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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 21,028 | $815.0K | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 22,272 | $863.0K | 0.00% | −7,992−26.4% | Reduced |
| Aquatic Capital Management LLC | 22,543 | $873.8K | 0.02% | +20,243+880.1% | Added |
| Verition Fund Management LLC | 24,461 | $948.1K | 0.00% | +24,461 | New |
| Red Door Wealth Management, LLC | 27,000 | $1.05M | 0.16% | +21,500+390.9% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $1.05M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 28,420 | $1.10M | 0.01% | +12,817+82.1% | Added |
| Susquehanna International Group, LLP | 28,881 | $1.12M | 0.00% | +17,180+146.8% | Added |
| Laird Norton Trust Company, LLC | 30,780 | $1.19M | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,033 | $1.20M | 0.00% | −10.0% | Reduced |
| Bessemer Group Inc | 31,580 | $1.22M | 0.00% | −7,095−18.3% | Reduced |
| Corebridge Financial, Inc. | 33,138 | $1.28M | 0.01% | −2,075−5.9% | Reduced |
| Select Equity Group, L.P. | 33,741 | $1.31M | 0.01% | −19,690−36.9% | Reduced |
| King Luther Capital Management Corp | 34,683 | $1.34M | 0.01% | +7,793+29.0% | Added |
| CI Private Wealth, LLC | 35,448 | $1.37M | 0.00% | +35,448 | New |
| Manufacturers Life Insurance Company, The | 35,507 | $1.38M | 0.00% | +525+1.5% | Added |
| Quantbot Technologies LP | 37,111 | $1.44M | 0.05% | +36,143+3,733.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,857 | $1.47M | 0.00% | +1,812+5.0% | Added |
| Raymond James Financial Inc | 39,021 | $1.51M | 0.00% | +39,021 | New |
| Two Sigma Investments, LP | 39,456 | $1.53M | 0.00% | −819−2.0% | Reduced |
| TD Asset Management Inc | 39,954 | $1.55M | 0.00% | +33,554+524.3% | Added |
| MetLife Investment Management | 40,177 | $1.56M | 0.01% | +2,183+5.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 46,463 | $1.80M | 0.02% | +46,463 | New |
| Renaissance Technologies LLC | 46,600 | $1.81M | 0.00% | +5,800+14.2% | Added |
| State of New Jersey Common Pension Fund D | 47,471 | $1.84M | 0.01% | +3,066+6.9% | Added |
| New York State Common Retirement Fund | 49,247 | $1.91M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 49,373 | $1.91M | 0.00% | −272,101−84.6% | Reduced |
| Oliver Luxxe Assets LLC | 39,960 | $1.99M | 0.36% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 51,607 | $2.00M | 0.09% | +737+1.4% | Added |
| Zions Bancorporation, N.A. | 52,983 | $2.05M | 0.13% | +8,732+19.7% | Added |
| Squarepoint Ops LLC | 53,700 | $2.08M | 0.01% | +36,307+208.7% | Added |
| Van Hulzen Asset Management, LLC | 53,881 | $2.09M | 0.15% | −24,872−31.6% | Reduced |
| Millennium Management LLC | 53,980 | $2.09M | 0.00% | +53,980 | New |
| Baird Financial Group, Inc. | 55,831 | $2.16M | 0.00% | −95−0.2% | Reduced |
| Citigroup Inc | 56,732 | $2.20M | 0.00% | +9,220+19.4% | Added |
| Comerica Bank | 59,349 | $2.30M | 0.01% | +2,970+5.3% | Added |
| Deutsche Bank AG | 59,381 | $2.30M | 0.00% | +19,760+49.9% | Added |
| Principal Financial Group Inc | 59,859 | $2.32M | 0.00% | −13,373−18.3% | Reduced |
| Invesco Ltd. | 62,267 | $2.41M | 0.00% | −83,196−57.2% | Reduced |
| California State Teachers Retirement System | 62,408 | $2.42M | 0.00% | −139−0.2% | Reduced |
| Russell Investments Group, Ltd. | 62,922 | $2.44M | 0.00% | −22,366−26.2% | Reduced |
| HB Wealth Management, LLC | 63,667 | $2.47M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 68,223 | $2.64M | 0.00% | +37,043+118.8% | Added |
| LPL Financial LLC | 67,046 | $2.73M | 0.00% | +11,488+20.7% | Added |
| Legal & General Group Plc | 72,093 | $2.79M | 0.00% | +3,444+5.0% | Added |
| Wells Fargo & Company | 75,784 | $2.94M | 0.00% | +6,459+9.3% | 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 |
| Alliancebernstein L.P. | 82,208 | $3.19M | 0.00% | +10,908+15.3% | Added |
| Public Employees Retirement System of Ohio | 86,512 | $3.35M | 0.01% | +13,340+18.2% | Added |
| Rhumbline Advisers | 89,682 | $3.48M | 0.00% | +2,251+2.6% | Added |
