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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.

Q3 2025 vs. Q2 2025

How the institutions holding Baldwin Insurance Group, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of BWIN: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2262213−11
Shares76.8M10.5K79.2M+2.43M (+3.2%)
Value$3.29B$449.4K$2.24B−$1.05B (−32.0%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to BWIN in Q3 2025
InstitutionSharesValue% of portfolio
Ameriprise Financial Inc502,562$14.2M0.00%
Artemis Investment Management LLP257,664$7.27M0.09%
Point72 Asset Management, L.P.111,883$3.16M0.01%
Lighthouse Investment Partners, LLC107,788$3.04M0.11%
Dark Forest Capital Management LP52,050$1.47M0.06%
Jane Street Group, LLC49,042$1.38M0.00%
Federated Hermes, Inc.43,849$1.24M0.00%
Magnetar Financial LLC35,102$990.2K0.01%
Natixis34,000$959.1K0.01%
Blair William & Co30,044$847.5K0.00%
Entrewealth, LLC28,786$812.1K0.42%
Austin Wealth Management, LLC28,786$678.2K0.11%
Freestone Grove Partners LP17,087$482.0K0.00%
Numerai GP LLC14,518$409.6K0.06%
Elo Mutual Pension Insurance Co12,271$346.2K0.01%
SummitTX Capital, L.P.9,510$268.3K0.01%
Yarbrough Capital, LLC8,780$247.7K0.01%
Quantinno Capital Management LP8,581$242.1K0.00%
CIBC Bancorp USA Inc.7,495$211.4K0.00%
Caitong International Asset Management Co., Ltd1,395$39.4K0.03%
Simplex Trading, LLC1,263$35.0K0.00%
Point72 Asia (Singapore) Pte. Ltd.665$18.8K0.00%
First Horizon Corp532$15.0K0.00%
Aster Capital Management (DIFC) Ltd516$14.6K0.01%
Point72 (DIFC) Ltd354$9.99K0.00%
Point72 Hong Kong Ltd316$8.91K0.00%
Quadrant Capital Group LLC149$4.20K0.00%
Hantz Financial Services, Inc.114$3.00K0.00%
Fifth Third Bancorp35$9870.00%
Versant Capital Management, Inc13$3670.00%
SBI Securities Co., Ltd.3$850.00%

Sold out (42)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BWIN in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Loomis Sayles & Co L P1,091,493$46.7M
Granite Investment Partners, LLC345,079$14.8M
Neuberger Berman Group LLC148,863$6.37M
Susquehanna International Group, LLP87,856$3.76M
Aubrey Capital Management Ltd82,300$3.52M
Winton Group Ltd17,908$766.6K
AQR Capital Management LLC9,263$396.5K
Commerce Bank8,762$375.1K
Raymond James Financial Inc7,934$339.7K
Verdence Capital Advisors LLC7,921$339.1K
Two Sigma Investments, LP6,875$294.3K
Snowden Capital Advisors LLC6,806$291.4K
Janney Montgomery Scott LLC6,457$276.0K
Truist Financial Corp6,243$267.3K
ZWJ Investment Counsel Inc5,779$247.4K
Heritage Family Offices, LLP5,446$245.7K
Moody National Bank Trust Division5,673$242.9K
Envestnet Portfolio Solutions, Inc.5,444$233.1K
Xponance, Inc.5,437$232.8K
MML Investors Services, LLC5,368$230.0K
Park Avenue Securities LLC5,302$227.0K
Brown Miller Wealth Management, LLC5,226$223.7K
Jefferies Financial Group Inc.5,187$222.1K
Flagship Harbor Advisors, LLC5,160$220.9K
Principal Financial Group Inc5,000$214.1K
Cyndeo Wealth Partners, LLC4,998$214.0K
Cetera Investment Advisers4,951$212.0K
Core Wealth Advisors, Inc.4,915$210.4K
Warren Averett Asset Management, LLC4,763$203.9K
Toth Financial Advisory Corp2,715$116.2K
STRS Ohio2,500$107.0K
Mount Yale Investment Advisors, LLC1,344$57.5K
Aquatic Capital Management LLC975$41.7K
Skopos Labs, Inc.361$15.5K
Kestra Investment Management, LLC146$6.39K
Group One Trading, L.P.149$6.38K
Parkside Financial Bank & Trust105$4.50K
NBC Securities, Inc.47$2.00K
Riggs Asset Managment Co. Inc.14$600
Twin Peaks Wealth Advisors, LLC18$590
SJS Investment Consulting Inc.2$86
Hemington Wealth Management3$0

Not filed for Q3 2025 yet (2)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
CIBC World Markets Corp8,663$370.9K
First Horizon Advisors, Inc.1,834$78.5K