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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $426 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 14 | $538 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $620 | 0.00% | +3+23.1% | Added |
| Smartleaf Asset Management LLC | 18 | $690 | 0.00% | +18 | New |
| Amundi | 20 | $729 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 24 | $930 | 0.00% | +12+100.0% | Added |
| Proequities, Inc. | 32 | $1.33K | 0.00% | +1+3.2% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $1.40K | 0.00% | +36 | New |
| Allworth Financial LP | 35 | $1.46K | 0.00% | +4+12.9% | Added |
| Quarry LP | 41 | $1.59K | 0.00% | +41 | New |
| Rothschild Investment LLC | 55 | $2.13K | 0.00% | −5−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 56 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 68 | $2.64K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $2.79K | 0.00% | −28−28.0% | Reduced |
| Eagle Bay Advisors LLC | 74 | $2.87K | 0.00% | −86−53.8% | Reduced |
| Parallel Advisors, LLC | 74 | $2.87K | 0.00% | −14−15.9% | Reduced |
| Lindbrook Capital, LLC | 81 | $3.14K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $3.84K | 0.00% | −12−13.8% | Reduced |
| Signaturefd, LLC | 102 | $3.95K | 0.00% | −627−86.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 144 | $5.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $6.78K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $6.86K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 179 | $6.94K | 0.00% | −47−20.8% | Reduced |
| TCTC Holdings, LLC | 189 | $7.33K | 0.00% | +189 | New |
| CWM, LLC | 253 | $10.0K | 0.00% | +11+4.5% | Added |
| Simplex Trading, LLC | 298 | $11.0K | 0.00% | +298 | New |
| J.Safra Asset Management Corp | 316 | $12.1K | 0.00% | +316 | New |
| Umb Bank N A | 464 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $19.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 580 | $22.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 632 | $24.5K | 0.00% | −13,510−95.5% | Reduced |
| ZRC Wealth Management, LLC | 834 | $32.3K | 0.01% | +162+24.1% | Added |
| Nisa Investment Advisors, LLC | 850 | $32.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 933 | $36.1K | 0.00% | −100−9.7% | Reduced |
| Assetmark, Inc | 970 | $37.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,095 | $42.4K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,142 | $44.0K | 0.00% | −19,639−94.5% | Reduced |
| Group One Trading, L.P. | 1,334 | $51.7K | 0.00% | −3,535−72.6% | Reduced |
| First Horizon Advisors, Inc. | 1,415 | $54.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,520 | $58.9K | 0.01% | +195+14.7% | Added |
| Johnson Financial Group, Inc. | 1,528 | $62.6K | 0.00% | +1,398+1,075.4% | Added |
| Venturi Wealth Management, LLC | 1,700 | $65.9K | 0.00% | +1,700 | New |
| STRS Ohio | 1,900 | $73.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,944 | $75.3K | 0.01% | +294+17.8% | Added |
| Amalgamated Bank | 2,080 | $81.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,126 | $82.4K | 0.01% | −710−25.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,199 | $85.2K | 0.00% | +1,623+281.8% | Added |
| KBC Group NV | 3,279 | $127.0K | 0.00% | +1,487+83.0% | Added |
| Flagship Harbor Advisors, LLC | 5,160 | $200.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,600 | $202.1K | 0.00% | −1,427−23.7% | Reduced |
| Cetera Trust Company, N.A | 5,470 | $212.0K | 0.14% | +25+0.5% | Added |
| Verdence Capital Advisors LLC | 5,541 | $214.8K | 0.02% | −1,989−26.4% | Reduced |
| Defined Financial Planning LLC | 5,915 | $229.3K | 0.24% | +5,915 | New |
| CIBC World Markets Corp | 6,237 | $241.7K | 0.00% | +6,237 | New |
| HHM Wealth Advisors, LLC | 6,270 | $243.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,887 | $266.9K | 0.00% | +23+0.3% | Added |
| Janney Montgomery Scott LLC | 6,944 | $269.0K | 0.00% | +20+0.3% | Added |
| Altfest L J & Co Inc | 6,943 | $269.1K | 0.03% | +1,456+26.5% | Added |
| Ameritas Investment Partners, Inc. | 6,973 | $270.3K | 0.01% | +302+4.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $271.3K | 0.08% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,640 | $296.1K | 0.00% | −112−1.4% | Reduced |
| Brown Advisory Inc | 7,665 | $297.1K | 0.00% | +7,665 | New |
| Creative Planning | 8,097 | $313.8K | 0.00% | −1,882−18.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $317.8K | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,281 | $321.0K | 0.00% | −91−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $327.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,576 | $332.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,650 | $335.3K | 0.00% | −1,456−14.4% | Reduced |
| Commerce Bank | 8,840 | $342.6K | 0.00% | −85−1.0% | Reduced |
| Ameriprise Financial Inc | 9,756 | $378.1K | 0.00% | +9,756 | New |
| Trust Point Inc. | 9,981 | $386.9K | 0.03% | −9,798−49.5% | Reduced |
| Pitcairn Co | 9,997 | $387.5K | 0.02% | +136+1.4% | Added |
| Lido Advisors, LLC | 10,045 | $389.3K | 0.00% | +45+0.4% | Added |
| SG Americas Securities, LLC | 10,195 | $395.0K | 0.00% | −8,046−44.1% | Reduced |
| Truist Financial Corp | 10,234 | $396.7K | 0.00% | −490−4.6% | Reduced |
| GWM Advisors LLC | 10,375 | $402.1K | 0.00% | −1,350−11.5% | Reduced |
| AQR Capital Management LLC | 12,199 | $472.8K | 0.00% | +2,991+32.5% | Added |
| The PNC Financial Services Group, Inc. | 12,325 | $477.7K | 0.00% | −437−3.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,540 | $486.1K | 0.00% | +5,040+67.2% | Added |
| First National Bank of Omaha | 12,666 | $490.9K | 0.03% | −1,234−8.9% | Reduced |
| KLP Kapitalforvaltning AS | 13,200 | $511.6K | 0.00% | +13,200 | New |
| Mariner, LLC | 13,229 | $512.8K | 0.00% | +3,192+31.8% | Added |
| Advisory Services Network, LLC | 13,355 | $517.6K | 0.01% | +4,065+43.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,460 | $522.0K | 0.08% | +13,460 | New |
| Police & Firemen's Retirement System of New Jersey | 14,020 | $543.4K | 0.01% | +14,020 | New |
| ExodusPoint Capital Management, LP | 14,023 | $544.0K | 0.01% | +14,023 | New |
| Handelsbanken Fonder AB | 14,700 | $570.0K | 0.00% | +2,200+17.6% | Added |
| Cornerstone Wealth Group, LLC | 16,710 | $647.7K | 0.05% | +10+0.1% | Added |
| Toth Financial Advisory Corp | 16,785 | $650.6K | 0.08% | +770+4.8% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $666.6K | 0.00% | 00.0% | Unchanged |
| New World Advisors LLC | 18,295 | $709.1K | 0.17% | +3,338+22.3% | Added |
| Great West Life Assurance Co | 18,427 | $713.0K | 0.00% | +2,472+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,439 | $714.7K | 0.00% | +3,147+20.6% | Added |
| ProShare Advisors LLC | 18,771 | $727.6K | 0.00% | +6,327+50.8% | Added |
| Arizona State Retirement System | 19,366 | $750.6K | 0.00% | +321+1.7% | Added |
| Voya Investment Management LLC | 19,818 | $768.1K | 0.00% | −1,677−7.8% | Reduced |
| Diversified Trust Co | 20,336 | $788.2K | 0.02% | −4,864−19.3% | Reduced |