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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 10,341 | $442.7K | 0.00% | +470+4.8% | Added |
| GWM Advisors LLC | 11,075 | $474.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,905 | $509.7K | 0.00% | +2,462+26.1% | Added |
| First National Bank of Omaha | 12,372 | $529.6K | 0.03% | −310−2.4% | Reduced |
| Advisory Services Network, LLC | 14,379 | $529.7K | 0.01% | +1,277+9.7% | Added |
| Quadrant Private Wealth Management, LLC | 12,870 | $551.0K | 0.11% | +12,870 | New |
| The PNC Financial Services Group, Inc. | 13,529 | $579.2K | 0.00% | +504+3.9% | Added |
| ProShare Advisors LLC | 14,419 | $617.3K | 0.00% | −190−1.3% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $625.0K | 0.00% | +1,400+10.6% | Added |
| Handelsbanken Fonder AB | 14,700 | $629.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,943 | $682.5K | 0.01% | +1,253+8.5% | Added |
| Cornerstone Wealth Group, LLC | 16,701 | $715.0K | 0.05% | −12−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $736.3K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 17,908 | $766.6K | 0.04% | +17,908 | New |
| Washington Trust Bank | 18,839 | $806.5K | 0.07% | +1,462+8.4% | Added |
| Voya Investment Management LLC | 19,219 | $822.8K | 0.00% | +1,050+5.8% | Added |
| Arizona State Retirement System | 19,860 | $850.2K | 0.00% | +506+2.6% | Added |
| Holocene Advisors, LP | 20,362 | $871.7K | 0.00% | +14,794+265.7% | Added |
| Great West Life Assurance Co | 20,452 | $877.0K | 0.00% | +2,025+11.0% | Added |
| Henshaw Capital LLC | 21,028 | $900.2K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 22,455 | $961.3K | 0.01% | +22,455 | New |
| Stifel Financial Corp | 23,424 | $1.00M | 0.00% | +15,156+183.3% | Added |
| Natixis Advisors, L.P. | 23,722 | $1.02M | 0.00% | +616+2.7% | Added |
| Red Door Wealth Management, LLC | 27,000 | $1.16M | 0.14% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 27,198 | $1.16M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 27,610 | $1.18M | 0.01% | −714−2.5% | Reduced |
| Assetmark, Inc | 28,404 | $1.22M | 0.00% | +27,434+2,828.2% | Added |
| Laird Norton Trust Company, LLC | 30,780 | $1.32M | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,036 | $1.33M | 0.00% | +30.0% | Added |
| Diversified Trust Co | 31,651 | $1.35M | 0.03% | +4,109+14.9% | Added |
| Citigroup Inc | 32,151 | $1.38M | 0.00% | −20,897−39.4% | Reduced |
| King Luther Capital Management Corp | 36,212 | $1.55M | 0.01% | +1,443+4.2% | Added |
| HighTower Advisors, LLC | 36,536 | $1.56M | 0.00% | −5,073−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 36,719 | $1.57M | 0.00% | −369−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,539 | $1.61M | 0.00% | +6,100+19.4% | Added |
| Van Hulzen Asset Management, LLC | 37,579 | $1.61M | 0.13% | −15,275−28.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,537 | $1.65M | 0.00% | −1,629−4.1% | Reduced |
| Bessemer Group Inc | 41,805 | $1.79M | 0.00% | −1,260−2.9% | Reduced |
| MetLife Investment Management | 41,947 | $1.80M | 0.01% | +2,417+6.1% | Added |
| Deutsche Bank AG | 49,315 | $2.11M | 0.00% | −4,586−8.5% | Reduced |
| State of New Jersey Common Pension Fund D | 49,434 | $2.12M | 0.01% | +210+0.4% | Added |
| Sapient Capital LLC | 50,000 | $2.14M | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 55,996 | $2.40M | 0.13% | −264−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 57,260 | $2.45M | 0.14% | −12,080−17.4% | Reduced |
| Price T Rowe Associates Inc | 58,713 | $2.51M | 0.00% | +5,570+10.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,497 | $2.63M | 0.00% | +3,130+5.4% | Added |
| California State Teachers Retirement System | 61,912 | $2.65M | 0.00% | +555+0.9% | Added |
| Public Employees Retirement System of Ohio | 62,011 | $2.65M | 0.01% | +5,368+9.5% | Added |
| TD Asset Management Inc | 68,002 | $2.91M | 0.00% | −98−0.1% | Reduced |
| Russell Investments Group, Ltd. | 68,636 | $2.94M | 0.00% | +6,661+10.7% | Added |
