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, Q2 2024
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 184
- +14 vs. Q1 2024
- Shares held
- 64.5M
- +1.53M (+2.4%) vs. Q1 2024
- Total value
- $2.29B
- +$466.0M (+25.6%) vs. Q1 2024
- New holders
- 40
- 73 more added
- Sold out
- 26
- 46 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,919,196 | $351.8M | 0.02% | +208,488+2.1% | Added |
| Vanguard Group Inc | 6,298,860 | $223.4M | 0.00% | +131,044+2.1% | Added |
| BlackRock Inc. | 4,751,731 | $168.5M | 0.00% | +341,254+7.7% | Added |
| Champlain Investment Partners, LLC | 4,238,755 | $150.3M | 0.92% | +215,580+5.4% | Added |
| Macquarie Group Ltd | 3,445,265 | $122.2M | 0.14% | −1,4190.0% | Reduced |
| Bamco Inc | 3,260,000 | $115.6M | 0.33% | +660.0% | Added |
| William Blair Investment Management, LLC | 3,083,281 | $109.4M | 0.29% | +157,631+5.4% | Added |
| Westwood Holdings Group Inc. | 2,219,148 | $78.7M | 0.37% | −516,302−18.9% | Reduced |
| State Street Corp | 1,727,164 | $61.3M | 0.00% | +403,151+30.4% | Added |
| Loomis Sayles & Co L P | 1,573,750 | $55.8M | 0.08% | +88,807+6.0% | Added |
| Geode Capital Management, LLC | 1,541,031 | $54.7M | 0.00% | +127,450+9.0% | Added |
| Aristotle Capital Boston, LLC | 1,434,943 | $50.9M | 1.71% | −110,913−7.2% | Reduced |
| Dimensional Fund Advisors LP | 1,082,243 | $38.4M | 0.01% | +72,563+7.2% | Added |
| Bank of New York Mellon Corp | 1,036,608 | $36.8M | 0.01% | −195,875−15.9% | Reduced |
| Royal Bank of Canada | 1,027,296 | $36.4M | 0.01% | +82,783+8.8% | Added |
| Driehaus Capital Management LLC | 931,959 | $33.1M | 0.32% | +325,751+53.7% | Added |
| Emerald Advisers, LLC | 868,745 | $30.8M | 1.29% | −24,847−2.8% | Reduced |
| Price T Rowe Associates Inc | 763,104 | $27.1M | 0.00% | +734,098+2,530.8% | Added |
| Venator Management LLC | 750,900 | $26.6M | 8.05% | −31,375−4.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 735,417 | $26.1M | 1.37% | +3,304+0.5% | Added |
| Peregrine Capital Management LLC | 709,623 | $25.2M | 0.73% | −161,042−18.5% | Reduced |
| GW&K Investment Management, LLC | 686,528 | $24.4M | 0.22% | +686,528 | New |
| Northern Trust Corp | 677,088 | $24.0M | 0.00% | −21,133−3.0% | Reduced |
| Bank of America Corp | 630,799 | $22.4M | 0.00% | −5,250−0.8% | Reduced |
| Nuveen Asset Management, LLC | 574,344 | $20.4M | 0.01% | −44,102−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 535,452 | $19.0M | 0.00% | +35,877+7.2% | Added |
| Janus Henderson Group PLC | 533,555 | $18.9M | 0.01% | +1,628+0.3% | Added |
| SEI Investments Co | 533,349 | $18.9M | 0.03% | −33,510−5.9% | Reduced |
| Boston Partners | 520,227 | $18.8M | 0.02% | −959,419−64.8% | Reduced |
| Kennedy Capital Management, Inc. | 528,736 | $18.8M | 0.40% | −26,436−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 486,751 | $17.3M | 0.01% | −27,994−5.4% | Reduced |
| Tributary Capital Management, LLC | 474,977 | $16.8M | 1.40% | +1,394+0.3% | Added |
| Kornitzer Capital Management Inc | 411,290 | $14.6M | 0.28% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 403,312 | $14.3M | 0.04% | −18,451−4.4% | Reduced |
| Confluence Investment Management LLC | 345,789 | $12.3M | 0.18% | +221,668+178.6% | Added |
| Granite Investment Partners, LLC | 328,294 | $11.6M | 0.48% | −41,249−11.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 256,130 | $9.08M | 2.58% | −53,000−17.1% | Reduced |
| Nicholas Company, Inc. | 223,930 | $7.94M | 0.13% | −135−0.1% | Reduced |
| Goldman Sachs Group Inc | 222,360 | $7.89M | 0.00% | −54,296−19.6% | Reduced |
| Morgan Stanley | 203,099 | $7.20M | 0.00% | −2,902−1.4% | Reduced |
| Otter Creek Advisors, LLC | 186,615 | $6.62M | 4.30% | +36,358+24.2% | Added |
| Estuary Capital Management LP | 168,619 | $5.98M | 1.93% | −24,682−12.8% | Reduced |
| Rockefeller Capital Management L.P. | 167,363 | $5.94M | 0.02% | −32,133−16.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 145,965 | $5.18M | 0.01% | +145,965 | New |
| MAI Capital Management | 138,190 | $4.90M | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 138,147 | $4.90M | 0.00% | +70,582+104.5% | Added |
| UBS Group AG | 137,761 | $4.89M | 0.00% | +5,692+4.3% | Added |