| D. E. Shaw & Co., Inc. | 99,562 | $3.86M | 0.00% | +99,562 | New |
| Freestone Grove Partners LP | 101,376 | $3.93M | 0.05% | +101,376 | New |
| Envestnet Asset Management Inc | 108,824 | $4.22M | 0.00% | +220+0.2% | Added |
| Pathway Financial Advisors LLC | 115,289 | $4.47M | 1.03% | 00.0% | Unchanged |
| Barclays PLC | 119,682 | $4.64M | 0.00% | +10,604+9.7% | Added |
| First Trust Advisors LP | 122,727 | $4.76M | 0.00% | −15,008−10.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 126,933 | $4.92M | 0.01% | −5,027−3.8% | Reduced |
| Otter Creek Advisors, LLC | 127,753 | $4.95M | 3.41% | −10,522−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 129,883 | $5.03M | 0.01% | −738−0.6% | Reduced |
| Swiss National Bank | 131,200 | $5.09M | 0.00% | +2,000+1.5% | Added |
| UBS Asset Management Americas Inc | 177,875 | $6.89M | 0.00% | +32,688+22.5% | Added |
| MAI Capital Management | 179,661 | $6.96M | 0.05% | +51,971+40.7% | Added |
| Nicholas Company, Inc. | 184,940 | $7.17M | 0.12% | −120−0.1% | Reduced |
| Standard Life Aberdeen plc | 239,000 | $9.26M | 0.02% | +239,000 | New |
| Kornitzer Capital Management Inc | 240,539 | $9.32M | 0.18% | −25,111−9.5% | Reduced |
| UBS Group AG | 266,643 | $10.3M | 0.00% | +117,094+78.3% | Added |
| Nuveen Asset Management, LLC | 267,836 | $10.4M | 0.00% | −305,502−53.3% | Reduced |
| Morgan Stanley | 290,634 | $11.3M | 0.00% | −8,673−2.9% | Reduced |
| Granite Investment Partners, LLC | 297,367 | $11.5M | 0.50% | −6,643−2.2% | Reduced |
| Point72 Asset Management, L.P. | 317,273 | $12.3M | 0.03% | +317,273 | New |
| SEI Investments Co | 331,957 | $12.9M | 0.02% | −173,557−34.3% | Reduced |
| Kennedy Capital Management, Inc. | 352,621 | $13.7M | 0.30% | −74,653−17.5% | Reduced |
| Goldman Sachs Group Inc | 366,543 | $14.2M | 0.00% | +81,569+28.6% | Added |
| State of Wisconsin Investment Board | 369,122 | $14.3M | 0.04% | +31,130+9.2% | Added |
| Peregrine Capital Management LLC | 416,576 | $16.1M | 0.48% | −105,770−20.2% | Reduced |
| Balyasny Asset Management LLC | 420,168 | $16.3M | 0.04% | +212,511+102.3% | Added |
| Confluence Investment Management LLC | 432,066 | $16.7M | 0.23% | −6,478−1.5% | Reduced |
| Tributary Capital Management, LLC | 471,809 | $18.3M | 1.42% | −824−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 514,838 | $20.0M | 1.21% | −138,795−21.2% | Reduced |
| Aristotle Capital Boston, LLC | 521,256 | $20.2M | 0.75% | −747,769−58.9% | Reduced |
| Boston Partners | 525,965 | $20.7M | 0.03% | +31,395+6.3% | Added |
| Charles Schwab Investment Management Inc | 557,877 | $21.6M | 0.00% | +10,902+2.0% | Added |
| Janus Henderson Group PLC | 571,058 | $22.1M | 0.01% | +37,817+7.1% | Added |
| GW&K Investment Management, LLC | 644,574 | $25.0M | 0.21% | −13,676−2.1% | Reduced |
| Venator Management LLC | 722,570 | $28.0M | 8.07% | −1,230−0.2% | Reduced |
| Bank of America Corp | 726,798 | $28.2M | 0.00% | +44,719+6.6% | Added |
| Northern Trust Corp | 791,507 | $30.7M | 0.00% | +54,096+7.3% | Added |
| Westfield Capital Management Co LP | 847,494 | $32.8M | 0.14% | +129,030+18.0% | Added |
| Emerald Advisers, LLC | 867,072 | $33.6M | 1.30% | −17,227−1.9% | Reduced |
| Royal Bank of Canada | 875,256 | $33.9M | 0.01% | −132,334−13.1% | Reduced |
| Bank of New York Mellon Corp | 956,935 | $37.1M | 0.01% | +84,843+9.7% | Added |
| Dimensional Fund Advisors LP | 1,127,200 | $43.7M | 0.01% | +19,049+1.7% | Added |
| Loomis Sayles & Co L P | 1,141,544 | $44.2M | 0.06% | −136,633−10.7% | Reduced |
| Geode Capital Management, LLC | 1,562,735 | $60.6M | 0.00% | +12,378+0.8% | Added |
| JPMorgan Chase & Co | 1,673,944 | $64.9M | 0.01% | +438,076+35.4% | Added |
| Westwood Holdings Group Inc. | 1,990,818 | $77.2M | 0.59% | +300,912+17.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,993,871 | $77.3M | 0.05% | +1,110,444+125.7% | Added |
| Champlain Investment Partners, LLC | 2,005,171 | $77.7M | 0.49% | −555,556−21.7% | Reduced |
| State Street Corp | 2,082,013 | $80.7M | 0.00% | +125,462+6.4% | Added |