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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Huntington National Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6 | $299 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 12 | $598 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $647 | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 20 | $996 | 0.00% | +20 | New |
| Quest Partners LLC | 25 | $1.25K | 0.00% | +25 | New |
| Proequities, Inc. | 31 | $1.54K | 0.00% | −2−6.1% | Reduced |
| Allworth Financial LP | 31 | $1.54K | 0.00% | +15+93.8% | Added |
| SRS Capital Advisors, Inc. | 56 | $2.79K | 0.00% | −11−16.4% | Reduced |
| Rothschild Investment LLC | 60 | $2.99K | 0.00% | +35+140.0% | Added |
| Sterling Capital Management LLC | 68 | $3.39K | 0.00% | +68 | New |
| First Financial Corp | 75 | $3.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $4.03K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $4.33K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 88 | $4.38K | 0.00% | −1−1.1% | Reduced |
| Parallel Advisors, LLC | 88 | $4.38K | 0.00% | +14+18.9% | Added |
| Aster Capital Management (DIFC) Ltd | 89 | $4.43K | 0.00% | +89 | New |
| Global Retirement Partners, LLC | 100 | $4.98K | 0.00% | −3,923−97.5% | Reduced |
| Accent Capital Management, LLC | 100 | $4.98K | 0.00% | +100 | New |
| Johnson Financial Group, Inc. | 130 | $6.47K | 0.00% | +130 | New |
| Federation des caisses Desjardins du Quebec | 144 | $7.17K | 0.00% | −37−20.4% | Reduced |
| Eagle Bay Advisors LLC | 160 | $7.97K | 0.00% | −103−39.2% | Reduced |
| Private Trust Co NA | 175 | $8.71K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $8.81K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 283 | $10.0K | 0.00% | +231+444.2% | Added |
| GAMMA Investing LLC | 226 | $11.3K | 0.00% | +88+63.8% | Added |
| CWM, LLC | 242 | $12.0K | 0.00% | +51+26.7% | Added |
| Umb Bank N A | 464 | $23.1K | 0.00% | −101−17.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 576 | $28.7K | 0.00% | −8,666−93.8% | Reduced |
| Atwood & Palmer Inc | 580 | $28.9K | 0.00% | −50−7.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 600 | $29.9K | 0.00% | +600 | New |
| ZRC Wealth Management, LLC | 672 | $33.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 729 | $36.3K | 0.00% | −1,373−65.3% | Reduced |
| Nisa Investment Advisors, LLC | 850 | $42.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 968 | $48.2K | 0.00% | +968 | New |
| Assetmark, Inc | 970 | $48.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,033 | $50.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,095 | $55.0K | 0.00% | +1,000+1,052.6% | Added |
| Parkside Financial Bank & Trust | 1,325 | $66.0K | 0.01% | +51+4.0% | Added |
| First Horizon Advisors, Inc. | 1,415 | $70.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,650 | $73.2K | 0.01% | −2,827−63.1% | Reduced |
| KBC Group NV | 1,792 | $89.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,900 | $94.6K | 0.00% | +1,900 | New |
| Amalgamated Bank | 2,080 | $104.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $114.5K | 0.00% | −2,600−53.1% | Reduced |
| Acadian Asset Management LLC | 2,624 | $130.0K | 0.00% | +2,624 | New |
| State of Wyoming | 2,836 | $141.2K | 0.02% | −1,193−29.6% | Reduced |
| HighTower Advisors, LLC | 4,007 | $202.0K | 0.00% | +4,007 | New |
| O'Shaughnessy Asset Management, LLC | 3,940 | $205.9K | 0.00% | +3,940 | New |
| Mackenzie Financial Corp | 4,311 | $214.7K | 0.00% | +4,311 | New |
