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, Q2 2025
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 226
- +6 vs. Q1 2025
- Shares held
- 76.8M
- +4.19M (+5.8%) vs. Q1 2025
- Total value
- $3.29B
- +$42.8M (+1.3%) vs. Q1 2025
- New holders
- 32
- 93 more added
- Sold out
- 26
- 68 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,153,709 | $349.1M | 0.02% | −482,866−5.6% | Reduced |
| Vanguard Group Inc | 6,625,785 | $283.6M | 0.00% | +82,681+1.3% | Added |
| William Blair Investment Management, LLC | 5,402,750 | $231.3M | 0.61% | −159,720−2.9% | Reduced |
| BlackRock, Inc. | 5,184,604 | $222.0M | 0.00% | +121,290+2.4% | Added |
| Capital Research Global Investors | 4,513,250 | $193.2M | 0.04% | +1,966,981+77.2% | Added |
| Champlain Investment Partners, LLC | 3,256,446 | $139.4M | 0.97% | +609,171+23.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,236,265 | $138.5M | 0.09% | +3,744+0.1% | Added |
| Capital International Investors | 3,145,429 | $134.7M | 0.02% | +590,221+23.1% | Added |
| Bamco Inc | 3,010,000 | $128.9M | 0.35% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,532,401 | $108.4M | 0.13% | +30,168+1.2% | Added |
| State Street Corp | 2,084,751 | $89.2M | 0.00% | −22,952−1.1% | Reduced |
| Westwood Holdings Group Inc. | 1,920,530 | $82.2M | 0.59% | +142,506+8.0% | Added |
| Geode Capital Management, LLC | 1,695,758 | $72.6M | 0.01% | +79,869+4.9% | Added |
| JPMorgan Chase & Co | 1,355,916 | $58.0M | 0.00% | −206,552−13.2% | Reduced |
| Westfield Capital Management Co LP | 1,225,948 | $52.5M | 0.22% | +149,101+13.8% | Added |
| Dimensional Fund Advisors LP | 1,096,679 | $46.9M | 0.01% | −12,387−1.1% | Reduced |
| Loomis Sayles & Co L P | 1,091,493 | $46.7M | 0.06% | −26,446−2.4% | Reduced |
| Capital World Investors | 1,009,949 | $43.2M | 0.01% | +1,009,949 | New |
| Royal Bank of Canada | 992,997 | $42.5M | 0.01% | +169,126+20.5% | Added |
| Bank of New York Mellon Corp | 866,083 | $37.1M | 0.01% | +29,137+3.5% | Added |
| Janus Henderson Group PLC | 809,947 | $34.7M | 0.02% | +35,295+4.6% | Added |
| Emerald Advisers, LLC | 806,290 | $34.5M | 1.27% | +61,669+8.3% | Added |
| Northern Trust Corp | 780,177 | $33.4M | 0.00% | +15,470+2.0% | Added |
| Fiera Capital Corp | 778,940 | $33.3M | 0.11% | +778,940 | New |
| Venator Management LLC | 773,695 | $33.1M | 8.56% | +18,850+2.5% | Added |
| Bank of America Corp | 686,728 | $29.4M | 0.00% | +41,303+6.4% | Added |
| Charles Schwab Investment Management Inc | 586,904 | $25.1M | 0.00% | +37,436+6.8% | Added |
| GW&K Investment Management, LLC | 573,524 | $24.6M | 0.22% | −51,076−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 525,407 | $22.5M | 0.05% | −14,441−2.7% | Reduced |
| Invesco Ltd. | 486,350 | $20.8M | 0.00% | −70,425−12.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 472,351 | $20.2M | 1.23% | +18,211+4.0% | Added |
| Aristotle Capital Boston, LLC | 427,025 | $18.3M | 0.93% | +4,155+1.0% | Added |
| Tributary Capital Management, LLC | 423,605 | $18.1M | 1.61% | −31,919−7.0% | Reduced |
| Confluence Investment Management LLC | 413,228 | $17.7M | 0.25% | −9,814−2.3% | Reduced |
| State of Wisconsin Investment Board | 366,862 | $15.7M | 0.04% | +616+0.2% | Added |
| Fenimore Asset Management Inc | 351,403 | $15.0M | 0.30% | +10,676+3.1% | Added |
| Granite Investment Partners, LLC | 345,079 | $14.8M | 0.72% | +62,173+22.0% | Added |
| UBS Group AG | 321,012 | $13.7M | 0.00% | −36,212−10.1% | Reduced |
| Peregrine Capital Management LLC | 311,148 | $13.3M | 0.40% | −118,336−27.6% | Reduced |
| Toroso Investments, LLC | 306,442 | $13.1M | 0.09% | +18,120+6.3% | Added |
| Kennedy Capital Management, Inc. | 299,553 | $12.8M | 0.31% | −15,656−5.0% | Reduced |
| UBS Asset Management Americas Inc | 284,668 | $12.2M | 0.00% | +95,025+50.1% | Added |
| SEI Investments Co | 276,309 | $11.8M | 0.01% | +35,057+14.5% | Added |
| Morgan Stanley | 275,359 | $11.8M | 0.00% | −784−0.3% | Reduced |
| Goldman Sachs Group Inc | 271,030 | $11.6M | 0.00% | −108,571−28.6% | Reduced |
| CI Private Wealth, LLC | 269,848 | $11.6M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 257,384 | $11.0M | 0.01% | +208,137+422.6% | Added |
