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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 13,368 | $597.4K | 0.00% | −11,093−45.3% | Reduced |
| ProShare Advisors LLC | 14,609 | $652.9K | 0.00% | −4,162−22.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,690 | $656.5K | 0.01% | +670+4.8% | Added |
| Handelsbanken Fonder AB | 14,700 | $657.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,973 | $669.1K | 0.01% | +8,736+140.1% | Added |
| Cornerstone Wealth Group, LLC | 16,713 | $746.9K | 0.06% | +30.0% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $768.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 17,335 | $774.7K | 0.09% | +550+3.3% | Added |
| Washington Trust Bank | 17,377 | $776.6K | 0.08% | +17,377 | New |
| Voya Investment Management LLC | 18,169 | $812.0K | 0.00% | −1,649−8.3% | Reduced |
| Great West Life Assurance Co | 18,427 | $826.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,354 | $864.9K | 0.01% | −12−0.1% | Reduced |
| Henshaw Capital LLC | 21,028 | $939.7K | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,106 | $1.03M | 0.00% | +834+3.7% | Added |
| Red Door Wealth Management, LLC | 27,000 | $1.21M | 0.18% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 27,132 | $1.21M | 0.03% | +4,589+20.4% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $1.22M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 27,542 | $1.23M | 0.03% | +7,206+35.4% | Added |
| Intech Investment Management LLC | 28,324 | $1.27M | 0.01% | −96−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 30,780 | $1.38M | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,033 | $1.39M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,439 | $1.41M | 0.00% | +13,000+70.5% | Added |
| Corebridge Financial, Inc. | 33,057 | $1.48M | 0.01% | −81−0.2% | Reduced |
| Franklin Resources Inc | 34,006 | $1.52M | 0.00% | +34,006 | New |
| King Luther Capital Management Corp | 34,769 | $1.55M | 0.01% | +86+0.2% | Added |
| Manufacturers Life Insurance Company, The | 37,088 | $1.66M | 0.00% | +1,581+4.5% | Added |
| MetLife Investment Management | 39,530 | $1.77M | 0.01% | −647−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,166 | $1.80M | 0.00% | +2,309+6.1% | Added |
| HighTower Advisors, LLC | 41,609 | $1.86M | 0.00% | +41,609 | New |
| Aubrey Capital Management Ltd | 42,000 | $1.88M | 0.75% | +42,000 | New |
| Bessemer Group Inc | 43,065 | $1.92M | 0.00% | +11,485+36.4% | Added |
| Otter Creek Advisors, LLC | 44,473 | $1.99M | 1.39% | −83,280−65.2% | Reduced |
| State of New Jersey Common Pension Fund D | 49,224 | $2.20M | 0.01% | +1,753+3.7% | Added |
| New York State Common Retirement Fund | 49,247 | $2.20M | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 50,000 | $2.23M | 0.04% | +50,000 | New |
| Van Hulzen Asset Management, LLC | 52,854 | $2.36M | 0.22% | −1,027−1.9% | Reduced |
| Citigroup Inc | 53,048 | $2.37M | 0.00% | −3,684−6.5% | Reduced |
| Price T Rowe Associates Inc | 53,143 | $2.38M | 0.00% | +3,770+7.6% | Added |
| Deutsche Bank AG | 53,901 | $2.41M | 0.00% | −5,480−9.2% | Reduced |
| Zions Bancorporation, National Association | 56,260 | $2.51M | 0.16% | +56,260 | New |
| Public Employees Retirement System of Ohio | 56,643 | $2.53M | 0.01% | −29,869−34.5% | Reduced |
| Raymond James Financial Inc | 58,078 | $2.60M | 0.00% | +19,057+48.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 58,367 | $2.61M | 0.01% | +58,367 | New |
| California State Teachers Retirement System | 61,357 | $2.74M | 0.00% | −1,051−1.7% | Reduced |
| Russell Investments Group, Ltd. | 61,975 | $2.77M | 0.00% | −947−1.5% | Reduced |
| Principal Financial Group Inc | 62,405 | $2.79M | 0.00% | +2,546+4.3% | Added |
| First Trust Advisors LP | 63,354 | $2.83M | 0.00% | −59,373−48.4% | Reduced |
| TD Asset Management Inc | 68,100 | $3.04M | 0.00% | +28,146+70.4% | Added |
| LPL Financial LLC | 73,629 | $3.10M | 0.00% | +6,583+9.8% | Added |
| Smith Chas P & Associates Pa Cpas | 69,340 | $3.10M | 0.18% | +69,340 | New |
| Lighthouse Investment Partners, LLC | 70,140 | $3.13M | 0.14% | +70,140 | New |
| Legal & General Group Plc | 73,404 | $3.28M | 0.00% | +1,311+1.8% | Added |
| Wells Fargo & Company | 77,250 | $3.45M | 0.00% | +1,466+1.9% | Added |
| Comerica Bank | 79,111 | $3.54M | 0.01% | +19,762+33.3% | Added |
| Alliancebernstein L.P. | 82,119 | $3.67M | 0.00% | −89−0.1% | Reduced |
| HB Wealth Management, LLC | 84,155 | $3.76M | 0.03% | +20,488+32.2% | Added |
| Susquehanna International Group, LLP | 86,291 | $3.86M | 0.01% | +57,410+198.8% | Added |
| Madison Asset Management, LLC | 93,024 | $4.16M | 0.05% | +11,483+14.1% | Added |
| Rhumbline Advisers | 93,160 | $4.16M | 0.00% | +3,478+3.9% | Added |
| Harbor Capital Advisors, Inc. | 97,778 | $4.37M | 0.20% | +46,171+89.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 109,452 | $4.89M | 0.01% | −17,481−13.8% | Reduced |
| Envestnet Asset Management Inc | 109,566 | $4.90M | 0.00% | +742+0.7% | Added |
| Barclays PLC | 114,288 | $5.11M | 0.00% | −5,394−4.5% | Reduced |
| Swiss National Bank | 131,200 | $5.86M | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 140,753 | $6.29M | 1.13% | +25,464+22.1% | Added |
| Neuberger Berman Group LLC | 145,687 | $6.51M | 0.01% | +145,687 | New |
| Select Equity Group, L.P. | 161,226 | $7.21M | 0.03% | +127,485+377.8% | Added |
| MAI Capital Management | 175,582 | $7.85M | 0.06% | −4,079−2.3% | Reduced |
| Summit Creek Advisors LLC | 181,142 | $8.10M | 1.18% | +181,142 | New |
| Nicholas Company, Inc. | 185,025 | $8.27M | 0.14% | +850.0% | Added |
| UBS Asset Management Americas Inc | 189,643 | $8.48M | 0.00% | +11,768+6.6% | Added |
| D. E. Shaw & Co., Inc. | 219,229 | $9.80M | 0.01% | +119,667+120.2% | Added |
| Kornitzer Capital Management Inc | 240,539 | $10.7M | 0.22% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 240,540 | $10.7M | 0.02% | +1,540+0.6% | Added |
| SEI Investments Co | 241,252 | $10.8M | 0.01% | −90,705−27.3% | Reduced |
| Millennium Management LLC | 254,734 | $11.4M | 0.01% | +200,754+371.9% | Added |
| Nuveen, LLC | 269,224 | $12.0M | 0.00% | +269,224 | New |
| CI Private Wealth, LLC | 269,848 | $12.1M | 0.02% | +234,400+661.3% | Added |
| Morgan Stanley | 276,143 | $12.3M | 0.00% | −14,491−5.0% | Reduced |
| Granite Investment Partners, LLC | 282,906 | $12.6M | 0.64% | −14,461−4.9% | Reduced |
| Toroso Investments, LLC | 288,322 | $12.9M | 0.11% | +288,322 | New |
| Kennedy Capital Management, Inc. | 315,209 | $14.1M | 0.34% | −37,412−10.6% | Reduced |
| Fenimore Asset Management Inc | 340,727 | $15.2M | 0.32% | +340,727 | New |
| UBS Group AG | 357,224 | $16.0M | 0.00% | +90,581+34.0% | Added |
| State of Wisconsin Investment Board | 366,246 | $16.4M | 0.04% | −2,876−0.8% | Reduced |
| Goldman Sachs Group Inc | 379,601 | $17.0M | 0.00% | +13,058+3.6% | Added |
| Aristotle Capital Boston, LLC | 422,870 | $18.9M | 0.94% | −98,386−18.9% | Reduced |
| Confluence Investment Management LLC | 423,042 | $18.9M | 0.27% | −9,024−2.1% | Reduced |
| Peregrine Capital Management LLC | 429,484 | $19.2M | 0.64% | +12,908+3.1% | Added |
| American Century Companies Inc | 451,360 | $20.2M | 0.01% | +383,137+561.6% | Added |
| Emerald Mutual Fund Advisers Trust | 454,140 | $20.3M | 1.44% | −60,698−11.8% | Reduced |
| Tributary Capital Management, LLC | 455,524 | $20.4M | 1.78% | −16,285−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 539,848 | $24.1M | 0.06% | +409,965+315.6% | Added |
| Charles Schwab Investment Management Inc | 549,468 | $24.6M | 0.00% | −8,409−1.5% | Reduced |
| Invesco Ltd. | 556,775 | $24.9M | 0.00% | +494,508+794.2% | Added |
| Boston Partners | 600,974 | $26.5M | 0.03% | +75,009+14.3% | Added |
| GW&K Investment Management, LLC | 624,600 | $27.9M | 0.26% | −19,974−3.1% | Reduced |
| Bank of America Corp | 645,425 | $28.8M | 0.00% | −81,373−11.2% | Reduced |
| Emerald Advisers, LLC | 744,621 | $33.3M | 1.50% | −122,451−14.1% | Reduced |
| Venator Management LLC | 754,845 | $33.7M | 10.06% | +32,275+4.5% | Added |