| Xponance, Inc. | 4,365 | $217.4K | 0.00% | +4,365 | New |
| Cyndeo Wealth Partners, LLC | 4,414 | $219.8K | 0.02% | +4,414 | New |
| ZWJ Investment Counsel Inc | 4,464 | $222.3K | 0.01% | +4,464 | New |
| Core Wealth Advisors, Inc. | 4,509 | $224.5K | 0.07% | +4,509 | New |
| Smith Chas P & Associates Pa Cpas | 4,548 | $226.5K | 0.01% | +4,548 | New |
| Warren Averett Asset Management, LLC | 4,757 | $236.9K | 0.00% | +4,757 | New |
| Heritage Family Offices, LLP | 4,850 | $241.5K | 0.12% | +4,850 | New |
| Group One Trading, L.P. | 4,869 | $242.5K | 0.01% | +4,869 | New |
| Black Swift Group, LLC | 5,000 | $249.0K | 0.05% | +5,000 | New |
| Moody National Bank Trust Division | 5,040 | $251.0K | 0.03% | −2,380−32.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,160 | $257.0K | 0.01% | +5,160 | New |
| Peapack Gladstone Financial Corp | 5,289 | $263.0K | 0.00% | +5,289 | New |
| Caxton Associates LP | 5,429 | $270.4K | 0.01% | +5,429 | New |
| Cetera Trust Company, N.A | 5,445 | $271.2K | 0.17% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,487 | $273.0K | 0.04% | −996−15.4% | Reduced |
| Red Door Wealth Management, LLC | 5,500 | $273.9K | 0.05% | +5,500 | New |
| Wedbush Securities Inc | 5,531 | $275.0K | 0.01% | −2,975−35.0% | Reduced |
| Prudential Financial Inc | 6,027 | $300.1K | 0.00% | +35+0.6% | Added |
| Blair William & Co | 6,133 | $305.4K | 0.00% | +6,133 | New |
| HHM Wealth Advisors, LLC | 6,270 | $312.2K | 0.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,400 | $321.4K | 0.00% | +6,400 | New |
| Advisory Services Network, LLC | 9,290 | $329.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,671 | $332.2K | 0.01% | +219+3.4% | Added |
| US Bancorp | 6,864 | $341.8K | 0.00% | +153+2.3% | Added |
| Janney Montgomery Scott LLC | 6,924 | $345.0K | 0.00% | +13+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $348.6K | 0.10% | −249,130−97.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,500 | $373.5K | 0.00% | +7,500 | New |
| Verdence Capital Advisors LLC | 7,530 | $375.0K | 0.03% | +401+5.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,752 | $386.1K | 0.00% | +167+2.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $408.4K | 0.08% | +8,200 | New |
| Victory Capital Management Inc | 8,372 | $416.9K | 0.00% | −69−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $420.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,576 | $427.1K | 0.00% | +810+10.4% | Added |
| Commerce Bank | 8,925 | $444.5K | 0.00% | −290−3.1% | Reduced |
| Atria Investments LLC | 9,108 | $453.6K | 0.01% | −441−4.6% | Reduced |
| AQR Capital Management LLC | 9,208 | $458.6K | 0.00% | +9,208 | New |
| EntryPoint Capital, LLC | 9,457 | $471.0K | 0.27% | +8,270+696.7% | Added |
| HSBC Holdings PLC | 9,491 | $475.3K | 0.00% | +943+11.0% | Added |
| Pitcairn Co | 9,861 | $491.1K | 0.03% | −1,656−14.4% | Reduced |
| Creative Planning | 9,979 | $497.0K | 0.00% | +2,377+31.3% | Added |
| Lido Advisors, LLC | 10,000 | $498.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,037 | $499.9K | 0.00% | −39−0.4% | Reduced |
| Captrust Financial Advisors | 10,106 | $503.3K | 0.00% | −111−1.1% | Reduced |
| Truist Financial Corp | 10,724 | $534.1K | 0.00% | −135−1.2% | Reduced |
| Susquehanna International Group, LLP | 11,701 | $582.7K | 0.00% | +11,701 | New |
| GWM Advisors LLC | 11,725 | $583.9K | 0.00% | −950−7.5% | Reduced |
| ProShare Advisors LLC | 12,444 | $619.7K | 0.00% | +4,373+54.2% | Added |