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, Q1 2025
Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2025. 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
- 221
- +17 vs. Q4 2024
- Shares held
- 72.6M
- +5.17M (+7.7%) vs. Q4 2024
- Total value
- $3.25B
- +$630.0M (+24.1%) vs. Q4 2024
- New holders
- 39
- 84 more added
- Sold out
- 22
- 63 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,636,575 | $386.0M | 0.02% | +237,830+2.8% | Added |
| Vanguard Group Inc | 6,543,104 | $292.4M | 0.01% | −44,382−0.7% | Reduced |
| William Blair Investment Management, LLC | 5,562,470 | $248.6M | 0.70% | +654,881+13.3% | Added |
| BlackRock, Inc. | 5,063,314 | $226.3M | 0.00% | −46,204−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,232,521 | $144.5M | 0.10% | +1,238,650+62.1% | Added |
| Bamco Inc | 3,010,000 | $134.5M | 0.40% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 2,647,275 | $118.3M | 0.86% | +642,104+32.0% | Added |
| Capital International Investors | 2,555,208 | $114.2M | 0.02% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,546,269 | $113.8M | 0.02% | +286,927+12.7% | Added |
| Macquarie Group Ltd | 2,502,233 | $111.8M | 0.14% | +56,358+2.3% | Added |
| State Street Corp | 2,107,703 | $94.2M | 0.00% | +25,690+1.2% | Added |
| Westwood Holdings Group Inc. | 1,778,024 | $79.5M | 0.60% | −212,794−10.7% | Reduced |
| Geode Capital Management, LLC | 1,615,889 | $72.2M | 0.01% | +53,154+3.4% | Added |
| JPMorgan Chase & Co | 1,562,468 | $69.8M | 0.01% | −111,476−6.7% | Reduced |
| Loomis Sayles & Co L P | 1,117,939 | $50.0M | 0.07% | −23,605−2.1% | Reduced |
| Dimensional Fund Advisors LP | 1,109,066 | $49.6M | 0.01% | −18,134−1.6% | Reduced |
| Westfield Capital Management Co LP | 1,076,847 | $48.1M | 0.23% | +229,353+27.1% | Added |
| Bank of New York Mellon Corp | 836,946 | $37.4M | 0.01% | −119,989−12.5% | Reduced |
| Royal Bank of Canada | 823,871 | $36.8M | 0.01% | −51,385−5.9% | Reduced |
| Janus Henderson Group PLC | 774,652 | $34.9M | 0.02% | +203,594+35.7% | Added |
| Northern Trust Corp | 764,707 | $34.2M | 0.01% | −26,800−3.4% | Reduced |
| Venator Management LLC | 754,845 | $33.7M | 10.06% | +32,275+4.5% | Added |
| Emerald Advisers, LLC | 744,621 | $33.3M | 1.50% | −122,451−14.1% | Reduced |
| Bank of America Corp | 645,425 | $28.8M | 0.00% | −81,373−11.2% | Reduced |
| GW&K Investment Management, LLC | 624,600 | $27.9M | 0.26% | −19,974−3.1% | Reduced |
| Boston Partners | 600,974 | $26.5M | 0.03% | +75,009+14.3% | Added |
| Invesco Ltd. | 556,775 | $24.9M | 0.00% | +494,508+794.2% | Added |
| Charles Schwab Investment Management Inc | 549,468 | $24.6M | 0.00% | −8,409−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 539,848 | $24.1M | 0.06% | +409,965+315.6% | Added |
| Tributary Capital Management, LLC | 455,524 | $20.4M | 1.78% | −16,285−3.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 454,140 | $20.3M | 1.44% | −60,698−11.8% | Reduced |
| American Century Companies Inc | 451,360 | $20.2M | 0.01% | +383,137+561.6% | Added |
| Peregrine Capital Management LLC | 429,484 | $19.2M | 0.64% | +12,908+3.1% | Added |
| Confluence Investment Management LLC | 423,042 | $18.9M | 0.27% | −9,024−2.1% | Reduced |
| Aristotle Capital Boston, LLC | 422,870 | $18.9M | 0.94% | −98,386−18.9% | Reduced |
| Goldman Sachs Group Inc | 379,601 | $17.0M | 0.00% | +13,058+3.6% | Added |
| State of Wisconsin Investment Board | 366,246 | $16.4M | 0.04% | −2,876−0.8% | Reduced |
| UBS Group AG | 357,224 | $16.0M | 0.00% | +90,581+34.0% | Added |
| Fenimore Asset Management Inc | 340,727 | $15.2M | 0.32% | +340,727 | New |
| Kennedy Capital Management, Inc. | 315,209 | $14.1M | 0.34% | −37,412−10.6% | Reduced |
| Toroso Investments, LLC | 288,322 | $12.9M | 0.11% | +288,322 | New |
| Granite Investment Partners, LLC | 282,906 | $12.6M | 0.64% | −14,461−4.9% | Reduced |
| Morgan Stanley | 276,143 | $12.3M | 0.00% | −14,491−5.0% | Reduced |
| CI Private Wealth, LLC | 269,848 | $12.1M | 0.02% | +234,400+661.3% | Added |
| Nuveen, LLC | 269,224 | $12.0M | 0.00% | +269,224 | New |
| Millennium Management LLC | 254,734 | $11.4M | 0.01% | +200,754+371.9% | Added |
| SEI Investments Co | 241,252 | $10.8M | 0.01% | −90,705−27.3% | Reduced |
| Standard Life Aberdeen plc | 240,540 | $10.7M | 0.02% | +1,540+0.6% | Added |
| Kornitzer Capital Management Inc | 240,539 | $10.7M | 0.22% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 219,229 | $9.80M | 0.01% | +119,667+120.2% | Added |
| UBS Asset Management Americas Inc | 189,643 | $8.48M | 0.00% | +11,768+6.6% | Added |
| Nicholas Company, Inc. | 185,025 | $8.27M | 0.14% | +850.0% | Added |
| Summit Creek Advisors LLC | 181,142 | $8.10M | 1.18% | +181,142 | New |
| MAI Capital Management | 175,582 | $7.85M | 0.06% | −4,079−2.3% | Reduced |
| Select Equity Group, L.P. | 161,226 | $7.21M | 0.03% | +127,485+377.8% | Added |
| Neuberger Berman Group LLC | 145,687 | $6.51M | 0.01% | +145,687 | New |
| Pathway Financial Advisors LLC | 140,753 | $6.29M | 1.13% | +25,464+22.1% | Added |
| Swiss National Bank | 131,200 | $5.86M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 114,288 | $5.11M | 0.00% | −5,394−4.5% | Reduced |
| Envestnet Asset Management Inc | 109,566 | $4.90M | 0.00% | +742+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 109,452 | $4.89M | 0.01% | −17,481−13.8% | Reduced |
| Harbor Capital Advisors, Inc. | 97,778 | $4.37M | 0.20% | +46,171+89.5% | Added |
| Rhumbline Advisers | 93,160 | $4.16M | 0.00% | +3,478+3.9% | Added |
| Madison Asset Management, LLC | 93,024 | $4.16M | 0.05% | +11,483+14.1% | Added |
| Susquehanna International Group, LLP | 86,291 | $3.86M | 0.01% | +57,410+198.8% | Added |
| HB Wealth Management, LLC | 84,155 | $3.76M | 0.03% | +20,488+32.2% | Added |
| Alliancebernstein L.P. | 82,119 | $3.67M | 0.00% | −89−0.1% | Reduced |
| Comerica Bank | 79,111 | $3.54M | 0.01% | +19,762+33.3% | Added |
| Wells Fargo & Company | 77,250 | $3.45M | 0.00% | +1,466+1.9% | Added |
| Legal & General Group Plc | 73,404 | $3.28M | 0.00% | +1,311+1.8% | Added |
| Lighthouse Investment Partners, LLC | 70,140 | $3.13M | 0.14% | +70,140 | New |
| Smith Chas P & Associates Pa Cpas | 69,340 | $3.10M | 0.18% | +69,340 | New |
| LPL Financial LLC | 73,629 | $3.10M | 0.00% | +6,583+9.8% | Added |
| TD Asset Management Inc | 68,100 | $3.04M | 0.00% | +28,146+70.4% | Added |
| First Trust Advisors LP | 63,354 | $2.83M | 0.00% | −59,373−48.4% | Reduced |
| Principal Financial Group Inc | 62,405 | $2.79M | 0.00% | +2,546+4.3% | Added |
| Russell Investments Group, Ltd. | 61,975 | $2.77M | 0.00% | −947−1.5% | Reduced |
| California State Teachers Retirement System | 61,357 | $2.74M | 0.00% | −1,051−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 58,367 | $2.61M | 0.01% | +58,367 | New |
| Raymond James Financial Inc | 58,078 | $2.60M | 0.00% | +19,057+48.8% | Added |
| Public Employees Retirement System of Ohio | 56,643 | $2.53M | 0.01% | −29,869−34.5% | Reduced |
| Zions Bancorporation, National Association | 56,260 | $2.51M | 0.16% | +56,260 | New |
| Deutsche Bank AG | 53,901 | $2.41M | 0.00% | −5,480−9.2% | Reduced |
| Price T Rowe Associates Inc | 53,143 | $2.38M | 0.00% | +3,770+7.6% | Added |
| Citigroup Inc | 53,048 | $2.37M | 0.00% | −3,684−6.5% | Reduced |
| Van Hulzen Asset Management, LLC | 52,854 | $2.36M | 0.22% | −1,027−1.9% | Reduced |
| Sapient Capital LLC | 50,000 | $2.23M | 0.04% | +50,000 | New |
| New York State Common Retirement Fund | 49,247 | $2.20M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 49,224 | $2.20M | 0.01% | +1,753+3.7% | Added |
| Otter Creek Advisors, LLC | 44,473 | $1.99M | 1.39% | −83,280−65.2% | Reduced |
| Bessemer Group Inc | 43,065 | $1.92M | 0.00% | +11,485+36.4% | Added |
| Aubrey Capital Management Ltd | 42,000 | $1.88M | 0.75% | +42,000 | New |
| HighTower Advisors, LLC | 41,609 | $1.86M | 0.00% | +41,609 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 40,166 | $1.80M | 0.00% | +2,309+6.1% | Added |
| MetLife Investment Management | 39,530 | $1.77M | 0.01% | −647−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 37,088 | $1.66M | 0.00% | +1,581+4.5% | Added |
| King Luther Capital Management Corp | 34,769 | $1.55M | 0.01% | +86+0.2% | Added |
| Franklin Resources Inc | 34,006 | $1.52M | 0.00% | +34,006 | New |
| Corebridge Financial, Inc. | 33,057 | $1.48M | 0.01% | −81−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,439 | $1.41M | 0.00% | +13,000+70.5% | Added |