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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 19,779 | $985.0K | 0.07% | +31+0.2% | Added |
| Private Advisory Group LLC | 19,050 | $948.7K | 0.12% | +19,050 | New |
| Arizona State Retirement System | 19,045 | $948.4K | 0.01% | +922+5.1% | Added |
| SG Americas Securities, LLC | 18,241 | $908.0K | 0.00% | +18,241 | New |
| Oppenheimer & Co Inc | 17,419 | $867.5K | 0.01% | +17,419 | New |
| Squarepoint Ops LLC | 17,393 | $866.2K | 0.00% | −7,823−31.0% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $856.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 16,700 | $831.7K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 16,015 | $797.5K | 0.09% | 00.0% | Unchanged |
| Great West Life Assurance Co | 15,955 | $796.0K | 0.00% | +2,328+17.1% | Added |
| Intech Investment Management LLC | 15,603 | $777.0K | 0.01% | +15,603 | New |
| Raymond James & Associates | 15,476 | $770.7K | 0.00% | −11,492−42.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,292 | $761.5K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 14,957 | $744.9K | 0.19% | +14,957 | New |
| Advisor Group Holdings, Inc. | 14,142 | $704.1K | 0.00% | +13,860+4,914.9% | Added |
| First National Bank of Omaha | 13,900 | $692.2K | 0.04% | −483−3.4% | Reduced |
| Systematic Financial Management LP | 13,559 | $675.2K | 0.02% | +13,559 | New |
| The PNC Financial Services Group, Inc. | 12,762 | $635.5K | 0.00% | +4,638+57.1% | Added |
| Handelsbanken Fonder AB | 12,500 | $622.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,444 | $619.7K | 0.00% | +4,373+54.2% | Added |
| GWM Advisors LLC | 11,725 | $583.9K | 0.00% | −950−7.5% | Reduced |
| Susquehanna International Group, LLP | 11,701 | $582.7K | 0.00% | +11,701 | New |
| Truist Financial Corp | 10,724 | $534.1K | 0.00% | −135−1.2% | Reduced |
| Captrust Financial Advisors | 10,106 | $503.3K | 0.00% | −111−1.1% | Reduced |
| Mariner, LLC | 10,037 | $499.9K | 0.00% | −39−0.4% | Reduced |
| Lido Advisors, LLC | 10,000 | $498.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 9,979 | $497.0K | 0.00% | +2,377+31.3% | Added |
| Pitcairn Co | 9,861 | $491.1K | 0.03% | −1,656−14.4% | Reduced |
| HSBC Holdings PLC | 9,491 | $475.3K | 0.00% | +943+11.0% | Added |
| EntryPoint Capital, LLC | 9,457 | $471.0K | 0.27% | +8,270+696.7% | Added |
| AQR Capital Management LLC | 9,208 | $458.6K | 0.00% | +9,208 | New |
| Atria Investments LLC | 9,108 | $453.6K | 0.01% | −441−4.6% | Reduced |
| Commerce Bank | 8,925 | $444.5K | 0.00% | −290−3.1% | Reduced |
| Pictet Asset Management Holding SA | 8,576 | $427.1K | 0.00% | +810+10.4% | Added |
| Public Employees Retirement Association of Colorado | 8,429 | $420.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,372 | $416.9K | 0.00% | −69−0.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $408.4K | 0.08% | +8,200 | New |
| Envestnet Portfolio Solutions, Inc. | 7,752 | $386.1K | 0.00% | +167+2.2% | Added |
| Verdence Capital Advisors LLC | 7,530 | $375.0K | 0.03% | +401+5.6% | Added |
| Schonfeld Strategic Advisors LLC | 7,500 | $373.5K | 0.00% | +7,500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $348.6K | 0.10% | −249,130−97.3% | Reduced |
| Janney Montgomery Scott LLC | 6,924 | $345.0K | 0.00% | +13+0.2% | Added |
| US Bancorp | 6,864 | $341.8K | 0.00% | +153+2.3% | Added |
| Ameritas Investment Partners, Inc. | 6,671 | $332.2K | 0.01% | +219+3.4% | Added |
| Advisory Services Network, LLC | 9,290 | $329.5K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,400 | $321.4K | 0.00% | +6,400 | New |
| HHM Wealth Advisors, LLC | 6,270 | $312.2K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 6,133 | $305.4K | 0.00% | +6,133 | New |
| Prudential Financial Inc | 6,027 | $300.1K | 0.00% | +35+0.6% | Added |
| Wedbush Securities Inc | 5,531 | $275.0K | 0.01% | −2,975−35.0% | Reduced |
| Red Door Wealth Management, LLC | 5,500 | $273.9K | 0.05% | +5,500 | New |
| Altfest L J & Co Inc | 5,487 | $273.0K | 0.04% | −996−15.4% | Reduced |
| Cetera Trust Company, N.A | 5,445 | $271.2K | 0.17% | 00.0% | Unchanged |
| Caxton Associates LP | 5,429 | $270.4K | 0.01% | +5,429 | New |
| Peapack Gladstone Financial Corp | 5,289 | $263.0K | 0.00% | +5,289 | New |
| Flagship Harbor Advisors, LLC | 5,160 | $257.0K | 0.01% | +5,160 | New |
| Moody National Bank Trust Division | 5,040 | $251.0K | 0.03% | −2,380−32.1% | Reduced |
| Black Swift Group, LLC | 5,000 | $249.0K | 0.05% | +5,000 | New |
| Group One Trading, L.P. | 4,869 | $242.5K | 0.01% | +4,869 | New |
| Heritage Family Offices, LLP | 4,850 | $241.5K | 0.12% | +4,850 | New |
| Warren Averett Asset Management, LLC | 4,757 | $236.9K | 0.00% | +4,757 | New |
| Smith Chas P & Associates Pa Cpas | 4,548 | $226.5K | 0.01% | +4,548 | New |
| Core Wealth Advisors, Inc. | 4,509 | $224.5K | 0.07% | +4,509 | New |
| ZWJ Investment Counsel Inc | 4,464 | $222.3K | 0.01% | +4,464 | New |
| Cyndeo Wealth Partners, LLC | 4,414 | $219.8K | 0.02% | +4,414 | New |
| Xponance, Inc. | 4,365 | $217.4K | 0.00% | +4,365 | New |
| Mackenzie Financial Corp | 4,311 | $214.7K | 0.00% | +4,311 | New |
| O'Shaughnessy Asset Management, LLC | 3,940 | $205.9K | 0.00% | +3,940 | New |
| HighTower Advisors, LLC | 4,007 | $202.0K | 0.00% | +4,007 | New |
| State of Wyoming | 2,836 | $141.2K | 0.02% | −1,193−29.6% | Reduced |
| Acadian Asset Management LLC | 2,624 | $130.0K | 0.00% | +2,624 | New |
| Aquatic Capital Management LLC | 2,300 | $114.5K | 0.00% | −2,600−53.1% | Reduced |
| Amalgamated Bank | 2,080 | $104.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,900 | $94.6K | 0.00% | +1,900 | New |
| KBC Group NV | 1,792 | $89.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,650 | $73.2K | 0.01% | −2,827−63.1% | Reduced |
| First Horizon Advisors, Inc. | 1,415 | $70.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,325 | $66.0K | 0.01% | +51+4.0% | Added |
| Jones Financial Companies LLLP | 1,095 | $55.0K | 0.00% | +1,000+1,052.6% | Added |
| TD Waterhouse Canada Inc. | 1,033 | $50.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 970 | $48.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 968 | $48.2K | 0.00% | +968 | New |
| Nisa Investment Advisors, LLC | 850 | $42.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 729 | $36.3K | 0.00% | −1,373−65.3% | Reduced |
| ZRC Wealth Management, LLC | 672 | $33.5K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 600 | $29.9K | 0.00% | +600 | New |
| Atwood & Palmer Inc | 580 | $28.9K | 0.00% | −50−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 576 | $28.7K | 0.00% | −8,666−93.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 464 | $23.1K | 0.00% | −101−17.9% | Reduced |
| CWM, LLC | 242 | $12.0K | 0.00% | +51+26.7% | Added |
| GAMMA Investing LLC | 226 | $11.3K | 0.00% | +88+63.8% | Added |
| Ronald Blue Trust, Inc. | 283 | $10.0K | 0.00% | +231+444.2% | Added |
| Quadrant Capital Group LLC | 177 | $8.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $8.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 160 | $7.97K | 0.00% | −103−39.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 144 | $7.17K | 0.00% | −37−20.4% | Reduced |
| Johnson Financial Group, Inc. | 130 | $6.47K | 0.00% | +130 | 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 |