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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $24 | 0.00% | −88−98.9% | Reduced |
| Hughes Financial Services, LLC | 1 | $24 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $43 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $72 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $72 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 9 | $216 | 0.00% | −45−83.3% | Reduced |
| Stone House Investment Management, LLC | 9 | $216 | 0.00% | +9 | New |
| Rothschild Investment LLC | 23 | $553 | 0.00% | −32−58.2% | Reduced |
| CoreCap Advisors, LLC | 24 | $577 | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 34 | $817 | 0.00% | +34 | New |
| Motiv8 Investments LLC | 60 | $1.00K | 0.00% | +60 | New |
| Smartleaf Asset Management LLC | 40 | $1.02K | 0.00% | +22+122.2% | Added |
| J.Safra Asset Management Corp | 52 | $1.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53 | $1.32K | 0.00% | +2+3.9% | Added |
| Cape Investment Advisory, Inc. | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $1.59K | 0.00% | +66 | New |
| Global Retirement Partners, LLC | 99 | $2.38K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 115 | $2.76K | 0.00% | +115 | New |
| Federation des caisses Desjardins du Quebec | 124 | $2.98K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 125 | $3.00K | 0.00% | +51+68.9% | Added |
| Optiver Holding B.V. | 152 | $3.65K | 0.00% | −200−56.8% | Reduced |
| Private Wealth Management Group, LLC | 157 | $3.77K | 0.00% | +157 | New |
| Aster Capital Management (DIFC) Ltd | 160 | $3.85K | 0.00% | −356−69.0% | Reduced |
| Brown Brothers Harriman & Co | 165 | $3.96K | 0.00% | +165 | New |
| Quadrant Capital Group LLC | 191 | $4.59K | 0.00% | +42+28.2% | Added |
| Bare Financial Services, Inc | 200 | $4.81K | 0.00% | +200 | New |
| Pinnacle Wealth Planning Services, Inc. | 227 | $5.46K | 0.00% | +227 | New |
| SRS Capital Advisors, Inc. | 266 | $6.39K | 0.00% | +191+254.7% | Added |
| Los Angeles Capital Management LLC | 317 | $6.81K | 0.00% | +317 | New |
| Allworth Financial LP | 313 | $7.52K | 0.00% | +204+187.2% | Added |
| Umb Bank N A | 370 | $8.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 378 | $9.08K | 0.00% | +336+800.0% | Added |
| Atwood & Palmer Inc | 392 | $9.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 395 | $9.49K | 0.00% | +329+498.5% | Added |
| Private Trust Co NA | 430 | $10.3K | 0.00% | +63+17.2% | Added |
| Sterling Capital Management LLC | 467 | $11.2K | 0.00% | +297+174.7% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 561 | $13.5K | 0.01% | +561 | New |
| Nisa Investment Advisors, LLC | 639 | $15.4K | 0.00% | −20−3.0% | Reduced |
| MTM Investment Management, LLC | 700 | $16.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 738 | $18.0K | 0.00% | +471+176.4% | Added |
| Advisor Group Holdings, Inc. | 773 | $18.6K | 0.00% | −1,207−61.0% | Reduced |
| Versant Capital Management, Inc | 783 | $18.8K | 0.00% | +770+5,923.1% | Added |
| GAMMA Investing LLC | 811 | $19.5K | 0.00% | +583+255.7% | Added |
| Kestra Advisory Services, LLC | 883 | $21.2K | 0.00% | +883 | New |
| First Horizon Corp | 959 | $23.0K | 0.00% | +427+80.3% | Added |
| Signaturefd, LLC | 978 | $23.5K | 0.00% | +496+102.9% | Added |
| Quest Partners LLC | 1,022 | $24.6K | 0.00% | −930−47.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,159 | $28.0K | 0.00% | +360+45.1% | Added |
| ZRC Wealth Management, LLC | 1,167 | $28.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,211 | $29.1K | 0.00% | +1,053+666.5% | Added |
| Jones Financial Companies LLLP | 1,300 | $31.2K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 1,333 | $35.4K | 0.03% | +1,333 | New |
| Wealth Preservation Advisors, LLC | 1,931 | $46.4K | 0.02% | +1,931 | New |
| KBC Group NV | 2,111 | $51.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,191 | $52.6K | 0.00% | −6,357−74.4% | Reduced |
| Amalgamated Bank | 2,243 | $54.0K | 0.00% | −65−2.8% | Reduced |
| IFP Advisors, Inc | 2,879 | $69.2K | 0.00% | −11−0.4% | Reduced |
| GWM Advisors LLC | 3,475 | $83.5K | 0.00% | −7,600−68.6% | Reduced |
| Citigroup Inc | 3,898 | $93.7K | 0.00% | −8,761−69.2% | Reduced |
| US Bancorp | 4,269 | $102.6K | 0.00% | −5,367−55.7% | Reduced |
| Flagship Harbor Advisors, LLC | 5,160 | $124.0K | 0.01% | +5,160 | New |
| Ensign Peak Advisors, Inc | 5,498 | $132.1K | 0.00% | −10,950−66.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,874 | $141.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $150.7K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,510 | $181.0K | 0.00% | −13,044−63.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,956 | $191.2K | 0.00% | +4,804+152.4% | Added |
| Cetera Trust Company, N.A | 8,070 | $193.9K | 0.10% | +2,045+33.9% | Added |
| Public Employees Retirement Association of Colorado | 8,429 | $203.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,560 | $205.7K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 8,780 | $211.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,890 | $213.6K | 0.00% | −493,672−98.2% | Reduced |
| FJ Capital Management LLC | 10,454 | $251.2K | 0.03% | +10,454 | New |
| Millennium Management LLC | 10,752 | $258.4K | 0.00% | −45,366−80.8% | Reduced |
| Pictet Asset Management Holding SA | 11,166 | $268.3K | 0.00% | +1,798+19.2% | Added |
| Susquehanna International Group, LLP | 11,257 | $270.5K | 0.00% | +11,257 | New |
| Lido Advisors, LLC | 10,098 | $284.9K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,368 | $297.2K | 0.01% | −269−2.1% | Reduced |
| Voya Investment Management LLC | 12,743 | $306.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,755 | $306.5K | 0.00% | +12,755 | New |
| ProShare Advisors LLC | 13,045 | $313.5K | 0.00% | +1,023+8.5% | Added |
| Natixis Advisors, L.P. | 13,363 | $321.0K | 0.00% | −9,214−40.8% | Reduced |
| KLP Kapitalforvaltning AS | 15,300 | $367.7K | 0.00% | +700+4.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 15,349 | $368.8K | 0.07% | +349+2.3% | Added |
| Cornerstone Wealth Group, LLC | 16,719 | $401.8K | 0.03% | +19+0.1% | Added |
| Bleakley Financial Group, LLC | 17,023 | $409.1K | 0.01% | +17,023 | New |
| State Board of Administration of Florida Retirement System | 17,199 | $413.3K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 17,436 | $419.0K | 0.00% | −5,933−25.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,455 | $467.5K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 19,612 | $471.3K | 0.01% | +19,612 | New |
| Arizona State Retirement System | 19,903 | $478.3K | 0.00% | −981−4.7% | Reduced |
| VARCOV Co. | 21,524 | $517.2K | 0.20% | +21,524 | New |
| Handelsbanken Fonder AB | 21,700 | $521.0K | 0.00% | −3,400−13.5% | Reduced |
| Hudson Bay Capital Management LP | 22,740 | $546.4K | 0.00% | +22,740 | New |
| Stifel Financial Corp | 22,967 | $551.9K | 0.00% | +589+2.6% | Added |
| Blair William & Co | 23,357 | $561.3K | 0.00% | −6,687−22.3% | Reduced |
| Harbor Capital Advisors, Inc. | 23,568 | $566.0K | 0.04% | −26,828−53.2% | Reduced |
| XTX Topco Ltd | 24,126 | $579.7K | 0.02% | +24,126 | New |
| Advisory Services Network, LLC | 24,357 | $585.3K | 0.01% | +9,941+69.0% | Added |