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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 31,034 | $1.10M | 0.00% | +361+1.2% | Added |
| Renaissance Technologies LLC | 34,000 | $1.21M | 0.00% | +24,940+275.3% | Added |
| Corebridge Financial, Inc. | 35,431 | $1.26M | 0.01% | +35,431 | New |
| Manufacturers Life Insurance Company, The | 35,717 | $1.27M | 0.00% | +6,370+21.7% | Added |
| Zions Bancorporation, N.A. | 37,385 | $1.33M | 0.11% | +37,385 | New |
| CI Private Wealth, LLC | 37,448 | $1.33M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 37,800 | $1.34M | 0.04% | +3,800+11.2% | Added |
| MetLife Investment Management | 37,994 | $1.35M | 0.01% | +7,503+24.6% | Added |
| Two Sigma Investments, LP | 45,938 | $1.63M | 0.00% | −57,416−55.6% | Reduced |
| LPL Financial LLC | 48,826 | $1.73M | 0.00% | +37,811+343.3% | Added |
| Invesco Ltd. | 49,133 | $1.74M | 0.00% | +1,482+3.1% | Added |
| Penserra Capital Management LLC | 50,579 | $1.79M | 0.02% | +50,579 | New |
| Principal Financial Group Inc | 52,058 | $1.85M | 0.00% | +7,218+16.1% | Added |
| State of New Jersey Common Pension Fund D | 53,444 | $1.90M | 0.01% | −52,126−49.4% | Reduced |
| New York State Common Retirement Fund | 56,647 | $2.01M | 0.00% | +2,910+5.4% | Added |
| Bessemer Group Inc | 56,760 | $2.01M | 0.00% | +3,390+6.4% | Added |
| JPMorgan Chase & Co | 60,384 | $2.14M | 0.00% | −21,628−26.4% | Reduced |
| California State Teachers Retirement System | 63,238 | $2.24M | 0.00% | +2,229+3.7% | Added |
| HB Wealth Management, LLC | 63,667 | $2.26M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 66,110 | $2.34M | 0.00% | +1,824+2.8% | Added |
| Wells Fargo & Company | 67,788 | $2.40M | 0.00% | +1,512+2.3% | Added |
| Lighthouse Investment Partners, LLC | 68,714 | $2.44M | 0.14% | +35,539+107.1% | Added |
| Alliancebernstein L.P. | 74,440 | $2.64M | 0.00% | +12,740+20.6% | Added |
| Van Hulzen Asset Management, LLC | 77,997 | $2.77M | 0.19% | +40,688+109.1% | Added |
| Millennium Management LLC | 79,212 | $2.81M | 0.00% | −298,206−79.0% | Reduced |
| Madison Asset Management, LLC | 85,857 | $3.05M | 0.04% | +558+0.7% | Added |
| Rhumbline Advisers | 90,327 | $3.20M | 0.00% | +9,302+11.5% | Added |
| Barclays PLC | 93,347 | $3.31M | 0.00% | −14,412−13.4% | Reduced |
| Public Employees Retirement System of Ohio | 95,462 | $3.39M | 0.01% | −26,120−21.5% | Reduced |
| Balyasny Asset Management LLC | 102,184 | $3.62M | 0.01% | +79,068+342.0% | Added |
| Jane Street Group, LLC | 114,270 | $4.05M | 0.00% | +68,096+147.5% | Added |
| Envestnet Asset Management Inc | 115,992 | $4.11M | 0.00% | −13,961−10.7% | Reduced |
| Citadel Advisors LLC | 121,150 | $4.30M | 0.00% | +65,281+116.8% | Added |
| Swiss National Bank | 127,300 | $4.52M | 0.00% | +6,700+5.6% | Added |
| Pathway Financial Advisors LLC | 127,323 | $4.52M | 1.22% | −14,064−9.9% | Reduced |
| Capital International Investors | 129,794 | $4.60M | 0.00% | +129,794 | New |
| First Trust Advisors LP | 134,163 | $4.76M | 0.00% | +78,690+141.9% | Added |
| UBS Group AG | 137,761 | $4.89M | 0.00% | +5,692+4.3% | Added |
| UBS Asset Management Americas Inc | 138,147 | $4.90M | 0.00% | +70,582+104.5% | Added |
| MAI Capital Management | 138,190 | $4.90M | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 145,965 | $5.18M | 0.01% | +145,965 | New |
| Rockefeller Capital Management L.P. | 167,363 | $5.94M | 0.02% | −32,133−16.1% | Reduced |
| Estuary Capital Management LP | 168,619 | $5.98M | 1.93% | −24,682−12.8% | Reduced |
| Otter Creek Advisors, LLC | 186,615 | $6.62M | 4.30% | +36,358+24.2% | Added |
| Morgan Stanley | 203,099 | $7.20M | 0.00% | −2,902−1.4% | Reduced |
| Goldman Sachs Group Inc | 222,360 | $7.89M | 0.00% | −54,296−19.6% | Reduced |