| First Trust Advisors LP | 134,163 | $4.76M | 0.00% | +78,690+141.9% | Added |
| Capital International Investors | 129,794 | $4.60M | 0.00% | +129,794 | New |
| Pathway Financial Advisors LLC | 127,323 | $4.52M | 1.22% | −14,064−9.9% | Reduced |
| Swiss National Bank | 127,300 | $4.52M | 0.00% | +6,700+5.6% | Added |
| Citadel Advisors LLC | 121,150 | $4.30M | 0.00% | +65,281+116.8% | Added |
| Envestnet Asset Management Inc | 115,992 | $4.11M | 0.00% | −13,961−10.7% | Reduced |
| Jane Street Group, LLC | 114,270 | $4.05M | 0.00% | +68,096+147.5% | Added |
| Balyasny Asset Management LLC | 102,184 | $3.62M | 0.01% | +79,068+342.0% | Added |
| Public Employees Retirement System of Ohio | 95,462 | $3.39M | 0.01% | −26,120−21.5% | Reduced |
| Barclays PLC | 93,347 | $3.31M | 0.00% | −14,412−13.4% | Reduced |
| Rhumbline Advisers | 90,327 | $3.20M | 0.00% | +9,302+11.5% | Added |
| Madison Asset Management, LLC | 85,857 | $3.05M | 0.04% | +558+0.7% | Added |
| Millennium Management LLC | 79,212 | $2.81M | 0.00% | −298,206−79.0% | Reduced |
| Van Hulzen Asset Management, LLC | 77,997 | $2.77M | 0.19% | +40,688+109.1% | Added |
| Alliancebernstein L.P. | 74,440 | $2.64M | 0.00% | +12,740+20.6% | Added |
| Lighthouse Investment Partners, LLC | 68,714 | $2.44M | 0.14% | +35,539+107.1% | Added |
| Wells Fargo & Company | 67,788 | $2.40M | 0.00% | +1,512+2.3% | Added |
| Legal & General Group Plc | 66,110 | $2.34M | 0.00% | +1,824+2.8% | Added |
| HB Wealth Management, LLC | 63,667 | $2.26M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 63,238 | $2.24M | 0.00% | +2,229+3.7% | Added |
| JPMorgan Chase & Co | 60,384 | $2.14M | 0.00% | −21,628−26.4% | Reduced |
| Bessemer Group Inc | 56,760 | $2.01M | 0.00% | +3,390+6.4% | Added |
| New York State Common Retirement Fund | 56,647 | $2.01M | 0.00% | +2,910+5.4% | Added |
| State of New Jersey Common Pension Fund D | 53,444 | $1.90M | 0.01% | −52,126−49.4% | Reduced |
| Principal Financial Group Inc | 52,058 | $1.85M | 0.00% | +7,218+16.1% | Added |
| Penserra Capital Management LLC | 50,579 | $1.79M | 0.02% | +50,579 | New |
| Invesco Ltd. | 49,133 | $1.74M | 0.00% | +1,482+3.1% | Added |
| LPL Financial LLC | 48,826 | $1.73M | 0.00% | +37,811+343.3% | Added |
| Two Sigma Investments, LP | 45,938 | $1.63M | 0.00% | −57,416−55.6% | Reduced |
| MetLife Investment Management | 37,994 | $1.35M | 0.01% | +7,503+24.6% | Added |
| Diversified Trust Co | 37,800 | $1.34M | 0.04% | +3,800+11.2% | Added |
| CI Private Wealth, LLC | 37,448 | $1.33M | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37,385 | $1.33M | 0.11% | +37,385 | New |
| Manufacturers Life Insurance Company, The | 35,717 | $1.27M | 0.00% | +6,370+21.7% | Added |
| Corebridge Financial, Inc. | 35,431 | $1.26M | 0.01% | +35,431 | New |
| Renaissance Technologies LLC | 34,000 | $1.21M | 0.00% | +24,940+275.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,034 | $1.10M | 0.00% | +361+1.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $1.10M | 0.00% | +30,913 | New |
| Select Equity Group, L.P. | 29,462 | $1.05M | 0.00% | +29,462 | New |
| Natixis Advisors, L.P. | 28,983 | $1.03M | 0.00% | +2,438+9.2% | Added |
| Deutsche Bank AG | 28,582 | $1.01M | 0.00% | −1,013−3.4% | Reduced |
| Ensign Peak Advisors, Inc | 27,198 | $964.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 26,968 | $956.6K | 0.00% | +2,939+12.2% | Added |
| Henshaw Capital LLC | 25,567 | $906.9K | 0.04% | +418+1.7% | Added |
| Squarepoint Ops LLC | 25,216 | $894.4K | 0.00% | +25,216 | New |
| Oliver Luxxe Assets LLC | 22,046 | $782.0K | 0.17% | +22,046 | New |
| Voya Investment Management LLC | 22,027 | $781.3K | 0.00% | +1,967+9.8% | Added |
| Premier Fund Managers Ltd | 20,781 | $727.0K | 0.03% | +20,781 | New |
| Trust Point Inc. | 19,748 | $700.5K | 0.06% | +315+1.6% | Added |
| Algert Global LLC | 18,688 | $662.9K | 0.02% | −20,846−52.7% | Reduced |
| Arizona State Retirement System | 18,123 | $642.8K | 0.00% | +1,331+7.9% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $610.0K | 0.00% | +7,330+74.3% | Added |
| Cornerstone Wealth Group, LLC | 16,700 | $592.3K | 0.05% | −188−1.1% | Reduced |