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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.

Q3 2024 vs. Q2 2024

How the institutions holding Baldwin Insurance Group, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of BWIN: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1841219+36
Shares64.5M4.75M65.2M+5.51M (+9.2%)
Value$2.29B$168.5M$3.25B+$1.13B (+53.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to BWIN in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.4,960,059$247.0M0.01%
Westfield Capital Management Co LP718,464$35.8M0.16%
Lord, Abbett & Co. LLC591,317$29.4M0.09%
EAM Investors, LLC83,763$4.17M0.62%
Baird Financial Group, Inc.55,926$2.79M0.01%
Harbor Capital Advisors, Inc.50,870$2.53M0.11%
American Century Companies Inc31,180$1.55M0.00%
Laird Norton Trust Company, LLC30,780$1.53M0.20%
King Luther Capital Management Corp26,890$1.34M0.01%
Connor, Clark & Lunn Investment Management Ltd.21,871$1.09M0.01%
Private Advisory Group LLC19,050$948.7K0.12%
SG Americas Securities, LLC18,241$908.0K0.00%
Oppenheimer & Co Inc17,419$867.5K0.01%
Intech Investment Management LLC15,603$777.0K0.01%
New World Advisors LLC14,957$744.9K0.19%
Systematic Financial Management LP13,559$675.2K0.02%
Susquehanna International Group, LLP11,701$582.7K0.00%
AQR Capital Management LLC9,208$458.6K0.00%
Schneider Downs Wealth Management Advisors, LP8,200$408.4K0.08%
Schonfeld Strategic Advisors LLC7,500$373.5K0.00%
TD Asset Management Inc6,400$321.4K0.00%
Blair William & Co6,133$305.4K0.00%
Red Door Wealth Management, LLC5,500$273.9K0.05%
Caxton Associates LP5,429$270.4K0.01%
Peapack Gladstone Financial Corp5,289$263.0K0.00%
Flagship Harbor Advisors, LLC5,160$257.0K0.01%
Black Swift Group, LLC5,000$249.0K0.05%
Group One Trading, L.P.4,869$242.5K0.01%
Heritage Family Offices, LLP4,850$241.5K0.12%
Warren Averett Asset Management, LLC4,757$236.9K0.00%
Smith Chas P & Associates Pa Cpas4,548$226.5K0.01%
Core Wealth Advisors, Inc.4,509$224.5K0.07%
ZWJ Investment Counsel Inc4,464$222.3K0.01%
Cyndeo Wealth Partners, LLC4,414$219.8K0.02%
Xponance, Inc.4,365$217.4K0.00%
Mackenzie Financial Corp4,311$214.7K0.00%
O'Shaughnessy Asset Management, LLC3,940$205.9K0.00%
HighTower Advisors, LLC4,007$202.0K0.00%
Acadian Asset Management LLC2,624$130.0K0.00%
STRS Ohio1,900$94.6K0.00%
Quantbot Technologies LP968$48.2K0.00%
Jaffetilchin Investment Partners, LLC600$29.9K0.00%
Johnson Financial Group, Inc.130$6.47K0.00%
Accent Capital Management, LLC100$4.98K0.00%
Aster Capital Management (DIFC) Ltd89$4.43K0.00%
Sterling Capital Management LLC68$3.39K0.00%
Quest Partners LLC25$1.25K0.00%
Capital Performance Advisors LLP20$9960.00%
Bruce G. Allen Investments, LLC13$6470.00%
GeoWealth Management, LLC6$2990.00%

Sold out (14)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (1)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.4,751,731$168.5M