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 |
|---|---|---|---|---|---|
| Bank of America Corp | 686,728 | $29.4M | 0.00% | +41,303+6.4% | Added |
| Venator Management LLC | 773,695 | $33.1M | 8.56% | +18,850+2.5% | Added |
| Fiera Capital Corp | 778,940 | $33.3M | 0.11% | +778,940 | New |
| Northern Trust Corp | 780,177 | $33.4M | 0.00% | +15,470+2.0% | Added |
| Emerald Advisers, LLC | 806,290 | $34.5M | 1.27% | +61,669+8.3% | Added |
| Janus Henderson Group PLC | 809,947 | $34.7M | 0.02% | +35,295+4.6% | Added |
| Bank of New York Mellon Corp | 866,083 | $37.1M | 0.01% | +29,137+3.5% | Added |
| Royal Bank of Canada | 992,997 | $42.5M | 0.01% | +169,126+20.5% | Added |
| Capital World Investors | 1,009,949 | $43.2M | 0.01% | +1,009,949 | New |
| Loomis Sayles & Co L P | 1,091,493 | $46.7M | 0.06% | −26,446−2.4% | Reduced |
| Dimensional Fund Advisors LP | 1,096,679 | $46.9M | 0.01% | −12,387−1.1% | Reduced |
| Westfield Capital Management Co LP | 1,225,948 | $52.5M | 0.22% | +149,101+13.8% | Added |
| JPMorgan Chase & Co | 1,355,916 | $58.0M | 0.00% | −206,552−13.2% | Reduced |
| Geode Capital Management, LLC | 1,695,758 | $72.6M | 0.01% | +79,869+4.9% | Added |
| Westwood Holdings Group Inc. | 1,920,530 | $82.2M | 0.59% | +142,506+8.0% | Added |
| State Street Corp | 2,084,751 | $89.2M | 0.00% | −22,952−1.1% | Reduced |
| Macquarie Group Ltd | 2,532,401 | $108.4M | 0.13% | +30,168+1.2% | Added |
| Bamco Inc | 3,010,000 | $128.9M | 0.35% | 00.0% | Unchanged |
| Capital International Investors | 3,145,429 | $134.7M | 0.02% | +590,221+23.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,236,265 | $138.5M | 0.09% | +3,744+0.1% | Added |
| Champlain Investment Partners, LLC | 3,256,446 | $139.4M | 0.97% | +609,171+23.0% | Added |
| Capital Research Global Investors | 4,513,250 | $193.2M | 0.04% | +1,966,981+77.2% | Added |
| BlackRock, Inc. | 5,184,604 | $222.0M | 0.00% | +121,290+2.4% | Added |
| William Blair Investment Management, LLC | 5,402,750 | $231.3M | 0.61% | −159,720−2.9% | Reduced |
| Vanguard Group Inc | 6,625,785 | $283.6M | 0.00% | +82,681+1.3% | Added |
| FMR LLC | 8,153,709 | $349.1M | 0.02% | −482,866−5.6% | Reduced |
| Boston Partners | 0 | $0 | 0.00% | −600,974−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −240,540−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,140−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −34,006−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −33,057−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −9,807−100.0% | Sold out |
| Defined Financial Planning LLC | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |