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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 15,358 | $444.5K | 0.06% | −2,974−16.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,438 | $417.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,106 | $408.2K | 0.00% | −5,419−27.8% | Reduced |
| Bayesian Capital Management, LP | 13,200 | $382.0K | 0.04% | +13,200 | New |
| GWM Advisors LLC | 12,675 | $366.8K | 0.00% | −7,500−37.2% | Reduced |
| Handelsbanken Fonder AB | 12,500 | $362.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,015 | $318.8K | 0.00% | +11,015 | New |
| ProShare Advisors LLC | 10,825 | $313.3K | 0.00% | +852+8.5% | Added |
| Altfest L J & Co Inc | 10,349 | $300.0K | 0.04% | +204+2.0% | Added |
| Citigroup Inc | 9,951 | $288.0K | 0.00% | +1,402+16.4% | Added |
| Truist Financial Corp | 9,709 | $281.0K | 0.00% | +9,709 | New |
| Pitcairn Co | 9,666 | $279.7K | 0.02% | +353+3.8% | Added |
| Engineers Gate Manager LP | 9,608 | $278.1K | 0.01% | +9,608 | New |
| Renaissance Technologies LLC | 9,060 | $262.0K | 0.00% | +9,060 | New |
| State Board of Administration of Florida Retirement System | 9,869 | $251.3K | 0.00% | −7,330−42.6% | Reduced |
| HSBC Holdings PLC | 8,647 | $250.1K | 0.00% | +8,647 | New |
| Public Employees Retirement Association of Colorado | 8,429 | $244.0K | 0.00% | −3,305−28.2% | Reduced |
| Victory Capital Management Inc | 8,395 | $243.0K | 0.00% | −194−2.3% | Reduced |
| Ameriprise Financial Inc | 8,376 | $242.4K | 0.00% | +8,376 | New |
| The PNC Financial Services Group, Inc. | 7,811 | $226.1K | 0.00% | −2,360−23.2% | Reduced |
| Janney Montgomery Scott LLC | 7,147 | $207.0K | 0.00% | +7,147 | New |
| Verdence Capital Advisors LLC | 7,009 | $202.8K | 0.02% | +7,009 | New |
| Moody National Bank Trust Division | 6,980 | $202.0K | 0.02% | +6,980 | New |
| US Bancorp | 6,530 | $189.0K | 0.00% | +753+13.0% | Added |
| HHM Wealth Advisors, LLC | 6,270 | $181.5K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,876 | $170.1K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,566 | $161.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,900 | $147.1K | 0.02% | +4,900 | New |
| EntryPoint Capital, LLC | 4,817 | $139.4K | 0.12% | +4,817 | New |
| Core Wealth Advisors, Inc. | 4,509 | $130.5K | 0.04% | +4,509 | New |
| Comerica Bank | 4,241 | $122.7K | 0.00% | +248+6.2% | Added |
| SG Americas Securities, LLC | 3,592 | $104.0K | 0.00% | −1,053−22.7% | Reduced |
| Metropolitan Life Insurance Co | 3,190 | $92.3K | 0.00% | −442−12.2% | Reduced |
| Signaturefd, LLC | 2,102 | $60.8K | 0.00% | +2,000+1,960.8% | Added |
| Amalgamated Bank | 2,080 | $60.0K | 0.00% | −6,712−76.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,131 | $43.6K | 0.00% | −350−23.6% | Reduced |
| Parkside Financial Bank & Trust | 1,228 | $35.5K | 0.01% | +206+20.2% | Added |
| First Horizon Advisors, Inc. | 1,075 | $31.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 850 | $24.6K | 0.00% | +10+1.2% | Added |
| Quantbot Technologies LP | 685 | $19.8K | 0.00% | +685 | New |
| ZRC Wealth Management, LLC | 672 | $19.4K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 630 | $18.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 512 | $14.8K | 0.00% | +512 | New |
| Umb Bank N A | 510 | $14.8K | 0.00% | −43−7.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $14.5K | 0.03% | +500 | New |
| Eagle Bay Advisors LLC | 438 | $12.7K | 0.01% | −40−8.4% | Reduced |
| Whittier Trust Co | 392 | $11.3K | 0.00% | +392 | New |
| Principal Securities, Inc. | 364 | $10.5K | 0.00% | −127−25.9% | Reduced |
| Advisor Group Holdings, Inc. | 325 | $9.41K | 0.00% | −4,256−92.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 324 | $9.38K | 0.00% | +324 | New |
| Group One Trading, L.P. | 206 | $5.96K | 0.00% | +206 | New |
| Federation des caisses Desjardins du Quebec | 181 | $5.24K | 0.00% | +20+12.4% | Added |
| CWM, LLC | 185 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 153 | $4.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 149 | $4.31K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 117 | $3.39K | 0.00% | +23+24.5% | Added |
| IFP Advisors, Inc | 87 | $2.52K | 0.00% | −87−50.0% | Reduced |
| Cubist Systematic Strategies, LLC | 85 | $2.46K | 0.00% | −4,371−98.1% | Reduced |
| Lindbrook Capital, LLC | 81 | $2.34K | 0.00% | +69+575.0% | Added |
| RFP Financial Group LLC | 79 | $2.29K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $2.17K | 0.00% | +75 | New |
| Parallel Advisors, LLC | 74 | $2.14K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 56 | $1.62K | 0.00% | −15,729−99.6% | Reduced |
| Quest Partners LLC | 45 | $1.30K | 0.00% | −510−91.9% | Reduced |
| Proequities, Inc. | 34 | $983 | 0.00% | +34 | New |
| Allworth Financial LP | 16 | $464 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $406 | 0.00% | +14 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $347 | 0.00% | +12 | New |
| Rothschild Investment LLC | 5 | $145 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |