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 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 2,259,342 | $87.6M | 0.02% | +2,259,342 | New |
| Macquarie Group Ltd | 2,445,875 | $94.8M | 0.12% | −130,738−5.1% | Reduced |
| Capital International Investors | 2,555,208 | $99.0M | 0.02% | +210,715+9.0% | Added |
| Bamco Inc | 3,010,000 | $116.7M | 0.30% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 4,907,589 | $190.2M | 0.46% | +2,197,648+81.1% | Added |
| BlackRock, Inc. | 5,109,518 | $198.0M | 0.00% | +149,459+3.0% | Added |
| Vanguard Group Inc | 6,587,486 | $255.3M | 0.00% | +175,381+2.7% | Added |
| FMR LLC | 8,398,745 | $325.5M | 0.02% | −1,518,565−15.3% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,134,710−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −591,317−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −83,763−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −46,053−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −39,491−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −21,871−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −19,050−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −17,419−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,491−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,108−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −5,531−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −4,757−100.0% | Sold out |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −4,414−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −4,365−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |