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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 31,033 | $1.39M | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 30,780 | $1.38M | 0.22% | 00.0% | Unchanged |
| Intech Investment Management LLC | 28,324 | $1.27M | 0.01% | −96−0.3% | Reduced |
| Diversified Trust Co | 27,542 | $1.23M | 0.03% | +7,206+35.4% | Added |
| Ensign Peak Advisors, Inc | 27,198 | $1.22M | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 27,132 | $1.21M | 0.03% | +4,589+20.4% | Added |
| Red Door Wealth Management, LLC | 27,000 | $1.21M | 0.18% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,106 | $1.03M | 0.00% | +834+3.7% | Added |
| Henshaw Capital LLC | 21,028 | $939.7K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,354 | $864.9K | 0.01% | −12−0.1% | Reduced |
| Great West Life Assurance Co | 18,427 | $826.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,169 | $812.0K | 0.00% | −1,649−8.3% | Reduced |
| Washington Trust Bank | 17,377 | $776.6K | 0.08% | +17,377 | New |
| Toth Financial Advisory Corp | 17,335 | $774.7K | 0.09% | +550+3.3% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $768.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 16,713 | $746.9K | 0.06% | +30.0% | Added |
| CIBC World Markets Corp | 14,973 | $669.1K | 0.01% | +8,736+140.1% | Added |
| Handelsbanken Fonder AB | 14,700 | $657.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,690 | $656.5K | 0.01% | +670+4.8% | Added |
| ProShare Advisors LLC | 14,609 | $652.9K | 0.00% | −4,162−22.2% | Reduced |
| Verition Fund Management LLC | 13,368 | $597.4K | 0.00% | −11,093−45.3% | Reduced |
| Quantbot Technologies LP | 13,340 | $596.2K | 0.02% | −23,771−64.1% | Reduced |
| Two Sigma Investments, LP | 13,331 | $595.8K | 0.00% | −26,125−66.2% | Reduced |
| KLP Kapitalforvaltning AS | 13,200 | $589.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,102 | $585.5K | 0.01% | −253−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,025 | $582.1K | 0.00% | +700+5.7% | Added |
| First National Bank of Omaha | 12,682 | $566.8K | 0.04% | +16+0.1% | Added |
| GWM Advisors LLC | 11,075 | $494.9K | 0.00% | +700+6.7% | Added |
| AQR Capital Management LLC | 10,760 | $480.9K | 0.00% | −1,439−11.8% | Reduced |
| Lido Advisors, LLC | 10,096 | $451.2K | 0.00% | +51+0.5% | Added |
| Pitcairn Co | 10,033 | $448.4K | 0.03% | +36+0.4% | Added |
| Teacher Retirement System of Texas | 9,871 | $441.1K | 0.00% | +9,871 | New |
| Ameriprise Financial Inc | 9,807 | $438.3K | 0.00% | +51+0.5% | Added |
| Pictet Asset Management Holding SA | 9,502 | $424.6K | 0.00% | +926+10.8% | Added |
| Creative Planning | 9,464 | $422.9K | 0.00% | +1,367+16.9% | Added |
| Mariner, LLC | 9,443 | $422.0K | 0.00% | −3,786−28.6% | Reduced |
| Commerce Bank | 8,762 | $391.6K | 0.00% | −78−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $377.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,268 | $369.5K | 0.00% | +8,268 | New |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $366.5K | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,117 | $362.7K | 0.00% | −164−2.0% | Reduced |
| Captrust Financial Advisors | 7,746 | $346.2K | 0.00% | −904−10.5% | Reduced |
| US Bancorp | 7,337 | $327.9K | 0.00% | +450+6.5% | Added |
| Verdence Capital Advisors LLC | 7,326 | $327.4K | 0.02% | +1,785+32.2% | Added |
| Ameritas Investment Partners, Inc. | 6,973 | $311.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,939 | $310.0K | 0.00% | −5−0.1% | Reduced |
| Truist Financial Corp | 6,677 | $298.4K | 0.00% | −3,557−34.8% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $280.2K | 0.04% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 5,915 | $259.8K | 0.26% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,751 | $257.0K | 0.00% | −1,889−24.7% | Reduced |
| Holocene Advisors, LP | 5,568 | $248.8K | 0.00% | +5,568 | New |
| Moody National Bank Trust Division | 5,480 | $244.9K | 0.03% | +5,480 | New |
| Cetera Trust Company, N.A | 5,470 | $244.5K | 0.16% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 5,446 | $243.4K | 0.12% | +5,446 | New |
| Brown Miller Wealth Management, LLC | 5,281 | $236.0K | 0.08% | +5,281 | New |
| Flagship Harbor Advisors, LLC | 5,160 | $230.6K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 5,023 | $224.5K | 0.00% | +5,023 | New |
| Prudential Financial Inc | 5,020 | $221.0K | 0.00% | +420+9.1% | Added |
| EntryPoint Capital, LLC | 4,796 | $214.3K | 0.10% | +4,796 | New |
| Warren Averett Asset Management, LLC | 4,757 | $212.6K | 0.00% | +4,757 | New |
| Core Wealth Advisors, Inc. | 4,510 | $201.5K | 0.06% | +4,510 | New |
| XTX Topco Ltd | 4,502 | $201.2K | 0.01% | +4,502 | New |
| State of Wyoming | 3,716 | $166.1K | 0.02% | +1,590+74.8% | Added |
| KBC Group NV | 3,675 | $164.0K | 0.00% | +396+12.1% | Added |
| Tower Research Capital LLC (TRC) | 2,499 | $111.7K | 0.00% | +300+13.6% | Added |
| Advisor Group Holdings, Inc. | 2,356 | $105.3K | 0.00% | +1,724+272.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,319 | $104.0K | 0.00% | −44,144−95.0% | Reduced |
| Amalgamated Bank | 2,308 | $103.0K | 0.00% | +228+11.0% | Added |
| Parkside Financial Bank & Trust | 1,778 | $79.5K | 0.01% | +258+17.0% | Added |
| STRS Ohio | 1,600 | $71.5K | 0.00% | −300−15.8% | Reduced |
| Johnson Financial Group, Inc. | 1,510 | $67.5K | 0.00% | −18−1.2% | Reduced |
| First Horizon Advisors, Inc. | 1,415 | $63.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,395 | $62.9K | 0.00% | +300+27.4% | Added |
| Continuum Advisory, LLC | 1,401 | $62.6K | 0.01% | −543−27.9% | Reduced |
| Coldstream Capital Management Inc | 1,204 | $53.8K | 0.00% | +1,204 | New |
| ZRC Wealth Management, LLC | 995 | $44.5K | 0.02% | +161+19.3% | Added |
| Assetmark, Inc | 970 | $43.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 850 | $38.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 841 | $36.8K | 0.00% | −92−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 783 | $30.1K | 0.00% | +783 | New |
| Atwood & Palmer Inc | 580 | $25.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 460 | $20.6K | 0.00% | +358+351.0% | Added |
| J.Safra Asset Management Corp | 429 | $19.2K | 0.00% | +113+35.8% | Added |
| TCTC Holdings, LLC | 410 | $18.3K | 0.00% | +221+116.9% | Added |
| GAMMA Investing LLC | 407 | $18.2K | 0.00% | +228+127.4% | Added |
| Umb Bank N A | 370 | $16.5K | 0.00% | −94−20.3% | Reduced |
| Quadrant Capital Group LLC | 315 | $14.1K | 0.00% | +138+78.0% | Added |
| Group One Trading, L.P. | 308 | $13.8K | 0.00% | −1,026−76.9% | Reduced |
| CWM, LLC | 285 | $13.0K | 0.00% | +32+12.6% | Added |
| Optiver Holding B.V. | 253 | $11.3K | 0.00% | +253 | New |
| Mather Group, LLC. | 210 | $9.38K | 0.00% | +210 | New |
| Rise Advisors, LLC | 203 | $9.07K | 0.00% | +203 | New |
| Private Trust Co NA | 175 | $7.82K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 124 | $5.54K | 0.00% | −20−13.9% | Reduced |
| Rothschild Investment LLC | 120 | $5.36K | 0.00% | +65+118.2% | Added |
| IFP Advisors, Inc | 75 | $4.42K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 97 | $4.33K | 0.00% | +16+19.8% | Added |
| EverSource Wealth Advisors, LLC | 84 | $3.75K | 0.00% | +60+250.0% | Added |
| Principal Securities, Inc. | 88 | $3.41K | 0.00% | 00.0% | Unchanged |