| D. E. Shaw & Co., Inc. | 249,216 | $10.7M | 0.01% | +29,987+13.7% | Added |
| Select Equity Group, L.P. | 242,910 | $10.4M | 0.04% | +81,684+50.7% | Added |
| Nuveen, LLC | 241,301 | $10.3M | 0.00% | −27,923−10.4% | Reduced |
| Envestnet Asset Management Inc | 201,557 | $8.63M | 0.00% | +91,991+84.0% | Added |
| Nicholas Company, Inc. | 185,025 | $7.92M | 0.13% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 179,519 | $7.69M | 0.15% | −61,020−25.4% | Reduced |
| MAI Capital Management | 175,582 | $7.52M | 0.05% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 173,747 | $7.44M | 1.04% | −7,395−4.1% | Reduced |
| American Century Companies Inc | 158,763 | $6.80M | 0.00% | −292,597−64.8% | Reduced |
| Wells Fargo & Company | 156,698 | $6.71M | 0.00% | +79,448+102.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 164,778 | $6.66M | 0.01% | +55,326+50.5% | Added |
| Barclays PLC | 149,890 | $6.42M | 0.00% | +35,602+31.2% | Added |
| Neuberger Berman Group LLC | 148,863 | $6.37M | 0.00% | +3,176+2.2% | Added |
| Pathway Financial Advisors LLC | 140,753 | $6.03M | 0.88% | 00.0% | Unchanged |
| Swiss National Bank | 130,200 | $5.57M | 0.00% | −1,000−0.8% | Reduced |
| Madison Asset Management, LLC | 125,782 | $5.38M | 0.06% | +32,758+35.2% | Added |
| Verition Fund Management LLC | 118,407 | $5.07M | 0.03% | +105,039+785.7% | Added |
| Harbor Capital Advisors, Inc. | 111,765 | $4.79M | 0.20% | +13,987+14.3% | Added |
| Otter Creek Advisors, LLC | 106,231 | $4.55M | 3.41% | +61,758+138.9% | Added |
| Millennium Management LLC | 103,906 | $4.45M | 0.00% | −150,828−59.2% | Reduced |
| Rhumbline Advisers | 102,355 | $4.38M | 0.00% | +9,195+9.9% | Added |
| First Trust Advisors LP | 95,983 | $4.11M | 0.00% | +32,629+51.5% | Added |
| Susquehanna International Group, LLP | 87,856 | $3.76M | 0.01% | +1,565+1.8% | Added |
| HB Wealth Management, LLC | 84,114 | $3.60M | 0.03% | −410.0% | Reduced |
| Aubrey Capital Management Ltd | 82,300 | $3.52M | 1.28% | +40,300+96.0% | Added |
| Alliancebernstein L.P. | 82,119 | $3.52M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 78,908 | $3.38M | 0.00% | +5,279+7.2% | Added |
| Legal & General Group Plc | 78,479 | $3.36M | 0.00% | +5,075+6.9% | Added |
| Comerica Bank | 77,279 | $3.31M | 0.01% | −1,832−2.3% | Reduced |
| Russell Investments Group, Ltd. | 68,636 | $2.94M | 0.00% | +6,661+10.7% | Added |
| TD Asset Management Inc | 68,002 | $2.91M | 0.00% | −98−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 62,011 | $2.65M | 0.01% | +5,368+9.5% | Added |
| California State Teachers Retirement System | 61,912 | $2.65M | 0.00% | +555+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,497 | $2.63M | 0.00% | +3,130+5.4% | Added |
| Price T Rowe Associates Inc | 58,713 | $2.51M | 0.00% | +5,570+10.5% | Added |
| Smith Chas P & Associates Pa Cpas | 57,260 | $2.45M | 0.14% | −12,080−17.4% | Reduced |
| Zions Bancorporation, National Association | 55,996 | $2.40M | 0.13% | −264−0.5% | Reduced |
| Sapient Capital LLC | 50,000 | $2.14M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 49,434 | $2.12M | 0.01% | +210+0.4% | Added |
| Deutsche Bank AG | 49,315 | $2.11M | 0.00% | −4,586−8.5% | Reduced |
| MetLife Investment Management | 41,947 | $1.80M | 0.01% | +2,417+6.1% | Added |
| Bessemer Group Inc | 41,805 | $1.79M | 0.00% | −1,260−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,537 | $1.65M | 0.00% | −1,629−4.1% | Reduced |
| Van Hulzen Asset Management, LLC | 37,579 | $1.61M | 0.13% | −15,275−28.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,539 | $1.61M | 0.00% | +6,100+19.4% | Added |
| Manufacturers Life Insurance Company, The | 36,719 | $1.57M | 0.00% | −369−1.0% | Reduced |
| HighTower Advisors, LLC | 36,536 | $1.56M | 0.00% | −5,073−12.2% | Reduced |
| King Luther Capital Management Corp | 36,212 | $1.55M | 0.01% | +1,443+4.2% | Added |
| Citigroup Inc | 32,151 | $1.38M | 0.00% | −20,897−39.4% | Reduced |
| Diversified Trust Co | 31,651 | $1.35M | 0.03% | +4,109+14.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,036 | $1.33M | 0.00% | +30.0% | Added |
| Laird Norton Trust Company, LLC | 30,780 | $1.32M | 0.18% | 00.0% | Unchanged |
| Assetmark, Inc | 28,404 | $1.22M | 0.00% | +27,434+2,828.2% | Added |