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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.

Q2 2024 vs. Q1 2024

How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of BWIN: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1722184+14
Shares63.2M203.5K64.5M+1.53M (+2.4%)
Value$1.83B$5.89M$2.29B+$466.0M (+25.6%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to BWIN in Q2 2024
InstitutionSharesValue% of portfolio
GW&K Investment Management, LLC686,528$24.4M0.22%
Wealth Enhancement Advisory Services, LLC145,965$5.18M0.01%
Capital International Investors129,794$4.60M0.00%
Penserra Capital Management LLC50,579$1.79M0.02%
Zions Bancorporation, N.A.37,385$1.33M0.11%
Corebridge Financial, Inc.35,431$1.26M0.01%
Mirae Asset Global ETFs Holdings Ltd.30,913$1.10M0.00%
Select Equity Group, L.P.29,462$1.05M0.00%
Squarepoint Ops LLC25,216$894.4K0.00%
Oliver Luxxe Assets LLC22,046$782.0K0.17%
Premier Fund Managers Ltd20,781$727.0K0.03%
Toth Financial Advisory Corp16,015$568.1K0.07%
Corton Capital Inc.11,949$423.8K0.22%
Captrust Financial Advisors10,217$362.4K0.00%
Lido Advisors, LLC10,000$354.7K0.00%
Atria Investments LLC9,549$338.7K0.00%
Advisory Services Network, LLC9,290$329.5K0.01%
Commerce Bank9,215$326.9K0.00%
Wedbush Securities Inc8,506$302.0K0.01%
Verition Fund Management LLC8,022$284.5K0.00%
Pictet Asset Management Holding SA7,766$275.5K0.00%
Omers Administration Corp7,700$273.1K0.00%
Creative Planning7,602$269.6K0.00%
Envestnet Portfolio Solutions, Inc.7,585$269.0K0.00%
Raymond James Financial Services Advisors, Inc.6,326$224.4K0.00%
Prudential Financial Inc5,992$212.5K0.00%
Cetera Trust Company, N.A5,445$193.1K0.12%
Aquatic Capital Management LLC4,900$173.8K0.01%
State of Wyoming4,029$142.9K0.02%
Global Retirement Partners, LLC4,023$142.7K0.00%
KBC Group NV1,792$64.0K0.00%
Assetmark, Inc970$34.4K0.00%
Stephens Consulting, LLC101$3.58K0.00%
Jones Financial Companies LLLP95$3.37K0.00%
SRS Capital Advisors, Inc.67$2.38K0.00%
Russell Investments Group, Ltd.54$1.92K0.00%
Ronald Blue Trust, Inc.52$1.50K0.00%
HWG Holdings LP19$6740.00%
Smartleaf Asset Management LLC18$6300.00%
EverSource Wealth Advisors, LLC12$5250.00%

Sold out (26)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Not filed for Q2 2024 yet (2)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Financial Advisory Group115,925$3.35M
Credit Suisse AG87,557$2.53M