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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $86 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 9 | $385 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 13 | $557 | 0.00% | −13−50.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 18 | $590 | 0.00% | +18 | New |
| Riggs Asset Managment Co. Inc. | 14 | $600 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $856 | 0.00% | +20 | New |
| Park Place Capital Corp | 27 | $1.12K | 0.00% | +27 | New |
| Larson Financial Group LLC | 29 | $1.24K | 0.00% | +29 | New |
| Arlington Trust Co LLC | 31 | $1.33K | 0.00% | +31 | New |
| NBC Securities, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Whittier Trust Co of Nevada Inc | 51 | $2.18K | 0.00% | +51 | New |
| Allworth Financial LP | 55 | $2.35K | 0.00% | +24+77.4% | Added |
| Cape Investment Advisory, Inc. | 55 | $2.35K | 0.00% | +55 | New |
| Signaturefd, LLC | 70 | $3.00K | 0.00% | −390−84.8% | Reduced |
| Parallel Advisors, LLC | 74 | $3.17K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 75 | $3.20K | 0.00% | +57+316.7% | Added |
| Global Retirement Partners, LLC | 75 | $3.21K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 105 | $4.50K | 0.00% | −1,673−94.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 124 | $5.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $5.99K | 0.00% | +20+16.7% | Added |
| Group One Trading, L.P. | 149 | $6.38K | 0.00% | −159−51.6% | Reduced |
| Kestra Investment Management, LLC | 146 | $6.39K | 0.00% | +73+100.0% | Added |
| Sterling Capital Management LLC | 170 | $7.28K | 0.00% | +99+139.4% | Added |
| Private Trust Co NA | 175 | $7.49K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 203 | $8.69K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 216 | $9.25K | 0.00% | +128+145.5% | Added |
| CWM, LLC | 242 | $10.0K | 0.00% | −43−15.1% | Reduced |
| Optiver Holding B.V. | 254 | $10.9K | 0.00% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 269 | $11.5K | 0.00% | +185+220.2% | Added |
| J.Safra Asset Management Corp | 296 | $12.7K | 0.00% | −133−31.0% | Reduced |
| GAMMA Investing LLC | 305 | $13.1K | 0.00% | −102−25.1% | Reduced |
| Skopos Labs, Inc. | 361 | $15.5K | 0.00% | +315+684.8% | Added |
| Umb Bank N A | 370 | $15.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 559 | $23.9K | 0.00% | +559 | New |
| Atwood & Palmer Inc | 559 | $23.9K | 0.00% | −21−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 659 | $28.2K | 0.00% | −191−22.5% | Reduced |
| MTM Investment Management, LLC | 700 | $30.0K | 0.01% | +700 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 752 | $32.0K | 0.00% | +752 | New |
| CIBC Private Wealth Group, LLC | 783 | $33.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 790 | $33.8K | 0.00% | +790 | New |
| TD Waterhouse Canada Inc. | 841 | $34.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 975 | $41.7K | 0.00% | −26,157−96.4% | Reduced |
| ZRC Wealth Management, LLC | 1,167 | $50.0K | 0.02% | +172+17.3% | Added |
| Jones Financial Companies LLLP | 1,300 | $55.5K | 0.00% | −95−6.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,344 | $57.5K | 0.00% | +1,344 | New |
| First Horizon Advisors, Inc. | 1,834 | $78.5K | 0.00% | +419+29.6% | Added |
| KBC Group NV | 2,111 | $90.0K | 0.00% | −1,564−42.6% | Reduced |
| Amalgamated Bank | 2,308 | $99.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,421 | $103.8K | 0.00% | +65+2.8% | Added |
