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.
Q2 2025 vs. Q1 2025
How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 221 | 1 | 226 | +6 |
| Shares | 72.6M | 97 | 76.8M | +4.19M (+5.8%) |
| Value | $3.25B | $4.33K | $3.29B | +$42.8M (+1.3%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (32)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
Sold out (26)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Boston Partners | 600,974 | $26.5M |
| Standard Life Aberdeen plc | 240,540 | $10.7M |
| Lighthouse Investment Partners, LLC | 70,140 | $3.13M |
| Franklin Resources Inc | 34,006 | $1.52M |
| Corebridge Financial, Inc. | 33,057 | $1.48M |
| Ameriprise Financial Inc | 9,807 | $438.3K |
| Defined Financial Planning LLC | 5,915 | $259.8K |
| EntryPoint Capital, LLC | 4,796 | $214.3K |
| XTX Topco Ltd | 4,502 | $201.2K |
| State of Wyoming | 3,716 | $166.1K |
| BI Asset Management Fondsmaeglerselskab A/S | 2,319 | $104.0K |
| Johnson Financial Group, Inc. | 1,510 | $67.5K |
| Continuum Advisory, LLC | 1,401 | $62.6K |
| Coldstream Capital Management Inc | 1,204 | $53.8K |
| TCTC Holdings, LLC | 410 | $18.3K |
| Quadrant Capital Group LLC | 315 | $14.1K |
| Mather Group, LLC. | 210 | $9.38K |
| Amundi | 49 | $2.21K |
| Boston Private Wealth LLC | 23 | $1.03K |
| Stephens Consulting, LLC | 20 | $894 |
| HWG Holdings LP | 19 | $849 |
| Bruce G. Allen Investments, LLC | 18 | $804 |
| CoreCap Advisors, LLC | 11 | $492 |
| JFS Wealth Advisors, LLC | 9 | $403 |
| Global Financial Private Client, LLC | 4 | $179 |
| Caitong International Asset Management Co., Ltd | 1 | $45 |
Not filed for Q2 2025 yet (1)
Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Lindbrook Capital, LLC | 97 | $4.33K |