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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 12,500 | $622.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,762 | $635.5K | 0.00% | +4,638+57.1% | Added |
| Systematic Financial Management LP | 13,559 | $675.2K | 0.02% | +13,559 | New |
| First National Bank of Omaha | 13,900 | $692.2K | 0.04% | −483−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 14,142 | $704.1K | 0.00% | +13,860+4,914.9% | Added |
| New World Advisors LLC | 14,957 | $744.9K | 0.19% | +14,957 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,292 | $761.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 15,476 | $770.7K | 0.00% | −11,492−42.6% | Reduced |
| Intech Investment Management LLC | 15,603 | $777.0K | 0.01% | +15,603 | New |
| Great West Life Assurance Co | 15,955 | $796.0K | 0.00% | +2,328+17.1% | Added |
| Toth Financial Advisory Corp | 16,015 | $797.5K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 16,700 | $831.7K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 17,199 | $856.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,393 | $866.2K | 0.00% | −7,823−31.0% | Reduced |
| Oppenheimer & Co Inc | 17,419 | $867.5K | 0.01% | +17,419 | New |
| SG Americas Securities, LLC | 18,241 | $908.0K | 0.00% | +18,241 | New |
| Arizona State Retirement System | 19,045 | $948.4K | 0.01% | +922+5.1% | Added |
| Private Advisory Group LLC | 19,050 | $948.7K | 0.12% | +19,050 | New |
| Trust Point Inc. | 19,779 | $985.0K | 0.07% | +31+0.2% | Added |
| Premier Fund Managers Ltd | 20,781 | $1.04M | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 21,028 | $1.05M | 0.04% | −4,539−17.8% | Reduced |
| Voya Investment Management LLC | 21,495 | $1.07M | 0.00% | −532−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,871 | $1.09M | 0.01% | +21,871 | New |
| Diversified Trust Co | 25,200 | $1.25M | 0.03% | −12,600−33.3% | Reduced |
| King Luther Capital Management Corp | 26,890 | $1.34M | 0.01% | +26,890 | New |
| Ensign Peak Advisors, Inc | 27,198 | $1.35M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 30,264 | $1.51M | 0.00% | +1,281+4.4% | Added |
| Laird Norton Trust Company, LLC | 30,780 | $1.53M | 0.20% | +30,780 | New |
| Cambridge Investment Research Advisors, Inc. | 31,034 | $1.54M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 31,180 | $1.55M | 0.00% | +31,180 | New |
| Manufacturers Life Insurance Company, The | 34,982 | $1.74M | 0.00% | −735−2.1% | Reduced |
| Corebridge Financial, Inc. | 35,213 | $1.75M | 0.01% | −218−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,045 | $1.80M | 0.00% | +5,132+16.6% | Added |
| MetLife Investment Management | 37,994 | $1.89M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 38,675 | $1.93M | 0.00% | −18,085−31.9% | Reduced |
| Penserra Capital Management LLC | 39,491 | $1.97M | 0.04% | −11,088−21.9% | Reduced |
| Deutsche Bank AG | 39,621 | $1.97M | 0.00% | +11,039+38.6% | Added |
| Oliver Luxxe Assets LLC | 39,960 | $1.99M | 0.36% | +17,914+81.3% | Added |
| Two Sigma Investments, LP | 40,275 | $2.01M | 0.00% | −5,663−12.3% | Reduced |
| Renaissance Technologies LLC | 40,800 | $2.03M | 0.00% | +6,800+20.0% | Added |
| Zions Bancorporation, N.A. | 44,251 | $2.20M | 0.16% | +6,866+18.4% | Added |
| State of New Jersey Common Pension Fund D | 44,405 | $2.21M | 0.01% | −9,039−16.9% | Reduced |
| Jane Street Group, LLC | 46,053 | $2.29M | 0.00% | −68,217−59.7% | Reduced |
| Citigroup Inc | 47,512 | $2.37M | 0.00% | +33,184+231.6% | Added |
| New York State Common Retirement Fund | 49,247 | $2.45M | 0.00% | −7,400−13.1% | Reduced |
| Harbor Capital Advisors, Inc. | 50,870 | $2.53M | 0.11% | +50,870 | New |
| Select Equity Group, L.P. | 53,431 | $2.66M | 0.01% | +23,969+81.4% | Added |
| LPL Financial LLC | 55,558 | $2.77M | 0.00% | +6,732+13.8% | Added |
| Baird Financial Group, Inc. | 55,926 | $2.79M | 0.01% | +55,926 | New |
| Comerica Bank | 56,379 | $2.81M | 0.01% | +51,589+1,077.0% | Added |
| California State Teachers Retirement System | 62,547 | $3.11M | 0.00% | −691−1.1% | Reduced |
| HB Wealth Management, LLC | 63,667 | $3.17M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 68,649 | $3.42M | 0.00% | +2,539+3.8% | Added |
| Wells Fargo & Company | 69,325 | $3.45M | 0.00% | +1,537+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,471 | $3.51M | 0.00% | +64,145+1,014.0% | Added |
| Alliancebernstein L.P. | 71,300 | $3.55M | 0.00% | −3,140−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 73,172 | $3.64M | 0.02% | −22,290−23.3% | Reduced |
| Principal Financial Group Inc | 73,232 | $3.65M | 0.00% | +21,174+40.7% | Added |
| Madison Asset Management, LLC | 74,151 | $3.69M | 0.04% | −11,706−13.6% | Reduced |
| Van Hulzen Asset Management, LLC | 78,753 | $3.92M | 0.28% | +756+1.0% | Added |
| EAM Investors, LLC | 83,763 | $4.17M | 0.62% | +83,763 | New |
| Russell Investments Group, Ltd. | 85,288 | $4.25M | 0.01% | +85,234+157,840.7% | Added |
| Rhumbline Advisers | 87,431 | $4.35M | 0.00% | −2,896−3.2% | Reduced |
| Envestnet Asset Management Inc | 108,604 | $5.41M | 0.00% | −7,388−6.4% | Reduced |
| Barclays PLC | 109,078 | $5.43M | 0.00% | +15,731+16.9% | Added |
| Pathway Financial Advisors LLC | 115,289 | $5.74M | 1.47% | −12,034−9.5% | Reduced |
| MAI Capital Management | 127,690 | $6.36M | 0.06% | −10,500−7.6% | Reduced |
| Swiss National Bank | 129,200 | $6.43M | 0.00% | +1,900+1.5% | Added |
| Rockefeller Capital Management L.P. | 130,621 | $6.50M | 0.02% | −36,742−22.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 131,960 | $6.57M | 0.01% | −14,005−9.6% | Reduced |
| First Trust Advisors LP | 137,735 | $6.86M | 0.01% | +3,572+2.7% | Added |
| Otter Creek Advisors, LLC | 138,275 | $6.89M | 4.37% | −48,340−25.9% | Reduced |
| UBS Asset Management Americas Inc | 145,187 | $7.23M | 0.00% | +7,040+5.1% | Added |
| Invesco Ltd. | 145,463 | $7.24M | 0.00% | +96,330+196.1% | Added |
| UBS Group AG | 149,549 | $7.45M | 0.00% | +11,788+8.6% | Added |
| Nicholas Company, Inc. | 185,060 | $9.22M | 0.15% | −38,870−17.4% | Reduced |
| Balyasny Asset Management LLC | 207,657 | $10.3M | 0.03% | +105,473+103.2% | Added |
| Kornitzer Capital Management Inc | 265,650 | $13.2M | 0.24% | −145,640−35.4% | Reduced |
| Goldman Sachs Group Inc | 284,974 | $14.2M | 0.00% | +62,614+28.2% | Added |
| Morgan Stanley | 299,307 | $14.9M | 0.00% | +96,208+47.4% | Added |
| Granite Investment Partners, LLC | 304,010 | $15.1M | 0.65% | −24,284−7.4% | Reduced |
| Price T Rowe Associates Inc | 321,474 | $16.0M | 0.00% | −441,630−57.9% | Reduced |
| State of Wisconsin Investment Board | 337,992 | $16.8M | 0.04% | −65,320−16.2% | Reduced |
| Kennedy Capital Management, Inc. | 427,274 | $21.3M | 0.47% | −101,462−19.2% | Reduced |
| Confluence Investment Management LLC | 438,544 | $21.8M | 0.29% | +92,755+26.8% | Added |
| Tributary Capital Management, LLC | 472,633 | $23.5M | 1.83% | −2,344−0.5% | Reduced |
| Boston Partners | 494,570 | $25.0M | 0.03% | −25,657−4.9% | Reduced |
| SEI Investments Co | 505,514 | $25.2M | 0.03% | −27,835−5.2% | Reduced |
| Peregrine Capital Management LLC | 522,346 | $26.0M | 0.79% | −187,277−26.4% | Reduced |
| Janus Henderson Group PLC | 533,241 | $26.6M | 0.01% | −314−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 546,975 | $27.2M | 0.01% | +11,523+2.2% | Added |
| Nuveen Asset Management, LLC | 573,338 | $28.6M | 0.01% | −1,006−0.2% | Reduced |
| Lord, Abbett & Co. LLC | 591,317 | $29.4M | 0.09% | +591,317 | New |
| Emerald Mutual Fund Advisers Trust | 653,633 | $32.6M | 1.69% | −81,784−11.1% | Reduced |
| GW&K Investment Management, LLC | 658,250 | $32.8M | 0.28% | −28,278−4.1% | Reduced |
| Bank of America Corp | 682,079 | $34.0M | 0.00% | +51,280+8.1% | Added |
| Westfield Capital Management Co LP | 718,464 | $35.8M | 0.16% | +718,464 | New |
| Venator Management LLC | 723,800 | $36.0M | 10.44% | −27,100−3.6% | Reduced |
| Northern Trust Corp | 737,411 | $36.7M | 0.01% | +60,323+8.9% | Added |
| Bank of New York Mellon Corp | 872,092 | $43.4M | 0.01% | −164,516−15.9% | Reduced |