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, Q3 2025
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 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
- 213
- −11 vs. Q2 2025
- Shares held
- 79.2M
- +2.43M (+3.2%) vs. Q2 2025
- Total value
- $2.24B
- −$1.05B (−32.0%) vs. Q2 2025
- New holders
- 31
- 70 more added
- Sold out
- 42
- 75 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,755,244 | $303.4M | 0.02% | +2,601,535+31.9% | Added |
| Vanguard Group Inc | 6,564,633 | $185.2M | 0.00% | −61,152−0.9% | Reduced |
| BlackRock, Inc. | 5,172,775 | $145.9M | 0.00% | −11,829−0.2% | Reduced |
| William Blair Investment Management, LLC | 5,104,695 | $144.0M | 0.37% | −298,055−5.5% | Reduced |
| Capital Research Global Investors | 4,513,250 | $127.3M | 0.02% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 3,915,879 | $110.5M | 0.83% | +659,433+20.3% | Added |
| Capital International Investors | 3,145,429 | $88.7M | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 3,010,203 | $84.9M | 0.23% | +2030.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,001,010 | $84.7M | 0.05% | −235,255−7.3% | Reduced |
| Westwood Holdings Group Inc. | 2,489,064 | $70.2M | 0.50% | +568,534+29.6% | Added |
| Bank of New York Mellon Corp | 2,293,951 | $64.7M | 0.01% | +1,427,868+164.9% | Added |
| Macquarie Group Ltd | 2,162,471 | $61.0M | 0.07% | −369,930−14.6% | Reduced |
| State Street Corp | 2,116,651 | $59.7M | 0.00% | +31,900+1.5% | Added |
| Geode Capital Management, LLC | 1,709,777 | $48.2M | 0.00% | +14,019+0.8% | Added |
| JPMorgan Chase & Co | 1,514,115 | $42.7M | 0.00% | +158,199+11.7% | Added |
| Capital World Investors | 1,259,949 | $35.5M | 0.00% | +250,000+24.8% | Added |
| Dimensional Fund Advisors LP | 1,098,826 | $31.0M | 0.01% | +2,147+0.2% | Added |
| Westfield Capital Management Co LP | 1,071,136 | $30.2M | 0.13% | −154,812−12.6% | Reduced |
| Royal Bank of Canada | 993,743 | $28.0M | 0.00% | +746+0.1% | Added |
| Janus Henderson Group PLC | 805,218 | $22.7M | 0.01% | −4,729−0.6% | Reduced |
| Venator Management LLC | 773,695 | $21.8M | 5.20% | 00.0% | Unchanged |
| Fiera Capital Corp | 759,220 | $21.4M | 0.07% | −19,720−2.5% | Reduced |
| Aristotle Capital Boston, LLC | 655,965 | $18.5M | 0.95% | +228,940+53.6% | Added |
| Northern Trust Corp | 644,697 | $18.2M | 0.00% | −135,480−17.4% | Reduced |
| Kennedy Capital Management, Inc. | 598,238 | $16.9M | 0.37% | +298,685+99.7% | Added |
| Charles Schwab Investment Management Inc | 596,813 | $16.8M | 0.00% | +9,909+1.7% | Added |
| Bank of America Corp | 584,238 | $16.5M | 0.00% | −102,490−14.9% | Reduced |
| Rockefeller Capital Management L.P. | 534,705 | $15.1M | 0.03% | +9,298+1.8% | Added |
| Fenimore Asset Management Inc | 507,057 | $14.3M | 0.29% | +155,654+44.3% | Added |
| Invesco Ltd. | 502,839 | $14.2M | 0.00% | +16,489+3.4% | Added |
| Ameriprise Financial Inc | 502,562 | $14.2M | 0.00% | +502,562 | New |
| UBS Group AG | 480,321 | $13.5M | 0.00% | +159,309+49.6% | Added |
| Tributary Capital Management, LLC | 407,726 | $11.5M | 1.04% | −15,879−3.7% | Reduced |
| Confluence Investment Management LLC | 406,113 | $11.5M | 0.16% | −7,115−1.7% | Reduced |
| SEI Investments Co | 403,498 | $11.4M | 0.01% | +127,189+46.0% | Added |
| State of Wisconsin Investment Board | 363,339 | $10.2M | 0.02% | −3,523−1.0% | Reduced |
| American Century Companies Inc | 345,745 | $9.75M | 0.00% | +186,982+117.8% | Added |
| Toroso Investments, LLC | 303,686 | $8.57M | 0.04% | −2,756−0.9% | Reduced |
| Artemis Investment Management LLP | 257,664 | $7.27M | 0.09% | +257,664 | New |
| Goldman Sachs Group Inc | 253,196 | $7.14M | 0.00% | −17,834−6.6% | Reduced |
| Nuveen, LLC | 238,980 | $6.74M | 0.00% | −2,321−1.0% | Reduced |
| Peregrine Capital Management LLC | 228,120 | $6.44M | 0.19% | −83,028−26.7% | Reduced |
| Morgan Stanley | 224,822 | $6.34M | 0.00% | −50,537−18.4% | Reduced |
| Select Equity Group, L.P. | 220,141 | $6.21M | 0.03% | −22,769−9.4% | Reduced |
| New York State Common Retirement Fund | 219,810 | $6.20M | 0.01% | −37,574−14.6% | Reduced |
| Emerald Advisers, LLC | 195,520 | $5.52M | 0.18% | −610,770−75.8% | Reduced |
| UBS Asset Management Americas Inc | 186,305 | $5.26M | 0.00% | −98,363−34.6% | Reduced |
| Nicholas Company, Inc. | 184,940 | $5.22M | 0.09% | −850.0% | Reduced |
| Envestnet Asset Management Inc | 181,166 | $5.11M | 0.00% | −20,391−10.1% | Reduced |
| Kornitzer Capital Management Inc | 179,519 | $5.06M | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 178,832 | $5.04M | 0.03% | +3,250+1.9% | Added |
| Summit Creek Advisors LLC | 168,444 | $4.75M | 0.69% | −5,303−3.1% | Reduced |
| Wells Fargo & Company | 158,880 | $4.48M | 0.00% | +2,182+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,742 | $4.48M | 0.01% | −10,036−6.1% | Reduced |
| Swiss National Bank | 137,000 | $3.86M | 0.00% | +6,800+5.2% | Added |
| Otter Creek Advisors, LLC | 130,677 | $3.69M | 3.66% | +24,446+23.0% | Added |
| Pathway Financial Advisors LLC | 128,718 | $3.63M | 0.48% | −12,035−8.6% | Reduced |
| Point72 Asset Management, L.P. | 111,883 | $3.16M | 0.01% | +111,883 | New |
| Lighthouse Investment Partners, LLC | 107,788 | $3.04M | 0.11% | +107,788 | New |
| Madison Asset Management, LLC | 104,951 | $2.96M | 0.03% | −20,831−16.6% | Reduced |
| Barclays PLC | 100,641 | $2.84M | 0.00% | −49,249−32.9% | Reduced |
| Rhumbline Advisers | 99,472 | $2.81M | 0.00% | −2,883−2.8% | Reduced |
| Laird Norton Trust Company, LLC | 97,972 | $2.76M | 0.47% | +67,192+218.3% | Added |
| HB Wealth Management, LLC | 92,747 | $2.62M | 0.02% | +8,633+10.3% | Added |
| Public Employees Retirement System of Ohio | 90,630 | $2.56M | 0.01% | +28,619+46.2% | Added |
| Russell Investments Group, Ltd. | 84,967 | $2.40M | 0.00% | +16,331+23.8% | Added |
| Alliancebernstein L.P. | 82,834 | $2.34M | 0.00% | +715+0.9% | Added |
| Legal & General Group Plc | 72,165 | $2.04M | 0.00% | −6,314−8.0% | Reduced |
| Comerica Bank | 71,568 | $2.02M | 0.01% | −5,711−7.4% | Reduced |
| Verition Fund Management LLC | 69,194 | $1.95M | 0.01% | −49,213−41.6% | Reduced |
| LPL Financial LLC | 69,014 | $1.95M | 0.00% | −9,894−12.5% | Reduced |
| California State Teachers Retirement System | 66,493 | $1.88M | 0.00% | +4,581+7.4% | Added |
| TD Asset Management Inc | 63,868 | $1.80M | 0.00% | −4,134−6.1% | Reduced |
| Price T Rowe Associates Inc | 63,426 | $1.79M | 0.00% | +4,713+8.0% | Added |
| State of New Jersey Common Pension Fund D | 62,359 | $1.76M | 0.01% | +12,925+26.1% | Added |
| Deutsche Bank AG | 58,028 | $1.64M | 0.00% | +8,713+17.7% | Added |
| First Trust Advisors LP | 57,752 | $1.63M | 0.00% | −38,231−39.8% | Reduced |
| Holocene Advisors, LP | 57,563 | $1.62M | 0.00% | +37,201+182.7% | Added |
| Smith Chas P & Associates Pa Cpas | 57,260 | $1.62M | 0.14% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,060 | $1.61M | 0.00% | −4,437−7.2% | Reduced |
| Millennium Management LLC | 56,118 | $1.58M | 0.00% | −47,788−46.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 52,120 | $1.47M | 0.08% | −420,231−89.0% | Reduced |
| Dark Forest Capital Management LP | 52,050 | $1.47M | 0.06% | +52,050 | New |
| Harbor Capital Advisors, Inc. | 50,396 | $1.42M | 0.11% | −61,369−54.9% | Reduced |
| Sapient Capital LLC | 50,000 | $1.40M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 49,428 | $1.39M | 0.00% | −220,420−81.7% | Reduced |
| Jane Street Group, LLC | 49,042 | $1.38M | 0.00% | +49,042 | New |
| Zions Bancorporation, National Association | 48,770 | $1.38M | 0.07% | −7,226−12.9% | Reduced |
| Federated Hermes, Inc. | 43,849 | $1.24M | 0.00% | +43,849 | New |
| Diversified Trust Co | 42,640 | $1.20M | 0.02% | +10,989+34.7% | Added |
| MetLife Investment Management | 41,947 | $1.18M | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 41,805 | $1.18M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,339 | $1.17M | 0.00% | +3,800+10.1% | Added |
| D. E. Shaw & Co., Inc. | 41,319 | $1.17M | 0.00% | −207,897−83.4% | Reduced |
| Van Hulzen Asset Management, LLC | 36,719 | $1.04M | 0.08% | −860−2.3% | Reduced |
| Magnetar Financial LLC | 35,102 | $990.2K | 0.01% | +35,102 | New |
| Manufacturers Life Insurance Company, The | 34,273 | $966.8K | 0.00% | −2,446−6.7% | Reduced |
| Natixis | 34,000 | $959.1K | 0.01% | +34,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,667 | $921.5K | 0.00% | −5,870−15.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,834 | $870.0K | 0.00% | −202−0.7% | Reduced |