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