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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $497 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $525 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 18 | $630 | 0.00% | +18 | New |
| Allworth Financial LP | 16 | $641 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 19 | $674 | 0.00% | +19 | New |
| Rothschild Investment LLC | 25 | $887 | 0.00% | +20+400.0% | Added |
| Proequities, Inc. | 33 | $1.17K | 0.00% | −1−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 52 | $1.50K | 0.00% | +52 | New |
| Russell Investments Group, Ltd. | 54 | $1.92K | 0.00% | +54 | New |
| SRS Capital Advisors, Inc. | 67 | $2.38K | 0.00% | +67 | New |
| Parallel Advisors, LLC | 74 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $2.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $2.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $3.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 89 | $3.16K | 0.00% | −275−75.5% | Reduced |
| Jones Financial Companies LLLP | 95 | $3.37K | 0.00% | +95 | New |
| Stephens Consulting, LLC | 101 | $3.58K | 0.00% | +101 | New |
| Steward Partners Investment Advisory, LLC | 108 | $3.83K | 0.00% | −216−66.7% | Reduced |
| GAMMA Investing LLC | 138 | $4.89K | 0.00% | +21+17.9% | Added |
| Private Trust Co NA | 175 | $6.21K | 0.00% | +22+14.4% | Added |
| Quadrant Capital Group LLC | 177 | $6.28K | 0.00% | +28+18.8% | Added |
| Federation des caisses Desjardins du Quebec | 181 | $6.42K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 191 | $7.00K | 0.00% | +6+3.2% | Added |
| Eagle Bay Advisors LLC | 263 | $9.33K | 0.01% | −175−40.0% | Reduced |
| Advisor Group Holdings, Inc. | 282 | $10.0K | 0.00% | −43−13.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 512 | $18.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 565 | $20.0K | 0.00% | +55+10.8% | Added |
| Atwood & Palmer Inc | 630 | $22.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $23.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 850 | $30.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 970 | $34.4K | 0.00% | +970 | New |
| TD Waterhouse Canada Inc. | 1,033 | $37.7K | 0.00% | −98−8.7% | Reduced |
| EntryPoint Capital, LLC | 1,187 | $42.1K | 0.02% | −3,630−75.4% | Reduced |
| Parkside Financial Bank & Trust | 1,274 | $45.2K | 0.01% | +46+3.7% | Added |
| First Horizon Advisors, Inc. | 1,415 | $50.2K | 0.00% | +340+31.6% | Added |
| KBC Group NV | 1,792 | $64.0K | 0.00% | +1,792 | New |
| Amalgamated Bank | 2,080 | $74.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,102 | $74.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,023 | $142.7K | 0.00% | +4,023 | New |
| State of Wyoming | 4,029 | $142.9K | 0.02% | +4,029 | New |
| Continuum Advisory, LLC | 4,477 | $158.8K | 0.02% | −423−8.6% | Reduced |
| Comerica Bank | 4,790 | $169.9K | 0.00% | +549+12.9% | Added |
| Aquatic Capital Management LLC | 4,900 | $173.8K | 0.01% | +4,900 | New |
| Cetera Trust Company, N.A | 5,445 | $193.1K | 0.12% | +5,445 | New |
| Prudential Financial Inc | 5,992 | $212.5K | 0.00% | +5,992 | New |
| HHM Wealth Advisors, LLC | 6,270 | $222.4K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,326 | $224.4K | 0.00% | +6,326 | New |
| Ameritas Investment Partners, Inc. | 6,452 | $228.9K | 0.01% | +576+9.8% | Added |
| Altfest L J & Co Inc | 6,483 | $230.0K | 0.03% | −3,866−37.4% | Reduced |
| US Bancorp | 6,711 | $238.0K | 0.00% | +181+2.8% | Added |
