI Capital Management | 138,190 | $4.00M | 0.04% | +84,380+156.8% | Added |
| Pathway Financial Advisors LLC | 141,387 | $4.09M | 1.11% | +50,929+56.3% | Added |
| Otter Creek Advisors, LLC | 150,257 | $4.35M | 3.06% | +7,737+5.4% | Added |
| Estuary Capital Management LP | 193,301 | $5.59M | 2.27% | +193,301 | New |
| Rockefeller Capital Management L.P. | 199,496 | $5.77M | 0.02% | −526,727−72.5% | Reduced |
| Morgan Stanley | 206,001 | $5.96M | 0.00% | −88,607−30.1% | Reduced |
| Nicholas Company, Inc. | 224,065 | $6.48M | 0.11% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 276,656 | $8.01M | 0.00% | +174,939+172.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 309,130 | $8.95M | 3.20% | −16,700−5.1% | Reduced |
| Point72 Asset Management, L.P. | 356,889 | $10.3M | 0.03% | +286,889+409.8% | Added |
| Granite Investment Partners, LLC | 369,543 | $10.7M | 0.41% | −1,022−0.3% | Reduced |
| Millennium Management LLC | 377,418 | $10.9M | 0.01% | +226,709+150.4% | Added |
| Kornitzer Capital Management Inc | 411,290 | $11.9M | 0.22% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 421,763 | $12.2M | 0.03% | −50,854−10.8% | Reduced |
| Tributary Capital Management, LLC | 473,583 | $13.7M | 1.12% | +4,278+0.9% | Added |
| Charles Schwab Investment Management Inc | 499,575 | $14.5M | 0.00% | +6,763+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 514,745 | $14.9M | 0.01% | +764+0.1% | Added |
| Janus Henderson Group PLC | 531,927 | $15.4M | 0.01% | −133,552−20.1% | Reduced |
| Kennedy Capital Management, Inc. | 555,172 | $16.1M | 0.33% | −58,480−9.5% | Reduced |
| SEI Investments Co | 566,859 | $16.4M | 0.02% | +36,182+6.8% | Added |
| Driehaus Capital Management LLC | 606,208 | $17.5M | 0.17% | +606,208 | New |
| Nuveen Asset Management, LLC | 618,446 | $17.9M | 0.01% | +61,975+11.1% | Added |
| Bank of America Corp | 636,049 | $18.4M | 0.00% | +161,215+34.0% | Added |
| Northern Trust Corp | 698,221 | $20.2M | 0.00% | −10,683−1.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 732,113 | $21.2M | 1.10% | +1,629+0.2% | Added |
| Venator Management LLC | 782,275 | $22.6M | 6.70% | −2,400−0.3% | Reduced |
| Peregrine Capital Management LLC | 870,665 | $25.2M | 0.72% | −46,255−5.0% | Reduced |
| Emerald Advisers, LLC | 893,592 | $25.9M | 1.04% | +5,375+0.6% | Added |
| Royal Bank of Canada | 944,513 | $27.3M | 0.01% | −27,330−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,009,680 | $29.2M | 0.01% | +20,850+2.1% | Added |
| Bank of New York Mellon Corp | 1,232,483 | $35.7M | 0.01% | −73,993−5.7% | Reduced |
| State Street Corp | 1,324,013 | $38.3M | 0.00% | +7,515+0.6% | Added |
| Geode Capital Management, LLC | 1,413,581 | $40.9M | 0.00% | +43,329+3.2% | Added |
| Boston Partners | 1,479,646 | $42.6M | 0.05% | +215,079+17.0% | Added |
| Loomis Sayles & Co L P | 1,484,943 | $43.0M | 0.06% | −47,199−3.1% | Reduced |
| Aristotle Capital Boston, LLC | 1,545,856 | $44.7M | 1.36% | +26,166+1.7% | Added |
| Westwood Holdings Group Inc. | 2,735,450 | $79.2M | 0.62% | −279,820−9.3% | Reduced |
| William Blair Investment Management, LLC | 2,925,650 | $84.7M | 0.22% | +2,718,869+1,314.9% | Added |
| Bamco Inc | 3,259,934 | $94.3M | 0.25% | −660.0% | Reduced |
| Macquarie Group Ltd | 3,446,684 | $99.7M | 0.11% | −96,176−2.7% | Reduced |
| Champlain Investment Partners, LLC | 4,023,175 | $116.4M | 0.67% | +462,485+13.0% | Added |
| BlackRock Inc. | 4,410,477 | $127.6M | 0.00% | −201,933−4.4% | Reduced |
| Vanguard Group Inc | 6,167,816 | $178.5M | 0.00% | +60,539+1.0% | Added |
| FMR LLC | 9,710,708 | $281.0M | 0.02% | +102,109+1.1% | Added |
| Unisphere Establishment | 0 | $0 | 0.00% | −321,000−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −263,254−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −102,972−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −55,951−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −36,988−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −36,823−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −29,759−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −27,430−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −23,171−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −20,902−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −16,370−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −12,901−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −15−100.0% | Sold out |