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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 20,666 | $583.0K | 0.00% | −15,870−43.4% | Reduced |
| Arizona State Retirement System | 20,884 | $589.1K | 0.00% | +1,024+5.2% | Added |
| Stifel Financial Corp | 22,378 | $631.3K | 0.00% | −1,046−4.5% | Reduced |
| Natixis Advisors, L.P. | 22,577 | $637.0K | 0.00% | −1,145−4.8% | Reduced |
| Brinker Capital Investments, LLC | 23,369 | $659.2K | 0.01% | +914+4.1% | Added |
| Austin Wealth Management, LLC | 28,786 | $678.2K | 0.11% | +28,786 | New |
| Handelsbanken Fonder AB | 25,100 | $708.0K | 0.00% | +10,400+70.7% | Added |
| Panagora Asset Management Inc | 25,534 | $720.3K | 0.00% | +17,070+201.7% | Added |
| Red Door Wealth Management, LLC | 27,000 | $761.7K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 27,376 | $772.3K | 0.00% | −1,028−3.6% | Reduced |
| Entrewealth, LLC | 28,786 | $812.1K | 0.42% | +28,786 | New |
| Intech Investment Management LLC | 29,046 | $819.4K | 0.01% | +1,436+5.2% | Added |
| Blair William & Co | 30,044 | $847.5K | 0.00% | +30,044 | New |
| Cambridge Investment Research Advisors, Inc. | 30,834 | $870.0K | 0.00% | −202−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,667 | $921.5K | 0.00% | −5,870−15.2% | Reduced |
| Natixis | 34,000 | $959.1K | 0.01% | +34,000 | New |
| Manufacturers Life Insurance Company, The | 34,273 | $966.8K | 0.00% | −2,446−6.7% | Reduced |
| Magnetar Financial LLC | 35,102 | $990.2K | 0.01% | +35,102 | New |
| Van Hulzen Asset Management, LLC | 36,719 | $1.04M | 0.08% | −860−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 41,319 | $1.17M | 0.00% | −207,897−83.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,339 | $1.17M | 0.00% | +3,800+10.1% | Added |
| Bessemer Group Inc | 41,805 | $1.18M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 41,947 | $1.18M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 42,640 | $1.20M | 0.02% | +10,989+34.7% | Added |
| Federated Hermes, Inc. | 43,849 | $1.24M | 0.00% | +43,849 | New |
| Zions Bancorporation, National Association | 48,770 | $1.38M | 0.07% | −7,226−12.9% | Reduced |
| Jane Street Group, LLC | 49,042 | $1.38M | 0.00% | +49,042 | New |
| CI Private Wealth, LLC | 49,428 | $1.39M | 0.00% | −220,420−81.7% | Reduced |
| Sapient Capital LLC | 50,000 | $1.40M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 50,396 | $1.42M | 0.11% | −61,369−54.9% | Reduced |
| Dark Forest Capital Management LP | 52,050 | $1.47M | 0.06% | +52,050 | New |
| Emerald Mutual Fund Advisers Trust | 52,120 | $1.47M | 0.08% | −420,231−89.0% | Reduced |
| Millennium Management LLC | 56,118 | $1.58M | 0.00% | −47,788−46.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,060 | $1.61M | 0.00% | −4,437−7.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 57,260 | $1.62M | 0.14% | 00.0% | Unchanged |
| Holocene Advisors, LP | 57,563 | $1.62M | 0.00% | +37,201+182.7% | Added |
| First Trust Advisors LP | 57,752 | $1.63M | 0.00% | −38,231−39.8% | Reduced |
| Deutsche Bank AG | 58,028 | $1.64M | 0.00% | +8,713+17.7% | Added |
| State of New Jersey Common Pension Fund D | 62,359 | $1.76M | 0.01% | +12,925+26.1% | Added |
| Price T Rowe Associates Inc | 63,426 | $1.79M | 0.00% | +4,713+8.0% | Added |
| TD Asset Management Inc | 63,868 | $1.80M | 0.00% | −4,134−6.1% | Reduced |
| California State Teachers Retirement System | 66,493 | $1.88M | 0.00% | +4,581+7.4% | Added |
| LPL Financial LLC | 69,014 | $1.95M | 0.00% | −9,894−12.5% | Reduced |
| Verition Fund Management LLC | 69,194 | $1.95M | 0.01% | −49,213−41.6% | Reduced |
| Comerica Bank | 71,568 | $2.02M | 0.01% | −5,711−7.4% | Reduced |
| Legal & General Group Plc | 72,165 | $2.04M | 0.00% | −6,314−8.0% | Reduced |
| Alliancebernstein L.P. | 82,834 | $2.34M | 0.00% | +715+0.9% | Added |
| Russell Investments Group, Ltd. | 84,967 | $2.40M | 0.00% | +16,331+23.8% | Added |
| Public Employees Retirement System of Ohio | 90,630 | $2.56M | 0.01% | +28,619+46.2% | Added |
| HB Wealth Management, LLC | 92,747 | $2.62M | 0.02% | +8,633+10.3% | Added |
