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, Q4 2024
Institutional positions in Baldwin Insurance Group, Inc. as of Dec 31, 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
- 208
- −9 vs. Q3 2024
- Shares held
- 67.9M
- +2.70M (+4.1%) vs. Q3 2024
- Total value
- $2.63B
- −$614.2M (−18.9%) vs. Q3 2024
- New holders
- 28
- 83 more added
- Sold out
- 37
- 64 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,398,745 | $325.5M | 0.02% | −1,518,565−15.3% | Reduced |
| Vanguard Group Inc | 6,587,486 | $255.3M | 0.00% | +175,381+2.7% | Added |
| BlackRock, Inc. | 5,109,518 | $198.0M | 0.00% | +149,459+3.0% | Added |
| William Blair Investment Management, LLC | 4,907,589 | $190.2M | 0.46% | +2,197,648+81.1% | Added |
| Bamco Inc | 3,010,000 | $116.7M | 0.30% | 00.0% | Unchanged |
| Capital International Investors | 2,555,208 | $99.0M | 0.02% | +210,715+9.0% | Added |
| Macquarie Group Ltd | 2,445,875 | $94.8M | 0.12% | −130,738−5.1% | Reduced |
| Capital Research Global Investors | 2,259,342 | $87.6M | 0.02% | +2,259,342 | New |
| State Street Corp | 2,082,013 | $80.7M | 0.00% | +125,462+6.4% | Added |
| Champlain Investment Partners, LLC | 2,005,171 | $77.7M | 0.49% | −555,556−21.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,993,871 | $77.3M | 0.05% | +1,110,444+125.7% | Added |
| Westwood Holdings Group Inc. | 1,990,818 | $77.2M | 0.59% | +300,912+17.8% | Added |
| JPMorgan Chase & Co | 1,673,944 | $64.9M | 0.01% | +438,076+35.4% | Added |
| Geode Capital Management, LLC | 1,562,735 | $60.6M | 0.00% | +12,378+0.8% | Added |
| Loomis Sayles & Co L P | 1,141,544 | $44.2M | 0.06% | −136,633−10.7% | Reduced |
| Dimensional Fund Advisors LP | 1,127,200 | $43.7M | 0.01% | +19,049+1.7% | Added |
| Bank of New York Mellon Corp | 956,935 | $37.1M | 0.01% | +84,843+9.7% | Added |
| Royal Bank of Canada | 875,256 | $33.9M | 0.01% | −132,334−13.1% | Reduced |
| Emerald Advisers, LLC | 867,072 | $33.6M | 1.30% | −17,227−1.9% | Reduced |
| Westfield Capital Management Co LP | 847,494 | $32.8M | 0.14% | +129,030+18.0% | Added |
| Northern Trust Corp | 791,507 | $30.7M | 0.00% | +54,096+7.3% | Added |
| Bank of America Corp | 726,798 | $28.2M | 0.00% | +44,719+6.6% | Added |
| Venator Management LLC | 722,570 | $28.0M | 8.07% | −1,230−0.2% | Reduced |
| GW&K Investment Management, LLC | 644,574 | $25.0M | 0.21% | −13,676−2.1% | Reduced |
| Janus Henderson Group PLC | 571,058 | $22.1M | 0.01% | +37,817+7.1% | Added |
| Charles Schwab Investment Management Inc | 557,877 | $21.6M | 0.00% | +10,902+2.0% | Added |
| Boston Partners | 525,965 | $20.7M | 0.03% | +31,395+6.3% | Added |
| Aristotle Capital Boston, LLC | 521,256 | $20.2M | 0.75% | −747,769−58.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 514,838 | $20.0M | 1.21% | −138,795−21.2% | Reduced |
| Tributary Capital Management, LLC | 471,809 | $18.3M | 1.42% | −824−0.2% | Reduced |
| Confluence Investment Management LLC | 432,066 | $16.7M | 0.23% | −6,478−1.5% | Reduced |
| Balyasny Asset Management LLC | 420,168 | $16.3M | 0.04% | +212,511+102.3% | Added |
| Peregrine Capital Management LLC | 416,576 | $16.1M | 0.48% | −105,770−20.2% | Reduced |
| State of Wisconsin Investment Board | 369,122 | $14.3M | 0.04% | +31,130+9.2% | Added |
| Goldman Sachs Group Inc | 366,543 | $14.2M | 0.00% | +81,569+28.6% | Added |
| Kennedy Capital Management, Inc. | 352,621 | $13.7M | 0.30% | −74,653−17.5% | Reduced |
| SEI Investments Co | 331,957 | $12.9M | 0.02% | −173,557−34.3% | Reduced |
| Point72 Asset Management, L.P. | 317,273 | $12.3M | 0.03% | +317,273 | New |
| Granite Investment Partners, LLC | 297,367 | $11.5M | 0.50% | −6,643−2.2% | Reduced |
| Morgan Stanley | 290,634 | $11.3M | 0.00% | −8,673−2.9% | Reduced |
| Nuveen Asset Management, LLC | 267,836 | $10.4M | 0.00% | −305,502−53.3% | Reduced |
| UBS Group AG | 266,643 | $10.3M | 0.00% | +117,094+78.3% | Added |
| Kornitzer Capital Management Inc | 240,539 | $9.32M | 0.18% | −25,111−9.5% | Reduced |
| Standard Life Aberdeen plc | 239,000 | $9.26M | 0.02% | +239,000 | New |
| Nicholas Company, Inc. | 184,940 | $7.17M | 0.12% | −120−0.1% | Reduced |
| MAI Capital Management | 179,661 | $6.96M | 0.05% | +51,971+40.7% | Added |
| UBS Asset Management Americas Inc | 177,875 | $6.89M | 0.00% | +32,688+22.5% | Added |
| Swiss National Bank | 131,200 | $5.09M | 0.00% | +2,000+1.5% | Added |
| Rockefeller Capital Management L.P. | 129,883 | $5.03M | 0.01% | −738−0.6% | Reduced |
| Otter Creek Advisors, LLC | 127,753 | $4.95M | 3.41% | −10,522−7.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 126,933 | $4.92M | 0.01% | −5,027−3.8% | Reduced |
| First Trust Advisors LP | 122,727 | $4.76M | 0.00% | −15,008−10.9% | Reduced |
| Barclays PLC | 119,682 | $4.64M | 0.00% | +10,604+9.7% | Added |
| Pathway Financial Advisors LLC | 115,289 | $4.47M | 1.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 108,824 | $4.22M | 0.00% | +220+0.2% | Added |
| Freestone Grove Partners LP | 101,376 | $3.93M | 0.05% | +101,376 | New |
| D. E. Shaw & Co., Inc. | 99,562 | $3.86M | 0.00% | +99,562 | New |
| Rhumbline Advisers | 89,682 | $3.48M | 0.00% | +2,251+2.6% | Added |
| Public Employees Retirement System of Ohio | 86,512 | $3.35M | 0.01% | +13,340+18.2% | Added |
| Alliancebernstein L.P. | 82,208 | $3.19M | 0.00% | +10,908+15.3% | Added |
| Madison Asset Management, LLC | 81,541 | $3.16M | 0.04% | +7,390+10.0% | Added |
| Madison Investment Advisors, LLC | 81,541 | $3.16M | 0.04% | +81,541 | New |
| Wells Fargo & Company | 75,784 | $2.94M | 0.00% | +6,459+9.3% | Added |
| Legal & General Group Plc | 72,093 | $2.79M | 0.00% | +3,444+5.0% | Added |
| LPL Financial LLC | 67,046 | $2.73M | 0.00% | +11,488+20.7% | Added |
| American Century Companies Inc | 68,223 | $2.64M | 0.00% | +37,043+118.8% | Added |
| HB Wealth Management, LLC | 63,667 | $2.47M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 62,922 | $2.44M | 0.00% | −22,366−26.2% | Reduced |
| California State Teachers Retirement System | 62,408 | $2.42M | 0.00% | −139−0.2% | Reduced |
| Invesco Ltd. | 62,267 | $2.41M | 0.00% | −83,196−57.2% | Reduced |
| Principal Financial Group Inc | 59,859 | $2.32M | 0.00% | −13,373−18.3% | Reduced |
| Deutsche Bank AG | 59,381 | $2.30M | 0.00% | +19,760+49.9% | Added |
| Comerica Bank | 59,349 | $2.30M | 0.01% | +2,970+5.3% | Added |
| Citigroup Inc | 56,732 | $2.20M | 0.00% | +9,220+19.4% | Added |
| Baird Financial Group, Inc. | 55,831 | $2.16M | 0.00% | −95−0.2% | Reduced |
| Millennium Management LLC | 53,980 | $2.09M | 0.00% | +53,980 | New |
| Van Hulzen Asset Management, LLC | 53,881 | $2.09M | 0.15% | −24,872−31.6% | Reduced |
| Squarepoint Ops LLC | 53,700 | $2.08M | 0.01% | +36,307+208.7% | Added |
| Zions Bancorporation, N.A. | 52,983 | $2.05M | 0.13% | +8,732+19.7% | Added |
| Harbor Capital Advisors, Inc. | 51,607 | $2.00M | 0.09% | +737+1.4% | Added |
| Oliver Luxxe Assets LLC | 39,960 | $1.99M | 0.36% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 49,373 | $1.91M | 0.00% | −272,101−84.6% | Reduced |
| New York State Common Retirement Fund | 49,247 | $1.91M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 47,471 | $1.84M | 0.01% | +3,066+6.9% | Added |
| Renaissance Technologies LLC | 46,600 | $1.81M | 0.00% | +5,800+14.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 46,463 | $1.80M | 0.02% | +46,463 | New |
| MetLife Investment Management | 40,177 | $1.56M | 0.01% | +2,183+5.7% | Added |
| TD Asset Management Inc | 39,954 | $1.55M | 0.00% | +33,554+524.3% | Added |
| Two Sigma Investments, LP | 39,456 | $1.53M | 0.00% | −819−2.0% | Reduced |
| Raymond James Financial Inc | 39,021 | $1.51M | 0.00% | +39,021 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 37,857 | $1.47M | 0.00% | +1,812+5.0% | Added |
| Quantbot Technologies LP | 37,111 | $1.44M | 0.05% | +36,143+3,733.8% | Added |
| Manufacturers Life Insurance Company, The | 35,507 | $1.38M | 0.00% | +525+1.5% | Added |
| CI Private Wealth, LLC | 35,448 | $1.37M | 0.00% | +35,448 | New |
| King Luther Capital Management Corp | 34,683 | $1.34M | 0.01% | +7,793+29.0% | Added |
| Select Equity Group, L.P. | 33,741 | $1.31M | 0.01% | −19,690−36.9% | Reduced |
| Corebridge Financial, Inc. | 33,138 | $1.28M | 0.01% | −2,075−5.9% | Reduced |
| Bessemer Group Inc | 31,580 | $1.22M | 0.00% | −7,095−18.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,033 | $1.20M | 0.00% | −10.0% | Reduced |
| Laird Norton Trust Company, LLC | 30,780 | $1.19M | 0.16% | 00.0% | Unchanged |