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.
Q1 2025 vs. Q4 2024
How the institutions holding Baldwin Insurance Group, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 208 | 4 | 221 | +17 |
| Shares | 67.9M | 402.4K | 72.6M | +5.17M (+7.7%) |
| Value | $2.63B | $15.6M | $3.25B | +$630.0M (+24.1%) |
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (39)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (22)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Balyasny Asset Management LLC | 420,168 | $16.3M |
| Point72 Asset Management, L.P. | 317,273 | $12.3M |
| Freestone Grove Partners LP | 101,376 | $3.93M |
| Baird Financial Group, Inc. | 55,831 | $2.16M |
| Squarepoint Ops LLC | 53,700 | $2.08M |
| Oliver Luxxe Assets LLC | 39,960 | $1.99M |
| Renaissance Technologies LLC | 46,600 | $1.81M |
| New World Advisors LLC | 18,295 | $709.1K |
| ExodusPoint Capital Management, LP | 14,023 | $544.0K |
| Dynamic Technology Lab Private Ltd | 13,460 | $522.0K |
| Schonfeld Strategic Advisors LLC | 12,540 | $486.1K |
| SG Americas Securities, LLC | 10,195 | $395.0K |
| Trust Point Inc. | 9,981 | $386.9K |
| Brown Advisory Inc | 7,665 | $297.1K |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $271.3K |
| Altfest L J & Co Inc | 6,943 | $269.1K |
| Venturi Wealth Management, LLC | 1,700 | $65.9K |
| Premier Fund Managers Ltd | 1,142 | $44.0K |
| Simplex Trading, LLC | 298 | $11.0K |
| Eagle Bay Advisors LLC | 74 | $2.87K |
| Quarry LP | 41 | $1.59K |
| Proequities, Inc. | 32 | $1.33K |
Not filed for Q1 2025 yet (4)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 267,836 | $10.4M |
| Madison Investment Advisors, LLC | 81,541 | $3.16M |
| Zions Bancorporation, N.A. | 52,983 | $2.05M |
| Global Retirement Partners, LLC | 72 | $2.79K |