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, Q4 2025
Institutional positions in Baldwin Insurance Group, Inc. as of Dec 31, 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
- 206
- −2 vs. Q3 2025
- Shares held
- 80.7M
- +1.61M (+2.0%) vs. Q3 2025
- Total value
- $1.94B
- −$291.6M (−13.1%) vs. Q3 2025
- New holders
- 42
- 79 more added
- Sold out
- 44
- 54 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,796,351 | $259.4M | 0.01% | +41,107+0.4% | Added |
| William Blair Investment Management, LLC | 7,543,813 | $181.3M | 0.51% | +2,439,118+47.8% | Added |
| Vanguard Group Inc | 6,851,874 | $164.7M | 0.00% | +287,241+4.4% | Added |
| BlackRock, Inc. | 5,321,162 | $127.9M | 0.00% | +148,387+2.9% | Added |
| Champlain Investment Partners, LLC | 3,650,410 | $87.7M | 0.89% | −265,469−6.8% | Reduced |
| Capital International Investors | 3,618,132 | $86.9M | 0.01% | +472,703+15.0% | Added |
| Capital Research Global Investors | 3,017,071 | $72.5M | 0.01% | −1,496,179−33.2% | Reduced |
| Bamco Inc | 3,010,428 | $72.3M | 0.20% | +2250.0% | Added |
| Bank of New York Mellon Corp | 2,873,887 | $69.1M | 0.01% | +579,936+25.3% | Added |
| Westwood Holdings Group Inc. | 2,851,518 | $68.5M | 0.56% | +362,454+14.6% | Added |
| State Street Corp | 2,131,619 | $51.2M | 0.00% | +14,968+0.7% | Added |
| Nomura Asset Management International Inc. | 1,862,656 | $44.8M | 0.07% | +1,862,656 | New |
| Geode Capital Management, LLC | 1,738,132 | $41.8M | 0.00% | +28,355+1.7% | Added |
| Woodline Partners LP | 1,458,314 | $35.0M | 0.14% | +1,458,314 | New |
| JPMorgan Chase & Co | 1,323,032 | $31.8M | 0.00% | −191,083−12.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,155,559 | $27.8M | 0.02% | −1,845,451−61.5% | Reduced |
| Dimensional Fund Advisors LP | 1,142,389 | $27.5M | 0.01% | +43,563+4.0% | Added |
| American Century Companies Inc | 993,079 | $23.9M | 0.01% | +647,334+187.2% | Added |
| Fiera Capital Corp | 991,213 | $23.8M | 0.08% | +231,993+30.6% | Added |
| Royal Bank of Canada | 901,166 | $21.7M | 0.00% | −92,577−9.3% | Reduced |
| Kennedy Capital Management, Inc. | 819,695 | $19.7M | 0.42% | +221,457+37.0% | Added |
| Janus Henderson Group PLC | 783,285 | $18.8M | 0.01% | −21,933−2.7% | Reduced |
| Venator Management LLC | 773,695 | $18.6M | 4.19% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 738,160 | $17.7M | 0.97% | +82,195+12.5% | Added |
| UBS Group AG | 686,318 | $16.5M | 0.00% | +205,997+42.9% | Added |
| MetLife Investment Management | 619,292 | $14.9M | 0.07% | +577,345+1,376.4% | Added |
| Charles Schwab Investment Management Inc | 599,426 | $14.4M | 0.00% | +2,613+0.4% | Added |
| Northern Trust Corp | 588,576 | $14.1M | 0.00% | −56,121−8.7% | Reduced |
| Fenimore Asset Management Inc | 582,850 | $14.0M | 0.29% | +75,793+14.9% | Added |
| Confluence Investment Management LLC | 579,503 | $13.9M | 0.21% | +173,390+42.7% | Added |
| Bank of America Corp | 558,528 | $13.4M | 0.00% | −25,710−4.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 556,299 | $13.4M | 2.76% | +556,299 | New |
| Morgan Stanley | 522,958 | $12.6M | 0.00% | +298,136+132.6% | Added |
| State of Wisconsin Investment Board | 387,478 | $9.31M | 0.02% | +24,139+6.6% | Added |
| Goldman Sachs Group Inc | 379,653 | $9.12M | 0.00% | +126,457+49.9% | Added |
| Tributary Capital Management, LLC | 378,218 | $9.09M | 0.90% | −29,508−7.2% | Reduced |
| Milford Funds Ltd | 346,319 | $8.32M | 0.16% | +346,319 | New |
| SEI Investments Co | 344,534 | $8.28M | 0.01% | −58,964−14.6% | Reduced |
| Balyasny Asset Management LLC | 301,576 | $7.25M | 0.01% | +301,576 | New |
| Beck Mack & Oliver LLC | 289,775 | $6.96M | 0.13% | +289,775 | New |
| SG Americas Securities, LLC | 279,770 | $6.72M | 0.01% | +279,770 | New |
| Citadel Advisors LLC | 269,838 | $6.48M | 0.00% | +269,838 | New |
| Frontier Capital Management Co LLC | 256,901 | $6.17M | 0.07% | +256,901 | New |
| Nuveen, LLC | 242,887 | $5.84M | 0.00% | +3,907+1.6% | Added |
| New York State Common Retirement Fund | 219,810 | $5.28M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 190,560 | $4.58M | 0.00% | +4,255+2.3% | Added |
| Nicholas Company, Inc. | 185,110 | $4.45M | 0.08% | +170+0.1% | Added |
