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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $85 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 13 | $367 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 18 | $502 | 0.00% | −57−76.0% | Reduced |
| Fortitude Family Office, LLC | 20 | $564 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $762 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 31 | $875 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $987 | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 42 | $1.19K | 0.00% | −227−84.4% | Reduced |
| J.Safra Asset Management Corp | 52 | $1.47K | 0.00% | −244−82.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 51 | $1.47K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 54 | $1.52K | 0.00% | +45+500.0% | Added |
| Rothschild Investment LLC | 55 | $1.55K | 0.00% | −85−60.7% | Reduced |
| Cape Investment Advisory, Inc. | 55 | $1.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $1.86K | 0.00% | +64+3,200.0% | Added |
| Parallel Advisors, LLC | 74 | $2.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $2.12K | 0.00% | +62+476.9% | Added |
| Huntington National Bank | 89 | $2.51K | 0.00% | +88+8,800.0% | Added |
| Global Retirement Partners, LLC | 99 | $2.79K | 0.00% | +24+32.0% | Added |
| Hantz Financial Services, Inc. | 114 | $3.00K | 0.00% | +114 | New |
| Allworth Financial LP | 109 | $3.08K | 0.00% | +54+98.2% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 149 | $4.20K | 0.00% | +149 | New |
| Larson Financial Group LLC | 158 | $4.46K | 0.00% | +129+444.8% | Added |
| Sterling Capital Management LLC | 170 | $4.80K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 203 | $5.73K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.35K | 0.00% | +9+4.2% | Added |
| GAMMA Investing LLC | 228 | $6.43K | 0.00% | −77−25.2% | Reduced |
| CWM, LLC | 267 | $8.00K | 0.00% | +25+10.3% | Added |
| Point72 Hong Kong Ltd | 316 | $8.91K | 0.00% | +316 | New |
| Optiver Holding B.V. | 352 | $9.93K | 0.00% | +98+38.6% | Added |
| Point72 (DIFC) Ltd | 354 | $9.99K | 0.00% | +354 | New |
| Private Trust Co NA | 367 | $10.4K | 0.00% | +192+109.7% | Added |
| Umb Bank N A | 370 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 392 | $11.1K | 0.00% | −167−29.9% | Reduced |
| Signaturefd, LLC | 482 | $13.6K | 0.00% | +412+588.6% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 516 | $14.6K | 0.01% | +516 | New |
| First Horizon Corp | 532 | $15.0K | 0.00% | +532 | New |
| Nisa Investment Advisors, LLC | 659 | $18.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 659 | $18.6K | 0.00% | −131−16.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 665 | $18.8K | 0.00% | +665 | New |
| MTM Investment Management, LLC | 700 | $19.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 728 | $20.5K | 0.00% | −55−7.0% | Reduced |
| TD Waterhouse Canada Inc. | 841 | $22.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 799 | $23.0K | 0.00% | +47+6.3% | Added |
| ZRC Wealth Management, LLC | 1,167 | $32.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,263 | $35.0K | 0.00% | +1,263 | New |
| Jones Financial Companies LLLP | 1,300 | $37.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,395 | $39.4K | 0.03% | +1,395 | New |
| Quest Partners LLC | 1,952 | $55.1K | 0.00% | +1,393+249.2% | Added |
| Advisor Group Holdings, Inc. | 1,980 | $55.9K | 0.00% | −441−18.2% | Reduced |
| KBC Group NV | 2,111 | $60.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,308 | $65.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,890 | $81.5K | 0.00% | +67+2.4% | Added |
| Tower Research Capital LLC (TRC) | 3,152 | $88.9K | 0.00% | −6,458−67.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,874 | $165.7K | 0.01% | −1,305−18.2% | Reduced |
| Cetera Trust Company, N.A | 6,025 | $170.0K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $176.9K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 7,155 | $201.8K | 0.02% | −1,246−14.8% | Reduced |
| CIBC Bancorp USA Inc. | 7,495 | $211.4K | 0.00% | +7,495 | New |
| Creative Planning | 7,933 | $223.8K | 0.00% | +350+4.6% | Added |
| Victory Capital Management Inc | 8,158 | $230.1K | 0.00% | +104+1.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $231.3K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,421 | $237.6K | 0.00% | −156−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $238.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,548 | $241.1K | 0.00% | −4,981−36.8% | Reduced |
| King Luther Capital Management Corp | 8,560 | $241.5K | 0.00% | −27,652−76.4% | Reduced |
| Quantinno Capital Management LP | 8,581 | $242.1K | 0.00% | +8,581 | New |
| Yarbrough Capital, LLC | 8,780 | $247.7K | 0.01% | +8,780 | New |
| Prudential Financial Inc | 9,060 | $255.6K | 0.00% | +45+0.5% | Added |
| Bank of Montreal | 9,166 | $258.6K | 0.00% | +3,964+76.2% | Added |
| Teacher Retirement System of Texas | 9,228 | $260.3K | 0.00% | −1,113−10.8% | Reduced |
| Pictet Asset Management Holding SA | 9,368 | $264.3K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 9,510 | $268.3K | 0.01% | +9,510 | New |
| US Bancorp | 9,636 | $271.8K | 0.00% | +3,581+59.1% | Added |
| Quadrant Private Wealth Management, LLC | 9,770 | $275.6K | 0.05% | −3,100−24.1% | Reduced |
| Lido Advisors, LLC | 10,098 | $284.9K | 0.00% | +20.0% | Added |
| Quantbot Technologies LP | 10,145 | $286.2K | 0.01% | +2,240+28.3% | Added |
| GWM Advisors LLC | 11,075 | $312.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,311 | $319.1K | 0.00% | +3,395+42.9% | Added |
| ProShare Advisors LLC | 12,022 | $339.1K | 0.00% | −2,397−16.6% | Reduced |
| Elo Mutual Pension Insurance Co | 12,271 | $346.2K | 0.01% | +12,271 | New |
| First National Bank of Omaha | 12,637 | $356.5K | 0.02% | +265+2.1% | Added |
| Citigroup Inc | 12,659 | $357.1K | 0.00% | −19,492−60.6% | Reduced |
| Voya Investment Management LLC | 12,743 | $359.5K | 0.00% | −6,476−33.7% | Reduced |
| Advisory Services Network, LLC | 14,416 | $406.7K | 0.01% | +37+0.3% | Added |
| Numerai GP LLC | 14,518 | $409.6K | 0.06% | +14,518 | New |
| KLP Kapitalforvaltning AS | 14,600 | $411.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15,000 | $423.1K | 0.09% | +7,357+96.3% | Added |
| Henshaw Capital LLC | 15,326 | $432.3K | 0.02% | −5,702−27.1% | Reduced |
| Ensign Peak Advisors, Inc | 16,448 | $464.0K | 0.00% | −10,750−39.5% | Reduced |
| Cornerstone Wealth Group, LLC | 16,700 | $471.1K | 0.03% | −10.0% | Reduced |
| Freestone Grove Partners LP | 17,087 | $482.0K | 0.00% | +17,087 | New |
| State Board of Administration of Florida Retirement System | 17,199 | $485.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17,762 | $501.0K | 0.00% | −555,762−96.9% | Reduced |
| Mariner, LLC | 18,568 | $523.8K | 0.00% | +6,663+56.0% | Added |
| Washington Trust Bank | 18,839 | $531.4K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 19,455 | $548.8K | 0.00% | +3,512+22.0% | Added |
| Great West Life Assurance Co | 20,554 | $573.0K | 0.00% | +102+0.5% | Added |