| Comerica Bank | 77,279 | $3.31M | 0.01% | −1,832−2.3% | Reduced |
| Legal & General Group Plc | 78,479 | $3.36M | 0.00% | +5,075+6.9% | Added |
| LPL Financial LLC | 78,908 | $3.38M | 0.00% | +5,279+7.2% | Added |
| Alliancebernstein L.P. | 82,119 | $3.52M | 0.00% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 82,300 | $3.52M | 1.28% | +40,300+96.0% | Added |
| HB Wealth Management, LLC | 84,114 | $3.60M | 0.03% | −410.0% | Reduced |
| Susquehanna International Group, LLP | 87,856 | $3.76M | 0.01% | +1,565+1.8% | Added |
| First Trust Advisors LP | 95,983 | $4.11M | 0.00% | +32,629+51.5% | Added |
| Rhumbline Advisers | 102,355 | $4.38M | 0.00% | +9,195+9.9% | Added |
| Millennium Management LLC | 103,906 | $4.45M | 0.00% | −150,828−59.2% | Reduced |
| Otter Creek Advisors, LLC | 106,231 | $4.55M | 3.41% | +61,758+138.9% | Added |
| Harbor Capital Advisors, Inc. | 111,765 | $4.79M | 0.20% | +13,987+14.3% | Added |
| Verition Fund Management LLC | 118,407 | $5.07M | 0.03% | +105,039+785.7% | Added |
| Madison Asset Management, LLC | 125,782 | $5.38M | 0.06% | +32,758+35.2% | Added |
| Swiss National Bank | 130,200 | $5.57M | 0.00% | −1,000−0.8% | Reduced |
| Pathway Financial Advisors LLC | 140,753 | $6.03M | 0.88% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 148,863 | $6.37M | 0.00% | +3,176+2.2% | Added |
| Barclays PLC | 149,890 | $6.42M | 0.00% | +35,602+31.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 164,778 | $6.66M | 0.01% | +55,326+50.5% | Added |
| Wells Fargo & Company | 156,698 | $6.71M | 0.00% | +79,448+102.8% | Added |
| American Century Companies Inc | 158,763 | $6.80M | 0.00% | −292,597−64.8% | Reduced |
| Summit Creek Advisors LLC | 173,747 | $7.44M | 1.04% | −7,395−4.1% | Reduced |
| MAI Capital Management | 175,582 | $7.52M | 0.05% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 179,519 | $7.69M | 0.15% | −61,020−25.4% | Reduced |
| Nicholas Company, Inc. | 185,025 | $7.92M | 0.13% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 201,557 | $8.63M | 0.00% | +91,991+84.0% | Added |
| Nuveen, LLC | 241,301 | $10.3M | 0.00% | −27,923−10.4% | Reduced |
| Select Equity Group, L.P. | 242,910 | $10.4M | 0.04% | +81,684+50.7% | Added |
| D. E. Shaw & Co., Inc. | 249,216 | $10.7M | 0.01% | +29,987+13.7% | Added |
| New York State Common Retirement Fund | 257,384 | $11.0M | 0.01% | +208,137+422.6% | Added |
| CI Private Wealth, LLC | 269,848 | $11.6M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 271,030 | $11.6M | 0.00% | −108,571−28.6% | Reduced |
| Morgan Stanley | 275,359 | $11.8M | 0.00% | −784−0.3% | Reduced |
| SEI Investments Co | 276,309 | $11.8M | 0.01% | +35,057+14.5% | Added |
| UBS Asset Management Americas Inc | 284,668 | $12.2M | 0.00% | +95,025+50.1% | Added |
| Kennedy Capital Management, Inc. | 299,553 | $12.8M | 0.31% | −15,656−5.0% | Reduced |
| Toroso Investments, LLC | 306,442 | $13.1M | 0.09% | +18,120+6.3% | Added |
| Peregrine Capital Management LLC | 311,148 | $13.3M | 0.40% | −118,336−27.6% | Reduced |
| UBS Group AG | 321,012 | $13.7M | 0.00% | −36,212−10.1% | Reduced |
| Granite Investment Partners, LLC | 345,079 | $14.8M | 0.72% | +62,173+22.0% | Added |
| Fenimore Asset Management Inc | 351,403 | $15.0M | 0.30% | +10,676+3.1% | Added |
| State of Wisconsin Investment Board | 366,862 | $15.7M | 0.04% | +616+0.2% | Added |
| Confluence Investment Management LLC | 413,228 | $17.7M | 0.25% | −9,814−2.3% | Reduced |
| Tributary Capital Management, LLC | 423,605 | $18.1M | 1.61% | −31,919−7.0% | Reduced |
| Aristotle Capital Boston, LLC | 427,025 | $18.3M | 0.93% | +4,155+1.0% | Added |
| Emerald Mutual Fund Advisers Trust | 472,351 | $20.2M | 1.23% | +18,211+4.0% | Added |
| Invesco Ltd. | 486,350 | $20.8M | 0.00% | −70,425−12.6% | Reduced |
| Rockefeller Capital Management L.P. | 525,407 | $22.5M | 0.05% | −14,441−2.7% | Reduced |
| GW&K Investment Management, LLC | 573,524 | $24.6M | 0.22% | −51,076−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 586,904 | $25.1M | 0.00% | +37,436+6.8% | Added |