| Wells Fargo & Company | 179,913 | $4.32M | 0.00% | +21,033+13.2% | Added |
| Kornitzer Capital Management Inc | 179,519 | $4.31M | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 178,866 | $4.30M | 0.02% | +340.0% | Added |
| Lighthouse Investment Partners, LLC | 176,047 | $4.23M | 0.14% | +68,259+63.3% | Added |
| Price T Rowe Associates Inc | 154,126 | $3.71M | 0.00% | +90,700+143.0% | Added |
| Select Equity Group, L.P. | 153,228 | $3.68M | 0.02% | −66,913−30.4% | Reduced |
| Summit Creek Advisors LLC | 148,465 | $3.57M | 0.56% | −19,979−11.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 138,615 | $3.46M | 0.00% | −16,127−10.4% | Reduced |
| Swiss National Bank | 140,700 | $3.38M | 0.00% | +3,700+2.7% | Added |
| Pathway Financial Advisors LLC | 128,718 | $3.21M | 0.40% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 120,622 | $2.90M | 0.01% | −414,083−77.4% | Reduced |
| Envestnet Asset Management Inc | 118,983 | $2.86M | 0.00% | −62,183−34.3% | Reduced |
| Barclays PLC | 111,314 | $2.67M | 0.00% | +10,673+10.6% | Added |
| Point72 Asset Management, L.P. | 109,353 | $2.63M | 0.00% | −2,530−2.3% | Reduced |
| Madison Asset Management, LLC | 104,282 | $2.51M | 0.03% | −669−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 103,595 | $2.49M | 0.01% | +12,965+14.3% | Added |
| Russell Investments Group, Ltd. | 99,030 | $2.38M | 0.00% | +14,063+16.6% | Added |
| Laird Norton Trust Company, LLC | 97,991 | $2.35M | 0.05% | +190.0% | Added |
| Verition Fund Management LLC | 95,581 | $2.30M | 0.01% | +26,387+38.1% | Added |
| Marshall Wace, LLP | 87,008 | $2.09M | 0.00% | +87,008 | New |
| Rhumbline Advisers | 86,153 | $2.07M | 0.00% | −13,319−13.4% | Reduced |
| Alliancebernstein L.P. | 82,143 | $1.97M | 0.00% | −691−0.8% | Reduced |
| HB Wealth Management, LLC | 73,748 | $1.77M | 0.01% | −18,999−20.5% | Reduced |
| Legal & General Group Plc | 71,968 | $1.73M | 0.00% | −197−0.3% | Reduced |
| California State Teachers Retirement System | 68,121 | $1.64M | 0.00% | +1,628+2.4% | Added |
| Quadrant Private Wealth Management, LLC | 66,901 | $1.61M | 0.26% | +57,131+584.8% | Added |
| LPL Financial LLC | 66,448 | $1.60M | 0.00% | −2,566−3.7% | Reduced |
| Holocene Advisors, LP | 63,242 | $1.52M | 0.00% | +5,679+9.9% | Added |
| Invesco Ltd. | 61,412 | $1.48M | 0.00% | −441,427−87.8% | Reduced |
| Deutsche Bank AG | 59,953 | $1.44M | 0.00% | +1,925+3.3% | Added |
| Diversified Trust Co | 59,802 | $1.44M | 0.03% | +17,162+40.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,529 | $1.43M | 0.00% | +2,469+4.3% | Added |
| Smith Chas P & Associates Pa Cpas | 57,260 | $1.38M | 0.07% | 00.0% | Unchanged |
| Sapient Capital LLC | 50,000 | $1.27M | 0.02% | 00.0% | Unchanged |
| Boston Partners | 48,076 | $1.16M | 0.00% | +48,076 | New |
| Bessemer Group Inc | 44,130 | $1.06M | 0.00% | +2,325+5.6% | Added |
| Captrust Financial Advisors | 43,083 | $1.04M | 0.00% | +31,772+280.9% | Added |
| Zions Bancorporation, National Association | 42,952 | $1.03M | 0.05% | −5,818−11.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,339 | $993.4K | 0.00% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 37,337 | $978.6K | 0.14% | +8,551+29.7% | Added |
| Walleye Capital LLC | 38,933 | $935.6K | 0.01% | +38,933 | New |
| Twinbeech Capital LP | 37,773 | $907.7K | 0.06% | +37,773 | New |
| Washington Trust Bank | 36,217 | $870.3K | 0.06% | +17,378+92.2% | Added |
| Raymond James Financial Inc | 34,223 | $822.4K | 0.00% | +34,223 | New |
| Natixis | 34,000 | $817.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 33,981 | $816.6K | 0.00% | −15,447−31.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,138 | $796.3K | 0.00% | +471+1.4% | Added |
| Mariner, LLC | 32,736 | $787.2K | 0.00% | +14,168+76.3% | Added |
| Campbell & CO Investment Adviser LLC | 32,516 | $781.4K | 0.04% | +32,516 | New |
| Manufacturers Life Insurance Company, The | 31,697 | $761.7K | 0.00% | −2,576−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,149 | $749.0K | 0.00% | +315+1.0% | Added |
| Entrewealth, LLC | 37,337 | $730.7K | 0.33% | +8,551+29.7% | Added |
| Comerica Bank | 27,880 | $670.0K | 0.00% | −43,688−61.0% | Reduced |