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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 89 | $4.43K | 0.00% | +89 | New |
| Principal Securities, Inc. | 88 | $4.38K | 0.00% | −1−1.1% | Reduced |
| Parallel Advisors, LLC | 88 | $4.38K | 0.00% | +14+18.9% | Added |
| IFP Advisors, Inc | 87 | $4.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $4.03K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $3.73K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 68 | $3.39K | 0.00% | +68 | New |
| Rothschild Investment LLC | 60 | $2.99K | 0.00% | +35+140.0% | Added |
| SRS Capital Advisors, Inc. | 56 | $2.79K | 0.00% | −11−16.4% | Reduced |
| Allworth Financial LP | 31 | $1.54K | 0.00% | +15+93.8% | Added |
| Proequities, Inc. | 31 | $1.54K | 0.00% | −2−6.1% | Reduced |
| Quest Partners LLC | 25 | $1.25K | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 20 | $996 | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 14 | $698 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $647 | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 12 | $598 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6 | $299 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −168,619−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −121,150−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −79,212−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −68,714−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −37,448−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,688−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,949−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,022−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |