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.
Q4 2024 vs. Q3 2024
How the institutions holding Baldwin Insurance Group, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 219 | 2 | 208 | −9 |
| Shares | 65.2M | 85.9K | 67.9M | +2.70M (+4.1%) |
| Value | $3.25B | $4.28M | $2.63B | −$614.2M (−18.9%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (28)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
Sold out (37)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
Not filed for Q4 2024 yet (2)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 70,471 | $3.51M |
| Raymond James & Associates | 15,476 | $770.7K |