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 |
|---|---|---|---|---|---|
| State Street Corp | 2,116,651 | $59.7M | 0.00% | +31,900+1.5% | Added |
| Macquarie Group Ltd | 2,162,471 | $61.0M | 0.07% | −369,930−14.6% | Reduced |
| Bank of New York Mellon Corp | 2,293,951 | $64.7M | 0.01% | +1,427,868+164.9% | Added |
| Westwood Holdings Group Inc. | 2,489,064 | $70.2M | 0.50% | +568,534+29.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,001,010 | $84.7M | 0.05% | −235,255−7.3% | Reduced |
| Bamco Inc | 3,010,203 | $84.9M | 0.23% | +2030.0% | Added |
| Capital International Investors | 3,145,429 | $88.7M | 0.01% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 3,915,879 | $110.5M | 0.83% | +659,433+20.3% | Added |
| Capital Research Global Investors | 4,513,250 | $127.3M | 0.02% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 5,104,695 | $144.0M | 0.37% | −298,055−5.5% | Reduced |
| BlackRock, Inc. | 5,172,775 | $145.9M | 0.00% | −11,829−0.2% | Reduced |
| Vanguard Group Inc | 6,564,633 | $185.2M | 0.00% | −61,152−0.9% | Reduced |
| FMR LLC | 10,755,244 | $303.4M | 0.02% | +2,601,535+31.9% | Added |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,091,493−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −345,079−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −148,863−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −87,856−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −82,300−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,908−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −9,263−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −8,762−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,934−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −7,921−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,806−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −5,673−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,444−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |