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, Q3 2024
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 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
- 219
- +36 vs. Q2 2024
- Shares held
- 65.2M
- +5.51M (+9.2%) vs. Q2 2024
- Total value
- $3.25B
- +$1.13B (+53.3%) vs. Q2 2024
- New holders
- 50
- 62 more added
- Sold out
- 14
- 76 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,917,310 | $493.9M | 0.03% | −1,8860.0% | Reduced |
| Vanguard Group Inc | 6,412,105 | $319.3M | 0.01% | +113,245+1.8% | Added |
| BlackRock, Inc. | 4,960,059 | $247.0M | 0.01% | +4,960,059 | New |
| Bamco Inc | 3,010,000 | $149.9M | 0.40% | −250,000−7.7% | Reduced |
| William Blair Investment Management, LLC | 2,709,941 | $135.0M | 0.33% | −373,340−12.1% | Reduced |
| Macquarie Group Ltd | 2,576,613 | $128.3M | 0.14% | −868,652−25.2% | Reduced |
| Champlain Investment Partners, LLC | 2,560,727 | $127.5M | 0.77% | −1,678,028−39.6% | Reduced |
| Capital International Investors | 2,344,493 | $116.8M | 0.02% | +2,214,699+1,706.3% | Added |
| State Street Corp | 1,956,551 | $97.4M | 0.00% | +229,387+13.3% | Added |
| Westwood Holdings Group Inc. | 1,689,906 | $84.2M | 0.35% | −529,242−23.8% | Reduced |
| Geode Capital Management, LLC | 1,550,357 | $77.2M | 0.01% | +9,326+0.6% | Added |
| Loomis Sayles & Co L P | 1,278,177 | $63.7M | 0.08% | −295,573−18.8% | Reduced |
| Aristotle Capital Boston, LLC | 1,269,025 | $63.2M | 2.09% | −165,918−11.6% | Reduced |
| JPMorgan Chase & Co | 1,235,868 | $61.5M | 0.00% | +1,175,484+1,946.7% | Added |
| Driehaus Capital Management LLC | 1,134,710 | $56.5M | 0.49% | +202,751+21.8% | Added |
| Dimensional Fund Advisors LP | 1,108,151 | $55.2M | 0.01% | +25,908+2.4% | Added |
| Royal Bank of Canada | 1,007,590 | $50.2M | 0.01% | −19,706−1.9% | Reduced |
| Emerald Advisers, LLC | 884,299 | $44.0M | 1.70% | +15,554+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 883,427 | $44.0M | 0.03% | +396,676+81.5% | Added |
| Bank of New York Mellon Corp | 872,092 | $43.4M | 0.01% | −164,516−15.9% | Reduced |
| Northern Trust Corp | 737,411 | $36.7M | 0.01% | +60,323+8.9% | Added |
| Venator Management LLC | 723,800 | $36.0M | 10.44% | −27,100−3.6% | Reduced |
| Westfield Capital Management Co LP | 718,464 | $35.8M | 0.16% | +718,464 | New |
| Bank of America Corp | 682,079 | $34.0M | 0.00% | +51,280+8.1% | Added |
| GW&K Investment Management, LLC | 658,250 | $32.8M | 0.28% | −28,278−4.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 653,633 | $32.6M | 1.69% | −81,784−11.1% | Reduced |
| Lord, Abbett & Co. LLC | 591,317 | $29.4M | 0.09% | +591,317 | New |
| Nuveen Asset Management, LLC | 573,338 | $28.6M | 0.01% | −1,006−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 546,975 | $27.2M | 0.01% | +11,523+2.2% | Added |
| Janus Henderson Group PLC | 533,241 | $26.6M | 0.01% | −314−0.1% | Reduced |
| Peregrine Capital Management LLC | 522,346 | $26.0M | 0.79% | −187,277−26.4% | Reduced |
| SEI Investments Co | 505,514 | $25.2M | 0.03% | −27,835−5.2% | Reduced |
| Boston Partners | 494,570 | $25.0M | 0.03% | −25,657−4.9% | Reduced |
| Tributary Capital Management, LLC | 472,633 | $23.5M | 1.83% | −2,344−0.5% | Reduced |
| Confluence Investment Management LLC | 438,544 | $21.8M | 0.29% | +92,755+26.8% | Added |
| Kennedy Capital Management, Inc. | 427,274 | $21.3M | 0.47% | −101,462−19.2% | Reduced |
| State of Wisconsin Investment Board | 337,992 | $16.8M | 0.04% | −65,320−16.2% | Reduced |
| Price T Rowe Associates Inc | 321,474 | $16.0M | 0.00% | −441,630−57.9% | Reduced |
| Granite Investment Partners, LLC | 304,010 | $15.1M | 0.65% | −24,284−7.4% | Reduced |
| Morgan Stanley | 299,307 | $14.9M | 0.00% | +96,208+47.4% | Added |
| Goldman Sachs Group Inc | 284,974 | $14.2M | 0.00% | +62,614+28.2% | Added |
| Kornitzer Capital Management Inc | 265,650 | $13.2M | 0.24% | −145,640−35.4% | Reduced |
| Balyasny Asset Management LLC | 207,657 | $10.3M | 0.03% | +105,473+103.2% | Added |
| Nicholas Company, Inc. | 185,060 | $9.22M | 0.15% | −38,870−17.4% | Reduced |
| UBS Group AG | 149,549 | $7.45M | 0.00% | +11,788+8.6% | Added |
| Invesco Ltd. | 145,463 | $7.24M | 0.00% | +96,330+196.1% | Added |
| UBS Asset Management Americas Inc | 145,187 | $7.23M | 0.00% | +7,040+5.1% | Added |
| Otter Creek Advisors, LLC | 138,275 | $6.89M | 4.37% | −48,340−25.9% | Reduced |
| First Trust Advisors LP | 137,735 | $6.86M | 0.01% | +3,572+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,960 | $6.57M | 0.01% | −14,005−9.6% | Reduced |
| Rockefeller Capital Management L.P. | 130,621 | $6.50M | 0.02% | −36,742−22.0% | Reduced |
| Swiss National Bank | 129,200 | $6.43M | 0.00% | +1,900+1.5% | Added |
| MAI Capital Management | 127,690 | $6.36M | 0.06% | −10,500−7.6% | Reduced |
| Pathway Financial Advisors LLC | 115,289 | $5.74M | 1.47% | −12,034−9.5% | Reduced |
| Barclays PLC | 109,078 | $5.43M | 0.00% | +15,731+16.9% | Added |
| Envestnet Asset Management Inc | 108,604 | $5.41M | 0.00% | −7,388−6.4% | Reduced |
| Rhumbline Advisers | 87,431 | $4.35M | 0.00% | −2,896−3.2% | Reduced |
| Russell Investments Group, Ltd. | 85,288 | $4.25M | 0.01% | +85,234+157,840.7% | Added |
| EAM Investors, LLC | 83,763 | $4.17M | 0.62% | +83,763 | New |
| Van Hulzen Asset Management, LLC | 78,753 | $3.92M | 0.28% | +756+1.0% | Added |
| Madison Asset Management, LLC | 74,151 | $3.69M | 0.04% | −11,706−13.6% | Reduced |
| Principal Financial Group Inc | 73,232 | $3.65M | 0.00% | +21,174+40.7% | Added |
| Public Employees Retirement System of Ohio | 73,172 | $3.64M | 0.02% | −22,290−23.3% | Reduced |
| Alliancebernstein L.P. | 71,300 | $3.55M | 0.00% | −3,140−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,471 | $3.51M | 0.00% | +64,145+1,014.0% | Added |
| Wells Fargo & Company | 69,325 | $3.45M | 0.00% | +1,537+2.3% | Added |
| Legal & General Group Plc | 68,649 | $3.42M | 0.00% | +2,539+3.8% | Added |
| HB Wealth Management, LLC | 63,667 | $3.17M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 62,547 | $3.11M | 0.00% | −691−1.1% | Reduced |
| Comerica Bank | 56,379 | $2.81M | 0.01% | +51,589+1,077.0% | Added |
| Baird Financial Group, Inc. | 55,926 | $2.79M | 0.01% | +55,926 | New |
| LPL Financial LLC | 55,558 | $2.77M | 0.00% | +6,732+13.8% | Added |
| Select Equity Group, L.P. | 53,431 | $2.66M | 0.01% | +23,969+81.4% | Added |
| Harbor Capital Advisors, Inc. | 50,870 | $2.53M | 0.11% | +50,870 | New |
| New York State Common Retirement Fund | 49,247 | $2.45M | 0.00% | −7,400−13.1% | Reduced |
| Citigroup Inc | 47,512 | $2.37M | 0.00% | +33,184+231.6% | Added |
| Jane Street Group, LLC | 46,053 | $2.29M | 0.00% | −68,217−59.7% | Reduced |
| State of New Jersey Common Pension Fund D | 44,405 | $2.21M | 0.01% | −9,039−16.9% | Reduced |
| Zions Bancorporation, N.A. | 44,251 | $2.20M | 0.16% | +6,866+18.4% | Added |
| Renaissance Technologies LLC | 40,800 | $2.03M | 0.00% | +6,800+20.0% | Added |
| Two Sigma Investments, LP | 40,275 | $2.01M | 0.00% | −5,663−12.3% | Reduced |
| Oliver Luxxe Assets LLC | 39,960 | $1.99M | 0.36% | +17,914+81.3% | Added |
| Deutsche Bank AG | 39,621 | $1.97M | 0.00% | +11,039+38.6% | Added |
| Penserra Capital Management LLC | 39,491 | $1.97M | 0.04% | −11,088−21.9% | Reduced |
| Bessemer Group Inc | 38,675 | $1.93M | 0.00% | −18,085−31.9% | Reduced |
| MetLife Investment Management | 37,994 | $1.89M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 36,045 | $1.80M | 0.00% | +5,132+16.6% | Added |
| Corebridge Financial, Inc. | 35,213 | $1.75M | 0.01% | −218−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 34,982 | $1.74M | 0.00% | −735−2.1% | Reduced |
| American Century Companies Inc | 31,180 | $1.55M | 0.00% | +31,180 | New |
| Cambridge Investment Research Advisors, Inc. | 31,034 | $1.54M | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 30,780 | $1.53M | 0.20% | +30,780 | New |
| Natixis Advisors, L.P. | 30,264 | $1.51M | 0.00% | +1,281+4.4% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $1.35M | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 26,890 | $1.34M | 0.01% | +26,890 | New |
| Diversified Trust Co | 25,200 | $1.25M | 0.03% | −12,600−33.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,871 | $1.09M | 0.01% | +21,871 | New |
| Voya Investment Management LLC | 21,495 | $1.07M | 0.00% | −532−2.4% | Reduced |
| Henshaw Capital LLC | 21,028 | $1.05M | 0.04% | −4,539−17.8% | Reduced |
| Premier Fund Managers Ltd | 20,781 | $1.04M | 0.04% | 00.0% | Unchanged |