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 |
|---|---|---|---|---|---|
| Blair William & Co | 30,044 | $847.5K | 0.00% | +30,044 | New |
| Intech Investment Management LLC | 29,046 | $819.4K | 0.01% | +1,436+5.2% | Added |
| Entrewealth, LLC | 28,786 | $812.1K | 0.42% | +28,786 | New |
| Assetmark, Inc | 27,376 | $772.3K | 0.00% | −1,028−3.6% | Reduced |
| Red Door Wealth Management, LLC | 27,000 | $761.7K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 25,534 | $720.3K | 0.00% | +17,070+201.7% | Added |
| Handelsbanken Fonder AB | 25,100 | $708.0K | 0.00% | +10,400+70.7% | Added |
| Austin Wealth Management, LLC | 28,786 | $678.2K | 0.11% | +28,786 | New |
| Brinker Capital Investments, LLC | 23,369 | $659.2K | 0.01% | +914+4.1% | Added |
| Natixis Advisors, L.P. | 22,577 | $637.0K | 0.00% | −1,145−4.8% | Reduced |
| Stifel Financial Corp | 22,378 | $631.3K | 0.00% | −1,046−4.5% | Reduced |
| Arizona State Retirement System | 20,884 | $589.1K | 0.00% | +1,024+5.2% | Added |
| HighTower Advisors, LLC | 20,666 | $583.0K | 0.00% | −15,870−43.4% | Reduced |
| Great West Life Assurance Co | 20,554 | $573.0K | 0.00% | +102+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,455 | $548.8K | 0.00% | +3,512+22.0% | Added |
| Washington Trust Bank | 18,839 | $531.4K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 18,568 | $523.8K | 0.00% | +6,663+56.0% | Added |
| GW&K Investment Management, LLC | 17,762 | $501.0K | 0.00% | −555,762−96.9% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $485.2K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 17,087 | $482.0K | 0.00% | +17,087 | New |
| Cornerstone Wealth Group, LLC | 16,700 | $471.1K | 0.03% | −10.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,448 | $464.0K | 0.00% | −10,750−39.5% | Reduced |
| Henshaw Capital LLC | 15,326 | $432.3K | 0.02% | −5,702−27.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15,000 | $423.1K | 0.09% | +7,357+96.3% | Added |
| KLP Kapitalforvaltning AS | 14,600 | $411.9K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 14,518 | $409.6K | 0.06% | +14,518 | New |
| Advisory Services Network, LLC | 14,416 | $406.7K | 0.01% | +37+0.3% | Added |
| Voya Investment Management LLC | 12,743 | $359.5K | 0.00% | −6,476−33.7% | Reduced |
| Citigroup Inc | 12,659 | $357.1K | 0.00% | −19,492−60.6% | Reduced |
| First National Bank of Omaha | 12,637 | $356.5K | 0.02% | +265+2.1% | Added |
| Elo Mutual Pension Insurance Co | 12,271 | $346.2K | 0.01% | +12,271 | New |
| ProShare Advisors LLC | 12,022 | $339.1K | 0.00% | −2,397−16.6% | Reduced |
| Captrust Financial Advisors | 11,311 | $319.1K | 0.00% | +3,395+42.9% | Added |
| GWM Advisors LLC | 11,075 | $312.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,145 | $286.2K | 0.01% | +2,240+28.3% | Added |
| Lido Advisors, LLC | 10,098 | $284.9K | 0.00% | +20.0% | Added |
| Quadrant Private Wealth Management, LLC | 9,770 | $275.6K | 0.05% | −3,100−24.1% | Reduced |
| US Bancorp | 9,636 | $271.8K | 0.00% | +3,581+59.1% | Added |
| SummitTX Capital, L.P. | 9,510 | $268.3K | 0.01% | +9,510 | New |
| Pictet Asset Management Holding SA | 9,368 | $264.3K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,228 | $260.3K | 0.00% | −1,113−10.8% | Reduced |
| Bank of Montreal | 9,166 | $258.6K | 0.00% | +3,964+76.2% | Added |
| Prudential Financial Inc | 9,060 | $255.6K | 0.00% | +45+0.5% | Added |
| Yarbrough Capital, LLC | 8,780 | $247.7K | 0.01% | +8,780 | New |
| Quantinno Capital Management LP | 8,581 | $242.1K | 0.00% | +8,581 | New |