| STRS Ohio | 2,500 | $107.0K | 0.00% | +900+56.3% | Added |
| Toth Financial Advisory Corp | 2,715 | $116.2K | 0.01% | −14,620−84.3% | Reduced |
| IFP Advisors, Inc | 2,823 | $127.6K | 0.00% | +2,748+3,664.0% | Added |
| Warren Averett Asset Management, LLC | 4,763 | $203.9K | 0.00% | +6+0.1% | Added |
| Core Wealth Advisors, Inc. | 4,915 | $210.4K | 0.06% | +405+9.0% | Added |
| Cetera Investment Advisers | 4,951 | $212.0K | 0.00% | +4,951 | New |
| Cyndeo Wealth Partners, LLC | 4,998 | $214.0K | 0.01% | +4,998 | New |
| Principal Financial Group Inc | 5,000 | $214.1K | 0.00% | −57,405−92.0% | Reduced |
| Flagship Harbor Advisors, LLC | 5,160 | $220.9K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,187 | $222.1K | 0.00% | +5,187 | New |
| Bank of Montreal | 5,202 | $222.7K | 0.00% | +5,202 | New |
| Brown Miller Wealth Management, LLC | 5,226 | $223.7K | 0.07% | −55−1.0% | Reduced |
| Park Avenue Securities LLC | 5,302 | $227.0K | 0.00% | +5,302 | New |
| MML Investors Services, LLC | 5,368 | $230.0K | 0.00% | +5,368 | New |
| Xponance, Inc. | 5,437 | $232.8K | 0.00% | +414+8.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,444 | $233.1K | 0.00% | −307−5.3% | Reduced |
| Moody National Bank Trust Division | 5,673 | $242.9K | 0.02% | +193+3.5% | Added |
| Heritage Family Offices, LLP | 5,446 | $245.7K | 0.12% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,779 | $247.4K | 0.01% | +5,779 | New |
| Cetera Trust Company, N.A | 6,025 | $257.9K | 0.15% | +555+10.1% | Added |
| US Bancorp | 6,055 | $259.2K | 0.00% | −1,282−17.5% | Reduced |
| Truist Financial Corp | 6,243 | $267.3K | 0.00% | −434−6.5% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $268.4K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,457 | $276.0K | 0.00% | −482−6.9% | Reduced |
| Snowden Capital Advisors LLC | 6,806 | $291.4K | 0.01% | +6,806 | New |
| Two Sigma Investments, LP | 6,875 | $294.3K | 0.00% | −6,456−48.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,179 | $307.3K | 0.01% | +206+3.0% | Added |
| Creative Planning | 7,583 | $324.6K | 0.00% | −1,881−19.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,643 | $327.2K | 0.11% | +7,643 | New |
| Quantbot Technologies LP | 7,905 | $338.4K | 0.01% | −5,435−40.7% | Reduced |
| Captrust Financial Advisors | 7,916 | $338.9K | 0.00% | +170+2.2% | Added |
| Verdence Capital Advisors LLC | 7,921 | $339.1K | 0.02% | +595+8.1% | Added |
| Raymond James Financial Inc | 7,934 | $339.7K | 0.00% | −50,144−86.3% | Reduced |
| Victory Capital Management Inc | 8,054 | $344.8K | 0.00% | −63−0.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $351.0K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 8,401 | $359.6K | 0.02% | −1,632−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $361.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 8,464 | $362.3K | 0.00% | +8,464 | New |
| Oppenheimer Asset Management Inc. | 8,577 | $367.2K | 0.00% | +8,577 | New |
| CIBC World Markets Corp | 8,663 | $370.9K | 0.00% | −6,310−42.1% | Reduced |
| Commerce Bank | 8,762 | $375.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,015 | $391.2K | 0.00% | +3,995+79.6% | Added |
| AQR Capital Management LLC | 9,263 | $396.5K | 0.00% | −1,497−13.9% | Reduced |
| Pictet Asset Management Holding SA | 9,368 | $401.0K | 0.00% | −134−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,610 | $411.4K | 0.01% | +7,111+284.6% | Added |
| Lido Advisors, LLC | 10,096 | $432.2K | 0.00% | 00.0% | Unchanged |