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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 1 | $45 | 0.00% | −35−97.2% | Reduced |
| Huntington National Bank | 1 | $45 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $90 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $179 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 9 | $403 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 11 | $492 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $626 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $804 | 0.00% | +2+12.5% | Added |
| Smartleaf Asset Management LLC | 18 | $811 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 19 | $849 | 0.00% | +19 | New |
| Stephens Consulting, LLC | 20 | $894 | 0.00% | +20 | New |
| Boston Private Wealth LLC | 23 | $1.03K | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 26 | $1.16K | 0.00% | −30−53.6% | Reduced |
| Allworth Financial LP | 31 | $1.34K | 0.00% | −4−11.4% | Reduced |
| Skopos Labs, Inc. | 46 | $2.06K | 0.00% | +46 | New |
| Amundi | 49 | $2.21K | 0.00% | +29+145.0% | Added |
| Sterling Capital Management LLC | 71 | $3.17K | 0.00% | +3+4.4% | Added |
| Kestra Investment Management, LLC | 73 | $3.26K | 0.00% | +73 | New |
| Parallel Advisors, LLC | 74 | $3.31K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 84 | $3.75K | 0.00% | +60+250.0% | Added |
| Lindbrook Capital, LLC | 97 | $4.33K | 0.00% | +16+19.8% | Added |
| IFP Advisors, Inc | 75 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $5.36K | 0.00% | +65+118.2% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $5.54K | 0.00% | −20−13.9% | Reduced |
| Private Trust Co NA | 175 | $7.82K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 203 | $9.07K | 0.00% | +203 | New |
| Mather Group, LLC. | 210 | $9.38K | 0.00% | +210 | New |
| Optiver Holding B.V. | 253 | $11.3K | 0.00% | +253 | New |
| CWM, LLC | 285 | $13.0K | 0.00% | +32+12.6% | Added |
| Group One Trading, L.P. | 308 | $13.8K | 0.00% | −1,026−76.9% | Reduced |
| Quadrant Capital Group LLC | 315 | $14.1K | 0.00% | +138+78.0% | Added |
| Umb Bank N A | 370 | $16.5K | 0.00% | −94−20.3% | Reduced |
| GAMMA Investing LLC | 407 | $18.2K | 0.00% | +228+127.4% | Added |
| TCTC Holdings, LLC | 410 | $18.3K | 0.00% | +221+116.9% | Added |
| J.Safra Asset Management Corp | 429 | $19.2K | 0.00% | +113+35.8% | Added |
| Signaturefd, LLC | 460 | $20.6K | 0.00% | +358+351.0% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 580 | $25.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 783 | $30.1K | 0.00% | +783 | New |
| TD Waterhouse Canada Inc. | 841 | $36.8K | 0.00% | −92−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 850 | $38.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 970 | $43.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 995 | $44.5K | 0.02% | +161+19.3% | Added |
| Coldstream Capital Management Inc | 1,204 | $53.8K | 0.00% | +1,204 | New |
| Continuum Advisory, LLC | 1,401 | $62.6K | 0.01% | −543−27.9% | Reduced |
| Jones Financial Companies LLLP | 1,395 | $62.9K | 0.00% | +300+27.4% | Added |
| First Horizon Advisors, Inc. | 1,415 | $63.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,510 | $67.5K | 0.00% | −18−1.2% | Reduced |
| STRS Ohio | 1,600 | $71.5K | 0.00% | −300−15.8% | Reduced |
| Parkside Financial Bank & Trust | 1,778 | $79.5K | 0.01% | +258+17.0% | Added |
| Amalgamated Bank | 2,308 | $103.0K | 0.00% | +228+11.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,319 | $104.0K | 0.00% | −44,144−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,356 | $105.3K | 0.00% | +1,724+272.8% | Added |
| Tower Research Capital LLC (TRC) | 2,499 | $111.7K | 0.00% | +300+13.6% | Added |
| KBC Group NV | 3,675 | $164.0K | 0.00% | +396+12.1% | Added |
| State of Wyoming | 3,716 | $166.1K | 0.02% | +1,590+74.8% | Added |
| XTX Topco Ltd | 4,502 | $201.2K | 0.01% | +4,502 | New |
| Core Wealth Advisors, Inc. | 4,510 | $201.5K | 0.06% | +4,510 | New |
| Warren Averett Asset Management, LLC | 4,757 | $212.6K | 0.00% | +4,757 | New |
| EntryPoint Capital, LLC | 4,796 | $214.3K | 0.10% | +4,796 | New |
| Prudential Financial Inc | 5,020 | $221.0K | 0.00% | +420+9.1% | Added |
| Xponance, Inc. | 5,023 | $224.5K | 0.00% | +5,023 | New |
| Flagship Harbor Advisors, LLC | 5,160 | $230.6K | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,281 | $236.0K | 0.08% | +5,281 | New |
| Heritage Family Offices, LLP | 5,446 | $243.4K | 0.12% | +5,446 | New |
| Cetera Trust Company, N.A | 5,470 | $244.5K | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,480 | $244.9K | 0.03% | +5,480 | New |
| Holocene Advisors, LP | 5,568 | $248.8K | 0.00% | +5,568 | New |
| Envestnet Portfolio Solutions, Inc. | 5,751 | $257.0K | 0.00% | −1,889−24.7% | Reduced |
| Defined Financial Planning LLC | 5,915 | $259.8K | 0.26% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $280.2K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 6,677 | $298.4K | 0.00% | −3,557−34.8% | Reduced |
| Janney Montgomery Scott LLC | 6,939 | $310.0K | 0.00% | −5−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,973 | $311.6K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,326 | $327.4K | 0.02% | +1,785+32.2% | Added |
| US Bancorp | 7,337 | $327.9K | 0.00% | +450+6.5% | Added |
| Captrust Financial Advisors | 7,746 | $346.2K | 0.00% | −904−10.5% | Reduced |
| Victory Capital Management Inc | 8,117 | $362.7K | 0.00% | −164−2.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $366.5K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,268 | $369.5K | 0.00% | +8,268 | New |
| Public Employees Retirement Association of Colorado | 8,429 | $377.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 8,762 | $391.6K | 0.00% | −78−0.9% | Reduced |
| Mariner, LLC | 9,443 | $422.0K | 0.00% | −3,786−28.6% | Reduced |
| Creative Planning | 9,464 | $422.9K | 0.00% | +1,367+16.9% | Added |
| Pictet Asset Management Holding SA | 9,502 | $424.6K | 0.00% | +926+10.8% | Added |
| Ameriprise Financial Inc | 9,807 | $438.3K | 0.00% | +51+0.5% | Added |
| Teacher Retirement System of Texas | 9,871 | $441.1K | 0.00% | +9,871 | New |
| Pitcairn Co | 10,033 | $448.4K | 0.03% | +36+0.4% | Added |
| Lido Advisors, LLC | 10,096 | $451.2K | 0.00% | +51+0.5% | Added |
| AQR Capital Management LLC | 10,760 | $480.9K | 0.00% | −1,439−11.8% | Reduced |
| GWM Advisors LLC | 11,075 | $494.9K | 0.00% | +700+6.7% | Added |
| First National Bank of Omaha | 12,682 | $566.8K | 0.04% | +16+0.1% | Added |
| The PNC Financial Services Group, Inc. | 13,025 | $582.1K | 0.00% | +700+5.7% | Added |
| Advisory Services Network, LLC | 13,102 | $585.5K | 0.01% | −253−1.9% | Reduced |
| KLP Kapitalforvaltning AS | 13,200 | $589.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,331 | $595.8K | 0.00% | −26,125−66.2% | Reduced |
| Quantbot Technologies LP | 13,340 | $596.2K | 0.02% | −23,771−64.1% | Reduced |