| Laird Norton Trust Company, LLC | 97,972 | $2.76M | 0.47% | +67,192+218.3% | Added |
| Rhumbline Advisers | 99,472 | $2.81M | 0.00% | −2,883−2.8% | Reduced |
| Barclays PLC | 100,641 | $2.84M | 0.00% | −49,249−32.9% | Reduced |
| Madison Asset Management, LLC | 104,951 | $2.96M | 0.03% | −20,831−16.6% | Reduced |
| Lighthouse Investment Partners, LLC | 107,788 | $3.04M | 0.11% | +107,788 | New |
| Point72 Asset Management, L.P. | 111,883 | $3.16M | 0.01% | +111,883 | New |
| Pathway Financial Advisors LLC | 128,718 | $3.63M | 0.48% | −12,035−8.6% | Reduced |
| Otter Creek Advisors, LLC | 130,677 | $3.69M | 3.66% | +24,446+23.0% | Added |
| Swiss National Bank | 137,000 | $3.86M | 0.00% | +6,800+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,742 | $4.48M | 0.01% | −10,036−6.1% | Reduced |
| Wells Fargo & Company | 158,880 | $4.48M | 0.00% | +2,182+1.4% | Added |
| Summit Creek Advisors LLC | 168,444 | $4.75M | 0.69% | −5,303−3.1% | Reduced |
| MAI Capital Management | 178,832 | $5.04M | 0.03% | +3,250+1.9% | Added |
| Kornitzer Capital Management Inc | 179,519 | $5.06M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 181,166 | $5.11M | 0.00% | −20,391−10.1% | Reduced |
| Nicholas Company, Inc. | 184,940 | $5.22M | 0.09% | −850.0% | Reduced |
| UBS Asset Management Americas Inc | 186,305 | $5.26M | 0.00% | −98,363−34.6% | Reduced |
| Emerald Advisers, LLC | 195,520 | $5.52M | 0.18% | −610,770−75.8% | Reduced |
| New York State Common Retirement Fund | 219,810 | $6.20M | 0.01% | −37,574−14.6% | Reduced |
| Select Equity Group, L.P. | 220,141 | $6.21M | 0.03% | −22,769−9.4% | Reduced |
| Morgan Stanley | 224,822 | $6.34M | 0.00% | −50,537−18.4% | Reduced |
| Peregrine Capital Management LLC | 228,120 | $6.44M | 0.19% | −83,028−26.7% | Reduced |
| Nuveen, LLC | 238,980 | $6.74M | 0.00% | −2,321−1.0% | Reduced |
| Goldman Sachs Group Inc | 253,196 | $7.14M | 0.00% | −17,834−6.6% | Reduced |
| Artemis Investment Management LLP | 257,664 | $7.27M | 0.09% | +257,664 | New |
| Toroso Investments, LLC | 303,686 | $8.57M | 0.04% | −2,756−0.9% | Reduced |
| American Century Companies Inc | 345,745 | $9.75M | 0.00% | +186,982+117.8% | Added |
| State of Wisconsin Investment Board | 363,339 | $10.2M | 0.02% | −3,523−1.0% | Reduced |
| SEI Investments Co | 403,498 | $11.4M | 0.01% | +127,189+46.0% | Added |
| Confluence Investment Management LLC | 406,113 | $11.5M | 0.16% | −7,115−1.7% | Reduced |
| Tributary Capital Management, LLC | 407,726 | $11.5M | 1.04% | −15,879−3.7% | Reduced |
| UBS Group AG | 480,321 | $13.5M | 0.00% | +159,309+49.6% | Added |
| Ameriprise Financial Inc | 502,562 | $14.2M | 0.00% | +502,562 | New |
| Invesco Ltd. | 502,839 | $14.2M | 0.00% | +16,489+3.4% | Added |
| Fenimore Asset Management Inc | 507,057 | $14.3M | 0.29% | +155,654+44.3% | Added |
| Rockefeller Capital Management L.P. | 534,705 | $15.1M | 0.03% | +9,298+1.8% | Added |
| Bank of America Corp | 584,238 | $16.5M | 0.00% | −102,490−14.9% | Reduced |
| Charles Schwab Investment Management Inc | 596,813 | $16.8M | 0.00% | +9,909+1.7% | Added |
| Kennedy Capital Management, Inc. | 598,238 | $16.9M | 0.37% | +298,685+99.7% | Added |
| Northern Trust Corp | 644,697 | $18.2M | 0.00% | −135,480−17.4% | Reduced |
| Aristotle Capital Boston, LLC | 655,965 | $18.5M | 0.95% | +228,940+53.6% | Added |
| Fiera Capital Corp | 759,220 | $21.4M | 0.07% | −19,720−2.5% | Reduced |
| Venator Management LLC | 773,695 | $21.8M | 5.20% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 805,218 | $22.7M | 0.01% | −4,729−0.6% | Reduced |
| Royal Bank of Canada | 993,743 | $28.0M | 0.00% | +746+0.1% | Added |
| Westfield Capital Management Co LP | 1,071,136 | $30.2M | 0.13% | −154,812−12.6% | Reduced |
| Dimensional Fund Advisors LP | 1,098,826 | $31.0M | 0.01% | +2,147+0.2% | Added |
| Capital World Investors | 1,259,949 | $35.5M | 0.00% | +250,000+24.8% | Added |
| JPMorgan Chase & Co | 1,514,115 | $42.7M | 0.00% | +158,199+11.7% | Added |
| Geode Capital Management, LLC | 1,709,777 | $48.2M | 0.00% | +14,019+0.8% | Added |