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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 26,071 | $626.5K | 0.01% | −2,975−10.2% | Reduced |
| Quantinno Capital Management LP | 26,087 | $626.9K | 0.00% | +17,506+204.0% | Added |
| Assetmark, Inc | 26,662 | $640.7K | 0.00% | −714−2.6% | Reduced |
| Panagora Asset Management Inc | 26,783 | $643.6K | 0.00% | +1,249+4.9% | Added |
| Red Door Wealth Management, LLC | 27,000 | $648.8K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 27,640 | $664.2K | 0.00% | +19,707+248.4% | Added |
| Comerica Bank | 27,880 | $670.0K | 0.00% | −43,688−61.0% | Reduced |
| Entrewealth, LLC | 37,337 | $730.7K | 0.33% | +8,551+29.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,149 | $749.0K | 0.00% | +315+1.0% | Added |
| Manufacturers Life Insurance Company, The | 31,697 | $761.7K | 0.00% | −2,576−7.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,516 | $781.4K | 0.04% | +32,516 | New |
| Mariner, LLC | 32,736 | $787.2K | 0.00% | +14,168+76.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,138 | $796.3K | 0.00% | +471+1.4% | Added |
| CI Private Wealth, LLC | 33,981 | $816.6K | 0.00% | −15,447−31.3% | Reduced |
| Natixis | 34,000 | $817.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 34,223 | $822.4K | 0.00% | +34,223 | New |
| Washington Trust Bank | 36,217 | $870.3K | 0.06% | +17,378+92.2% | Added |
| Twinbeech Capital LP | 37,773 | $907.7K | 0.06% | +37,773 | New |
| Walleye Capital LLC | 38,933 | $935.6K | 0.01% | +38,933 | New |
| Austin Wealth Management, LLC | 37,337 | $978.6K | 0.14% | +8,551+29.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,339 | $993.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42,952 | $1.03M | 0.05% | −5,818−11.9% | Reduced |
| Captrust Financial Advisors | 43,083 | $1.04M | 0.00% | +31,772+280.9% | Added |
| Bessemer Group Inc | 44,130 | $1.06M | 0.00% | +2,325+5.6% | Added |
| Boston Partners | 48,076 | $1.16M | 0.00% | +48,076 | New |
| Sapient Capital LLC | 50,000 | $1.27M | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 57,260 | $1.38M | 0.07% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,529 | $1.43M | 0.00% | +2,469+4.3% | Added |
| Diversified Trust Co | 59,802 | $1.44M | 0.03% | +17,162+40.2% | Added |
| Deutsche Bank AG | 59,953 | $1.44M | 0.00% | +1,925+3.3% | Added |
| Invesco Ltd. | 61,412 | $1.48M | 0.00% | −441,427−87.8% | Reduced |
| Holocene Advisors, LP | 63,242 | $1.52M | 0.00% | +5,679+9.9% | Added |
| LPL Financial LLC | 66,448 | $1.60M | 0.00% | −2,566−3.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 66,901 | $1.61M | 0.26% | +57,131+584.8% | Added |
| California State Teachers Retirement System | 68,121 | $1.64M | 0.00% | +1,628+2.4% | Added |
| Legal & General Group Plc | 71,968 | $1.73M | 0.00% | −197−0.3% | Reduced |
| HB Wealth Management, LLC | 73,748 | $1.77M | 0.01% | −18,999−20.5% | Reduced |
| Alliancebernstein L.P. | 82,143 | $1.97M | 0.00% | −691−0.8% | Reduced |
| Rhumbline Advisers | 86,153 | $2.07M | 0.00% | −13,319−13.4% | Reduced |
| Marshall Wace, LLP | 87,008 | $2.09M | 0.00% | +87,008 | New |
| Verition Fund Management LLC | 95,581 | $2.30M | 0.01% | +26,387+38.1% | Added |
| Laird Norton Trust Company, LLC | 97,991 | $2.35M | 0.05% | +190.0% | Added |
| Russell Investments Group, Ltd. | 99,030 | $2.38M | 0.00% | +14,063+16.6% | Added |
| Public Employees Retirement System of Ohio | 103,595 | $2.49M | 0.01% | +12,965+14.3% | Added |
| Madison Asset Management, LLC | 104,282 | $2.51M | 0.03% | −669−0.6% | Reduced |
| Point72 Asset Management, L.P. | 109,353 | $2.63M | 0.00% | −2,530−2.3% | Reduced |
| Barclays PLC | 111,314 | $2.67M | 0.00% | +10,673+10.6% | Added |
| Envestnet Asset Management Inc | 118,983 | $2.86M | 0.00% | −62,183−34.3% | Reduced |
| Rockefeller Capital Management L.P. | 120,622 | $2.90M | 0.01% | −414,083−77.4% | Reduced |
| Pathway Financial Advisors LLC | 128,718 | $3.21M | 0.40% | 00.0% | Unchanged |
| Swiss National Bank | 140,700 | $3.38M | 0.00% | +3,700+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 138,615 | $3.46M | 0.00% | −16,127−10.4% | Reduced |
| Summit Creek Advisors LLC | 148,465 | $3.57M | 0.56% | −19,979−11.9% | Reduced |
| Select Equity Group, L.P. | 153,228 | $3.68M | 0.02% | −66,913−30.4% | Reduced |
| Price T Rowe Associates Inc | 154,126 | $3.71M | 0.00% | +90,700+143.0% | Added |
| Lighthouse Investment Partners, LLC | 176,047 | $4.23M | 0.14% | +68,259+63.3% | Added |
| MAI Capital Management | 178,866 | $4.30M | 0.02% | +340.0% | Added |
| Kornitzer Capital Management Inc | 179,519 | $4.31M | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 179,913 | $4.32M | 0.00% | +21,033+13.2% | Added |
| Nicholas Company, Inc. | 185,110 | $4.45M | 0.08% | +170+0.1% | Added |
| UBS Asset Management Americas Inc | 190,560 | $4.58M | 0.00% | +4,255+2.3% | Added |
| New York State Common Retirement Fund | 219,810 | $5.28M | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 242,887 | $5.84M | 0.00% | +3,907+1.6% | Added |
| Frontier Capital Management Co LLC | 256,901 | $6.17M | 0.07% | +256,901 | New |
| Citadel Advisors LLC | 269,838 | $6.48M | 0.00% | +269,838 | New |
| SG Americas Securities, LLC | 279,770 | $6.72M | 0.01% | +279,770 | New |
| Beck Mack & Oliver LLC | 289,775 | $6.96M | 0.13% | +289,775 | New |
| Balyasny Asset Management LLC | 301,576 | $7.25M | 0.01% | +301,576 | New |
| SEI Investments Co | 344,534 | $8.28M | 0.01% | −58,964−14.6% | Reduced |
| Milford Funds Ltd | 346,319 | $8.32M | 0.16% | +346,319 | New |
| Tributary Capital Management, LLC | 378,218 | $9.09M | 0.90% | −29,508−7.2% | Reduced |
| Goldman Sachs Group Inc | 379,653 | $9.12M | 0.00% | +126,457+49.9% | Added |
| State of Wisconsin Investment Board | 387,478 | $9.31M | 0.02% | +24,139+6.6% | Added |
| Morgan Stanley | 522,958 | $12.6M | 0.00% | +298,136+132.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 556,299 | $13.4M | 2.76% | +556,299 | New |
| Bank of America Corp | 558,528 | $13.4M | 0.00% | −25,710−4.4% | Reduced |
| Confluence Investment Management LLC | 579,503 | $13.9M | 0.21% | +173,390+42.7% | Added |
| Fenimore Asset Management Inc | 582,850 | $14.0M | 0.29% | +75,793+14.9% | Added |
| Northern Trust Corp | 588,576 | $14.1M | 0.00% | −56,121−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 599,426 | $14.4M | 0.00% | +2,613+0.4% | