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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 764,707 | $34.2M | 0.01% | −26,800−3.4% | Reduced |
| Janus Henderson Group PLC | 774,652 | $34.9M | 0.02% | +203,594+35.7% | Added |
| Royal Bank of Canada | 823,871 | $36.8M | 0.01% | −51,385−5.9% | Reduced |
| Bank of New York Mellon Corp | 836,946 | $37.4M | 0.01% | −119,989−12.5% | Reduced |
| Westfield Capital Management Co LP | 1,076,847 | $48.1M | 0.23% | +229,353+27.1% | Added |
| Dimensional Fund Advisors LP | 1,109,066 | $49.6M | 0.01% | −18,134−1.6% | Reduced |
| Loomis Sayles & Co L P | 1,117,939 | $50.0M | 0.07% | −23,605−2.1% | Reduced |
| JPMorgan Chase & Co | 1,562,468 | $69.8M | 0.01% | −111,476−6.7% | Reduced |
| Geode Capital Management, LLC | 1,615,889 | $72.2M | 0.01% | +53,154+3.4% | Added |
| Westwood Holdings Group Inc. | 1,778,024 | $79.5M | 0.60% | −212,794−10.7% | Reduced |
| State Street Corp | 2,107,703 | $94.2M | 0.00% | +25,690+1.2% | Added |
| Macquarie Group Ltd | 2,502,233 | $111.8M | 0.14% | +56,358+2.3% | Added |
| Capital Research Global Investors | 2,546,269 | $113.8M | 0.02% | +286,927+12.7% | Added |
| Capital International Investors | 2,555,208 | $114.2M | 0.02% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 2,647,275 | $118.3M | 0.86% | +642,104+32.0% | Added |
| Bamco Inc | 3,010,000 | $134.5M | 0.40% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,232,521 | $144.5M | 0.10% | +1,238,650+62.1% | Added |
| BlackRock, Inc. | 5,063,314 | $226.3M | 0.00% | −46,204−0.9% | Reduced |
| William Blair Investment Management, LLC | 5,562,470 | $248.6M | 0.70% | +654,881+13.3% | Added |
| Vanguard Group Inc | 6,543,104 | $292.4M | 0.01% | −44,382−0.7% | Reduced |
| FMR LLC | 8,636,575 | $386.0M | 0.02% | +237,830+2.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −420,168−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −317,273−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −101,376−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −55,831−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −39,960−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −46,600−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −18,295−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,023−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,540−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −9,981−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −6,943−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |