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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 27,610 | $1.18M | 0.01% | −714−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 27,198 | $1.16M | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 27,000 | $1.16M | 0.14% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,722 | $1.02M | 0.00% | +616+2.7% | Added |
| Stifel Financial Corp | 23,424 | $1.00M | 0.00% | +15,156+183.3% | Added |
| Brinker Capital Investments, LLC | 22,455 | $961.3K | 0.01% | +22,455 | New |
| Henshaw Capital LLC | 21,028 | $900.2K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 20,452 | $877.0K | 0.00% | +2,025+11.0% | Added |
| Holocene Advisors, LP | 20,362 | $871.7K | 0.00% | +14,794+265.7% | Added |
| Arizona State Retirement System | 19,860 | $850.2K | 0.00% | +506+2.6% | Added |
| Voya Investment Management LLC | 19,219 | $822.8K | 0.00% | +1,050+5.8% | Added |
| Washington Trust Bank | 18,839 | $806.5K | 0.07% | +1,462+8.4% | Added |
| Winton Group Ltd | 17,908 | $766.6K | 0.04% | +17,908 | New |
| State Board of Administration of Florida Retirement System | 17,199 | $736.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 16,701 | $715.0K | 0.05% | −12−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,943 | $682.5K | 0.01% | +1,253+8.5% | Added |
| Handelsbanken Fonder AB | 14,700 | $629.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,600 | $625.0K | 0.00% | +1,400+10.6% | Added |
| ProShare Advisors LLC | 14,419 | $617.3K | 0.00% | −190−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13,529 | $579.2K | 0.00% | +504+3.9% | Added |
| Quadrant Private Wealth Management, LLC | 12,870 | $551.0K | 0.11% | +12,870 | New |
| Advisory Services Network, LLC | 14,379 | $529.7K | 0.01% | +1,277+9.7% | Added |
| First National Bank of Omaha | 12,372 | $529.6K | 0.03% | −310−2.4% | Reduced |
| Mariner, LLC | 11,905 | $509.7K | 0.00% | +2,462+26.1% | Added |
| GWM Advisors LLC | 11,075 | $474.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,341 | $442.7K | 0.00% | +470+4.8% | Added |
| Lido Advisors, LLC | 10,096 | $432.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,610 | $411.4K | 0.01% | +7,111+284.6% | Added |
| Pictet Asset Management Holding SA | 9,368 | $401.0K | 0.00% | −134−1.4% | Reduced |
| AQR Capital Management LLC | 9,263 | $396.5K | 0.00% | −1,497−13.9% | Reduced |
| Prudential Financial Inc | 9,015 | $391.2K | 0.00% | +3,995+79.6% | Added |
| Commerce Bank | 8,762 | $375.1K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,663 | $370.9K | 0.00% | −6,310−42.1% | Reduced |
| Oppenheimer Asset Management Inc. | 8,577 | $367.2K | 0.00% | +8,577 | New |
| Panagora Asset Management Inc | 8,464 | $362.3K | 0.00% | +8,464 | New |
| Public Employees Retirement Association of Colorado | 8,429 | $361.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 8,401 | $359.6K | 0.02% | −1,632−16.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $351.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,054 | $344.8K | 0.00% | −63−0.8% | Reduced |
| Raymond James Financial Inc | 7,934 | $339.7K | 0.00% | −50,144−86.3% | Reduced |
| Verdence Capital Advisors LLC | 7,921 | $339.1K | 0.02% | +595+8.1% | Added |
| Captrust Financial Advisors | 7,916 | $338.9K | 0.00% | +170+2.2% | Added |
| Quantbot Technologies LP | 7,905 | $338.4K | 0.01% | −5,435−40.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,643 | $327.2K | 0.11% | +7,643 | New |
| Creative Planning | 7,583 | $324.6K | 0.00% | −1,881−19.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,179 | $307.3K | 0.01% | +206+3.0% | Added |
| Two Sigma Investments, LP | 6,875 | $294.3K | 0.00% | −6,456−48.4% | Reduced |
| Snowden Capital Advisors LLC | 6,806 | $291.4K | 0.01% | +6,806 | New |
| Janney Montgomery Scott LLC | 6,457 | $276.0K | 0.00% | −482−6.9% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $268.4K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 6,243 | $267.3K | 0.00% | −434−6.5% | Reduced |
| US Bancorp | 6,055 | $259.2K | 0.00% | −1,282−17.5% | Reduced |
| Cetera Trust Company, N.A | 6,025 | $257.9K | 0.15% | +555+10.1% | Added |
| ZWJ Investment Counsel Inc | 5,779 | $247.4K | 0.01% | +5,779 | New |
| Heritage Family Offices, LLP | 5,446 | $245.7K | 0.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,673 | $242.9K | 0.02% | +193+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,444 | $233.1K | 0.00% | −307−5.3% | Reduced |
| Xponance, Inc. | 5,437 | $232.8K | 0.00% | +414+8.2% | Added |
| MML Investors Services, LLC | 5,368 | $230.0K | 0.00% | +5,368 | New |
| Park Avenue Securities LLC | 5,302 | $227.0K | 0.00% | +5,302 | New |
| Brown Miller Wealth Management, LLC | 5,226 | $223.7K | 0.07% | −55−1.0% | Reduced |
| Bank of Montreal | 5,202 | $222.7K | 0.00% | +5,202 | New |
| Jefferies Financial Group Inc. | 5,187 | $222.1K | 0.00% | +5,187 | New |
| Flagship Harbor Advisors, LLC | 5,160 | $220.9K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,000 | $214.1K | 0.00% | −57,405−92.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,998 | $214.0K | 0.01% | +4,998 | New |
| Cetera Investment Advisers | 4,951 | $212.0K | 0.00% | +4,951 | New |
| Core Wealth Advisors, Inc. | 4,915 | $210.4K | 0.06% | +405+9.0% | Added |
| Warren Averett Asset Management, LLC | 4,763 | $203.9K | 0.00% | +6+0.1% | Added |
| IFP Advisors, Inc | 2,823 | $127.6K | 0.00% | +2,748+3,664.0% | Added |
| Toth Financial Advisory Corp | 2,715 | $116.2K | 0.01% | −14,620−84.3% | Reduced |
| STRS Ohio | 2,500 | $107.0K | 0.00% | +900+56.3% | Added |
| Advisor Group Holdings, Inc. | 2,421 | $103.8K | 0.00% | +65+2.8% | Added |
| Amalgamated Bank | 2,308 | $99.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,111 | $90.0K | 0.00% | −1,564−42.6% | Reduced |
| First Horizon Advisors, Inc. | 1,834 | $78.5K | 0.00% | +419+29.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,344 | $57.5K | 0.00% | +1,344 | New |
| Jones Financial Companies LLLP | 1,300 | $55.5K | 0.00% | −95−6.8% | Reduced |
| ZRC Wealth Management, LLC | 1,167 | $50.0K | 0.02% | +172+17.3% | Added |
| Aquatic Capital Management LLC | 975 | $41.7K | 0.00% | −26,157−96.4% | Reduced |
| TD Waterhouse Canada Inc. | 841 | $34.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 790 | $33.8K | 0.00% | +790 | New |
| CIBC Private Wealth Group, LLC | 783 | $33.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 752 | $32.0K | 0.00% | +752 | New |
| MTM Investment Management, LLC | 700 | $30.0K | 0.01% | +700 | New |
| Nisa Investment Advisors, LLC | 659 | $28.2K | 0.00% | −191−22.5% | Reduced |
| Atwood & Palmer Inc | 559 | $23.9K | 0.00% | −21−3.6% | Reduced |
| Quest Partners LLC | 559 | $23.9K | 0.00% | +559 | New |
| Northwestern Mutual Wealth Management Co | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 370 | $15.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 361 | $15.5K | 0.00% | +315+684.8% | Added |
| GAMMA Investing LLC | 305 | $13.1K | 0.00% | −102−25.1% | Reduced |
| J.Safra Asset Management Corp | 296 | $12.7K | 0.00% | −133−31.0% | Reduced |
| EverSource Wealth Advisors, LLC | 269 | $11.5K | 0.00% | +185+220.2% | Added |
| Optiver Holding B.V. | 254 | $10.9K | 0.00% | +1+0.4% | Added |
| CWM, LLC | 242 | $10.0K | 0.00% | −43−15.1% | Reduced |
| Principal Securities, Inc. | 216 | $9.25K | 0.00% | +128+145.5% | Added |
| Rise Advisors, LLC | 203 | $8.69K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $7.49K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 170 | $7.28K | 0.00% | +99+139.4% | Added |