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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 28,881 | $1.12M | 0.00% | +17,180+146.8% | Added |
| Intech Investment Management LLC | 28,420 | $1.10M | 0.01% | +12,817+82.1% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $1.05M | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 27,000 | $1.05M | 0.16% | +21,500+390.9% | Added |
| Verition Fund Management LLC | 24,461 | $948.1K | 0.00% | +24,461 | New |
| Aquatic Capital Management LLC | 22,543 | $873.8K | 0.02% | +20,243+880.1% | Added |
| Natixis Advisors, L.P. | 22,272 | $863.0K | 0.00% | −7,992−26.4% | Reduced |
| Henshaw Capital LLC | 21,028 | $815.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 20,336 | $788.2K | 0.02% | −4,864−19.3% | Reduced |
| Voya Investment Management LLC | 19,818 | $768.1K | 0.00% | −1,677−7.8% | Reduced |
| Arizona State Retirement System | 19,366 | $750.6K | 0.00% | +321+1.7% | Added |
| ProShare Advisors LLC | 18,771 | $727.6K | 0.00% | +6,327+50.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,439 | $714.7K | 0.00% | +3,147+20.6% | Added |
| Great West Life Assurance Co | 18,427 | $713.0K | 0.00% | +2,472+15.5% | Added |
| New World Advisors LLC | 18,295 | $709.1K | 0.17% | +3,338+22.3% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $666.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 16,785 | $650.6K | 0.08% | +770+4.8% | Added |
| Cornerstone Wealth Group, LLC | 16,710 | $647.7K | 0.05% | +10+0.1% | Added |
| Handelsbanken Fonder AB | 14,700 | $570.0K | 0.00% | +2,200+17.6% | Added |
| ExodusPoint Capital Management, LP | 14,023 | $544.0K | 0.01% | +14,023 | New |
| Police & Firemen's Retirement System of New Jersey | 14,020 | $543.4K | 0.01% | +14,020 | New |
| Dynamic Technology Lab Private Ltd | 13,460 | $522.0K | 0.08% | +13,460 | New |
| Advisory Services Network, LLC | 13,355 | $517.6K | 0.01% | +4,065+43.8% | Added |
| Mariner, LLC | 13,229 | $512.8K | 0.00% | +3,192+31.8% | Added |
| KLP Kapitalforvaltning AS | 13,200 | $511.6K | 0.00% | +13,200 | New |
| First National Bank of Omaha | 12,666 | $490.9K | 0.03% | −1,234−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,540 | $486.1K | 0.00% | +5,040+67.2% | Added |
| The PNC Financial Services Group, Inc. | 12,325 | $477.7K | 0.00% | −437−3.4% | Reduced |
| AQR Capital Management LLC | 12,199 | $472.8K | 0.00% | +2,991+32.5% | Added |
| GWM Advisors LLC | 10,375 | $402.1K | 0.00% | −1,350−11.5% | Reduced |
| Truist Financial Corp | 10,234 | $396.7K | 0.00% | −490−4.6% | Reduced |
| SG Americas Securities, LLC | 10,195 | $395.0K | 0.00% | −8,046−44.1% | Reduced |
| Lido Advisors, LLC | 10,045 | $389.3K | 0.00% | +45+0.4% | Added |
| Pitcairn Co | 9,997 | $387.5K | 0.02% | +136+1.4% | Added |
| Trust Point Inc. | 9,981 | $386.9K | 0.03% | −9,798−49.5% | Reduced |
| Ameriprise Financial Inc | 9,756 | $378.1K | 0.00% | +9,756 | New |
| Commerce Bank | 8,840 | $342.6K | 0.00% | −85−1.0% | Reduced |
| Captrust Financial Advisors | 8,650 | $335.3K | 0.00% | −1,456−14.4% | Reduced |
| Pictet Asset Management Holding SA | 8,576 | $332.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,429 | $327.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,281 | $321.0K | 0.00% | −91−1.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $317.8K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 8,097 | $313.8K | 0.00% | −1,882−18.9% | Reduced |
| Brown Advisory Inc | 7,665 | $297.1K | 0.00% | +7,665 | New |
| Envestnet Portfolio Solutions, Inc. | 7,640 | $296.1K | 0.00% | −112−1.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $271.3K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,973 | $270.3K | 0.01% | +302+4.5% | Added |
| Altfest L J & Co Inc | 6,943 | $269.1K | 0.03% | +1,456+26.5% | Added |
| Janney Montgomery Scott LLC | 6,944 | $269.0K | 0.00% | +20+0.3% | Added |
| US Bancorp | 6,887 | $266.9K | 0.00% | +23+0.3% | Added |
| HHM Wealth Advisors, LLC | 6,270 | $243.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,237 | $241.7K | 0.00% | +6,237 | New |
| Defined Financial Planning LLC | 5,915 | $229.3K | 0.24% | +5,915 | New |
| Verdence Capital Advisors LLC | 5,541 | $214.8K | 0.02% | −1,989−26.4% | Reduced |
| Cetera Trust Company, N.A | 5,470 | $212.0K | 0.14% | +25+0.5% | Added |
| Prudential Financial Inc | 4,600 | $202.1K | 0.00% | −1,427−23.7% | Reduced |
| Flagship Harbor Advisors, LLC | 5,160 | $200.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,279 | $127.0K | 0.00% | +1,487+83.0% | Added |
| Tower Research Capital LLC (TRC) | 2,199 | $85.2K | 0.00% | +1,623+281.8% | Added |
| State of Wyoming | 2,126 | $82.4K | 0.01% | −710−25.0% | Reduced |
| Amalgamated Bank | 2,080 | $81.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,944 | $75.3K | 0.01% | +294+17.8% | Added |
| STRS Ohio | 1,900 | $73.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,700 | $65.9K | 0.00% | +1,700 | New |
| Johnson Financial Group, Inc. | 1,528 | $62.6K | 0.00% | +1,398+1,075.4% | Added |
| Parkside Financial Bank & Trust | 1,520 | $58.9K | 0.01% | +195+14.7% | Added |
| First Horizon Advisors, Inc. | 1,415 | $54.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,334 | $51.7K | 0.00% | −3,535−72.6% | Reduced |
| Premier Fund Managers Ltd | 1,142 | $44.0K | 0.00% | −19,639−94.5% | Reduced |
| Jones Financial Companies LLLP | 1,095 | $42.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 970 | $37.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 933 | $36.1K | 0.00% | −100−9.7% | Reduced |
| Nisa Investment Advisors, LLC | 850 | $32.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 834 | $32.3K | 0.01% | +162+24.1% | Added |
| Advisor Group Holdings, Inc. | 632 | $24.5K | 0.00% | −13,510−95.5% | Reduced |
| Atwood & Palmer Inc | 580 | $22.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $19.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 464 | $18.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 316 | $12.1K | 0.00% | +316 | New |
| Simplex Trading, LLC | 298 | $11.0K | 0.00% | +298 | New |
| CWM, LLC | 253 | $10.0K | 0.00% | +11+4.5% | Added |
| TCTC Holdings, LLC | 189 | $7.33K | 0.00% | +189 | New |
| GAMMA Investing LLC | 179 | $6.94K | 0.00% | −47−20.8% | Reduced |
| Quadrant Capital Group LLC | 177 | $6.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $6.78K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 144 | $5.58K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $3.95K | 0.00% | −627−86.0% | Reduced |
| IFP Advisors, Inc | 75 | $3.84K | 0.00% | −12−13.8% | Reduced |
| Principal Securities, Inc. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $3.14K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 72 | $2.79K | 0.00% | −28−28.0% | Reduced |
| Sterling Capital Management LLC | 68 | $2.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 56 | $2.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.13K | 0.00% | −5−8.3% | Reduced |
| Quarry LP | 41 | $1.59K | 0.00% | +41 | New |
| Allworth Financial LP | 35 | $1.46K | 0.00% | +4+12.9% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $1.40K | 0.00% | +36 | New |
| Proequities, Inc. | 32 | $1.33K | 0.00% | +1+3.2% | Added |