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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.

Q4 2025 vs. Q3 2025

How the institutions holding Baldwin Insurance Group, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of BWIN: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2135206−2
Shares79.2M139.5K80.7M+1.61M (+2.0%)
Value$2.24B$3.94M$1.94B−$291.6M (−13.1%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to BWIN in Q4 2025
InstitutionSharesValue% of portfolio
Nomura Asset Management International Inc.1,862,656$44.8M0.07%
Woodline Partners LP1,458,314$35.0M0.14%
Philadelphia Financial Management of San Francisco, LLC556,299$13.4M2.76%
Milford Funds Ltd346,319$8.32M0.16%
Balyasny Asset Management LLC301,576$7.25M0.01%
Beck Mack & Oliver LLC289,775$6.96M0.13%
SG Americas Securities, LLC279,770$6.72M0.01%
Citadel Advisors LLC269,838$6.48M0.00%
Frontier Capital Management Co LLC256,901$6.17M0.07%
Marshall Wace, LLP87,008$2.09M0.00%
Boston Partners48,076$1.16M0.00%
Walleye Capital LLC38,933$935.6K0.01%
Twinbeech Capital LP37,773$907.7K0.06%
Raymond James Financial Inc34,223$822.4K0.00%
Campbell & CO Investment Adviser LLC32,516$781.4K0.04%
XTX Topco Ltd24,126$579.7K0.02%
Hudson Bay Capital Management LP22,740$546.4K0.00%
VARCOV Co.21,524$517.2K0.20%
ExodusPoint Capital Management, LP19,612$471.3K0.01%
Bleakley Financial Group, LLC17,023$409.1K0.01%
AQR Capital Management LLC12,755$306.5K0.00%
Susquehanna International Group, LLP11,257$270.5K0.00%
FJ Capital Management LLC10,454$251.2K0.03%
Flagship Harbor Advisors, LLC5,160$124.0K0.01%
Wealth Preservation Advisors, LLC1,931$46.4K0.02%
Dorato Capital Management1,333$35.4K0.03%
Kestra Advisory Services, LLC883$21.2K0.00%
Torren Management, LLC561$13.5K0.01%
Los Angeles Capital Management LLC317$6.81K0.00%
Pinnacle Wealth Planning Services, Inc.227$5.46K0.00%
Bare Financial Services, Inc200$4.81K0.00%
Brown Brothers Harriman & Co165$3.96K0.00%
Private Wealth Management Group, LLC157$3.77K0.00%
SageView Advisory Group, LLC115$2.76K0.00%
UMA Financial Services, Inc.66$1.59K0.00%
Motiv8 Investments LLC60$1.00K0.00%
Massmutual Trust Co FSB34$8170.00%
CoreCap Advisors, LLC24$5770.00%
Stone House Investment Management, LLC9$2160.00%
Essential Partners LLC3$720.00%
Dunhill Financial, LLC2$430.00%
Hughes Financial Services, LLC1$240.00%

Sold out (44)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of BWIN in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Macquarie Group Ltd2,162,471$61.0M
Capital World Investors1,259,949$35.5M
Westfield Capital Management Co LP1,071,136$30.2M
Toroso Investments, LLC303,686$8.57M
Artemis Investment Management LLP257,664$7.27M
Peregrine Capital Management LLC228,120$6.44M
Emerald Advisers, LLC195,520$5.52M
TD Asset Management Inc63,868$1.80M
State of New Jersey Common Pension Fund D62,359$1.76M
First Trust Advisors LP57,752$1.63M
Emerald Mutual Fund Advisers Trust52,120$1.47M
Dark Forest Capital Management LP52,050$1.47M
Jane Street Group, LLC49,042$1.38M
Federated Hermes, Inc.43,849$1.24M
D. E. Shaw & Co., Inc.41,319$1.17M
Van Hulzen Asset Management, LLC36,719$1.04M
Magnetar Financial LLC35,102$990.2K
HighTower Advisors, LLC20,666$583.0K
GW&K Investment Management, LLC17,762$501.0K
Freestone Grove Partners LP17,087$482.0K
Henshaw Capital LLC15,326$432.3K
Numerai GP LLC14,518$409.6K
Elo Mutual Pension Insurance Co12,271$346.2K
Quantbot Technologies LP10,145$286.2K
SummitTX Capital, L.P.9,510$268.3K
Teacher Retirement System of Texas9,228$260.3K
Bank of Montreal9,166$258.6K
Prudential Financial Inc9,060$255.6K
Oppenheimer Asset Management Inc.8,421$237.6K
Schneider Downs Wealth Management Advisors, LP8,200$231.3K
Victory Capital Management Inc8,158$230.1K
Pitcairn Co7,155$201.8K
Caitong International Asset Management Co., Ltd1,395$39.4K
Simplex Trading, LLC1,263$35.0K
TD Waterhouse Canada Inc.841$22.8K
CIBC Private Wealth Group, LLC728$20.5K
Clearstead Advisors, LLC659$18.6K
Principal Securities, Inc.225$6.35K
Rise Advisors, LLC203$5.73K
Hantz Financial Services, Inc.114$3.00K
Fifth Third Bancorp35$987
Arlington Trust Co LLC31$875
Park Place Capital Corp27$762
Fortitude Family Office, LLC20$564

Not filed for Q4 2025 yet (5)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Otter Creek Advisors, LLC130,677$3.69M
CIBC Bancorp USA Inc.7,495$211.4K
Point72 Asia (Singapore) Pte. Ltd.665$18.8K
Point72 (DIFC) Ltd354$9.99K
Point72 Hong Kong Ltd316$8.91K