| King Luther Capital Management Corp | 8,560 | $241.5K | 0.00% | −27,652−76.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,548 | $241.1K | 0.00% | −4,981−36.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,429 | $238.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,421 | $237.6K | 0.00% | −156−1.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $231.3K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,158 | $230.1K | 0.00% | +104+1.3% | Added |
| Creative Planning | 7,933 | $223.8K | 0.00% | +350+4.6% | Added |
| CIBC Bancorp USA Inc. | 7,495 | $211.4K | 0.00% | +7,495 | New |
| Pitcairn Co | 7,155 | $201.8K | 0.02% | −1,246−14.8% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $176.9K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6,025 | $170.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,874 | $165.7K | 0.01% | −1,305−18.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,152 | $88.9K | 0.00% | −6,458−67.2% | Reduced |
| IFP Advisors, Inc | 2,890 | $81.5K | 0.00% | +67+2.4% | Added |
| Amalgamated Bank | 2,308 | $65.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,111 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,980 | $55.9K | 0.00% | −441−18.2% | Reduced |
| Quest Partners LLC | 1,952 | $55.1K | 0.00% | +1,393+249.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,395 | $39.4K | 0.03% | +1,395 | New |
| Jones Financial Companies LLLP | 1,300 | $37.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,263 | $35.0K | 0.00% | +1,263 | New |
| ZRC Wealth Management, LLC | 1,167 | $32.9K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 799 | $23.0K | 0.00% | +47+6.3% | Added |
| TD Waterhouse Canada Inc. | 841 | $22.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 728 | $20.5K | 0.00% | −55−7.0% | Reduced |
| MTM Investment Management, LLC | 700 | $19.7K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 665 | $18.8K | 0.00% | +665 | New |
| Clearstead Advisors, LLC | 659 | $18.6K | 0.00% | −131−16.6% | Reduced |
| Nisa Investment Advisors, LLC | 659 | $18.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 532 | $15.0K | 0.00% | +532 | New |
| Aster Capital Management (DIFC) Ltd | 516 | $14.6K | 0.01% | +516 | New |
| Northwestern Mutual Wealth Management Co | 500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 482 | $13.6K | 0.00% | +412+588.6% | Added |
| Atwood & Palmer Inc | 392 | $11.1K | 0.00% | −167−29.9% | Reduced |
| Umb Bank N A | 370 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 367 | $10.4K | 0.00% | +192+109.7% | Added |
| Point72 (DIFC) Ltd | 354 | $9.99K | 0.00% | +354 | New |
| Optiver Holding B.V. | 352 | $9.93K | 0.00% | +98+38.6% | Added |
| Point72 Hong Kong Ltd | 316 | $8.91K | 0.00% | +316 | New |
| CWM, LLC | 267 | $8.00K | 0.00% | +25+10.3% | Added |
| GAMMA Investing LLC | 228 | $6.43K | 0.00% | −77−25.2% | Reduced |
| Principal Securities, Inc. | 225 | $6.35K | 0.00% | +9+4.2% | Added |
| Rise Advisors, LLC | 203 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 170 | $4.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 158 | $4.46K | 0.00% | +129+444.8% | Added |
| Quadrant Capital Group LLC | 149 | $4.20K | 0.00% | +149 | New |
| Federation des caisses Desjardins du Quebec | 124 | $3.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 109 | $3.08K | 0.00% | +54+98.2% | Added |
| Hantz Financial Services, Inc. | 114 | $3.00K | 0.00% | +114 | New |
| Global Retirement Partners, LLC | 99 | $2.79K | 0.00% | +24+32.0% | Added |
| Huntington National Bank | 89 | $2.51K | 0.00% | +88+8,800.0% | Added |
| SRS Capital Advisors, Inc. | 75 | $2.12K | 0.00% | +62+476.9% | Added |
| Parallel Advisors, LLC | 74 | $2.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $1.86K | 0.00% | +64+3,200.0% | Added |
| Rothschild Investment LLC | 55 | $1.55K | 0.00% | −85−60.7% | Reduced |