| Janney Montgomery Scott LLC | 6,911 | $245.0K | 0.00% | −236−3.3% | Reduced |
| Verdence Capital Advisors LLC | 7,129 | $252.9K | 0.02% | +120+1.7% | Added |
| Moody National Bank Trust Division | 7,420 | $263.2K | 0.02% | +440+6.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,585 | $269.0K | 0.00% | +7,585 | New |
| Creative Planning | 7,602 | $269.6K | 0.00% | +7,602 | New |
| Omers Administration Corp | 7,700 | $273.1K | 0.00% | +7,700 | New |
| Pictet Asset Management Holding SA | 7,766 | $275.5K | 0.00% | +7,766 | New |
| Verition Fund Management LLC | 8,022 | $284.5K | 0.00% | +8,022 | New |
| ProShare Advisors LLC | 8,071 | $286.3K | 0.00% | −2,754−25.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,124 | $288.2K | 0.00% | +313+4.0% | Added |
| Public Employees Retirement Association of Colorado | 8,429 | $299.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,441 | $299.4K | 0.00% | +46+0.5% | Added |
| HSBC Holdings PLC | 8,548 | $301.1K | 0.00% | −99−1.1% | Reduced |
| Wedbush Securities Inc | 8,506 | $302.0K | 0.01% | +8,506 | New |
| Commerce Bank | 9,215 | $326.9K | 0.00% | +9,215 | New |
| Tower Research Capital LLC (TRC) | 9,242 | $327.8K | 0.01% | +9,186+16,403.6% | Added |
| Advisory Services Network, LLC | 9,290 | $329.5K | 0.01% | +9,290 | New |
| Atria Investments LLC | 9,549 | $338.7K | 0.00% | +9,549 | New |
| Lido Advisors, LLC | 10,000 | $354.7K | 0.00% | +10,000 | New |
| Mariner, LLC | 10,076 | $357.4K | 0.00% | −5,977−37.2% | Reduced |
| Captrust Financial Advisors | 10,217 | $362.4K | 0.00% | +10,217 | New |
| Truist Financial Corp | 10,859 | $380.2K | 0.00% | +1,150+11.8% | Added |
| Pitcairn Co | 11,517 | $408.5K | 0.02% | +1,851+19.1% | Added |
| Corton Capital Inc. | 11,949 | $423.8K | 0.22% | +11,949 | New |
| Handelsbanken Fonder AB | 12,500 | $443.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,675 | $449.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 13,627 | $484.0K | 0.00% | +8,061+144.8% | Added |
| Citigroup Inc | 14,328 | $508.2K | 0.00% | +4,377+44.0% | Added |
| First National Bank of Omaha | 14,383 | $510.2K | 0.03% | +1,701+13.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,292 | $542.4K | 0.00% | +854+5.9% | Added |
| Toth Financial Advisory Corp | 16,015 | $568.1K | 0.07% | +16,015 | New |
| Cornerstone Wealth Group, LLC | 16,700 | $592.3K | 0.05% | −188−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $610.0K | 0.00% | +7,330+74.3% | Added |
| Arizona State Retirement System | 18,123 | $642.8K | 0.00% | +1,331+7.9% | Added |
| Algert Global LLC | 18,688 | $662.9K | 0.02% | −20,846−52.7% | Reduced |
| Trust Point Inc. | 19,748 | $700.5K | 0.06% | +315+1.6% | Added |
| Premier Fund Managers Ltd | 20,781 | $727.0K | 0.03% | +20,781 | New |
| Voya Investment Management LLC | 22,027 | $781.3K | 0.00% | +1,967+9.8% | Added |
| Oliver Luxxe Assets LLC | 22,046 | $782.0K | 0.17% | +22,046 | New |
| Squarepoint Ops LLC | 25,216 | $894.4K | 0.00% | +25,216 | New |
| Henshaw Capital LLC | 25,567 | $906.9K | 0.04% | +418+1.7% | Added |
| Raymond James & Associates | 26,968 | $956.6K | 0.00% | +2,939+12.2% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $964.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,582 | $1.01M | 0.00% | −1,013−3.4% | Reduced |
| Natixis Advisors, L.P. | 28,983 | $1.03M | 0.00% | +2,438+9.2% | Added |
| Select Equity Group, L.P. | 29,462 | $1.05M | 0.00% | +29,462 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $1.10M | 0.00% | +30,913 | New |