| Nicholas Company, Inc. | 223,930 | $7.94M | 0.13% | −135−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 256,130 | $9.08M | 2.58% | −53,000−17.1% | Reduced |
| Granite Investment Partners, LLC | 328,294 | $11.6M | 0.48% | −41,249−11.2% | Reduced |
| Confluence Investment Management LLC | 345,789 | $12.3M | 0.18% | +221,668+178.6% | Added |
| State of Wisconsin Investment Board | 403,312 | $14.3M | 0.04% | −18,451−4.4% | Reduced |
| Kornitzer Capital Management Inc | 411,290 | $14.6M | 0.28% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 474,977 | $16.8M | 1.40% | +1,394+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 486,751 | $17.3M | 0.01% | −27,994−5.4% | Reduced |
| Kennedy Capital Management, Inc. | 528,736 | $18.8M | 0.40% | −26,436−4.8% | Reduced |
| Boston Partners | 520,227 | $18.8M | 0.02% | −959,419−64.8% | Reduced |
| SEI Investments Co | 533,349 | $18.9M | 0.03% | −33,510−5.9% | Reduced |
| Janus Henderson Group PLC | 533,555 | $18.9M | 0.01% | +1,628+0.3% | Added |
| Charles Schwab Investment Management Inc | 535,452 | $19.0M | 0.00% | +35,877+7.2% | Added |
| Nuveen Asset Management, LLC | 574,344 | $20.4M | 0.01% | −44,102−7.1% | Reduced |
| Bank of America Corp | 630,799 | $22.4M | 0.00% | −5,250−0.8% | Reduced |
| Northern Trust Corp | 677,088 | $24.0M | 0.00% | −21,133−3.0% | Reduced |
| GW&K Investment Management, LLC | 686,528 | $24.4M | 0.22% | +686,528 | New |
| Peregrine Capital Management LLC | 709,623 | $25.2M | 0.73% | −161,042−18.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 735,417 | $26.1M | 1.37% | +3,304+0.5% | Added |
| Venator Management LLC | 750,900 | $26.6M | 8.05% | −31,375−4.0% | Reduced |
| Price T Rowe Associates Inc | 763,104 | $27.1M | 0.00% | +734,098+2,530.8% | Added |
| Emerald Advisers, LLC | 868,745 | $30.8M | 1.29% | −24,847−2.8% | Reduced |
| Driehaus Capital Management LLC | 931,959 | $33.1M | 0.32% | +325,751+53.7% | Added |
| Royal Bank of Canada | 1,027,296 | $36.4M | 0.01% | +82,783+8.8% | Added |
| Bank of New York Mellon Corp | 1,036,608 | $36.8M | 0.01% | −195,875−15.9% | Reduced |
| Dimensional Fund Advisors LP | 1,082,243 | $38.4M | 0.01% | +72,563+7.2% | Added |
| Aristotle Capital Boston, LLC | 1,434,943 | $50.9M | 1.71% | −110,913−7.2% | Reduced |
| Geode Capital Management, LLC | 1,541,031 | $54.7M | 0.00% | +127,450+9.0% | Added |
| Loomis Sayles & Co L P | 1,573,750 | $55.8M | 0.08% | +88,807+6.0% | Added |
| State Street Corp | 1,727,164 | $61.3M | 0.00% | +403,151+30.4% | Added |
| Westwood Holdings Group Inc. | 2,219,148 | $78.7M | 0.37% | −516,302−18.9% | Reduced |
| William Blair Investment Management, LLC | 3,083,281 | $109.4M | 0.29% | +157,631+5.4% | Added |
| Bamco Inc | 3,260,000 | $115.6M | 0.33% | +660.0% | Added |
| Macquarie Group Ltd | 3,445,265 | $122.2M | 0.14% | −1,4190.0% | Reduced |
| Champlain Investment Partners, LLC | 4,238,755 | $150.3M | 0.92% | +215,580+5.4% | Added |
| BlackRock Inc. | 4,751,731 | $168.5M | 0.00% | +341,254+7.7% | Added |
| Vanguard Group Inc | 6,298,860 | $223.4M | 0.00% | +131,044+2.1% | Added |
| FMR LLC | 9,919,196 | $351.8M | 0.02% | +208,488+2.1% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −356,889−100.0% | Sold out |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −52,295−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −52,131−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −39,751−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,892−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −29,693−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −26,646−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,099−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −15,358−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,106−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −8,376−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |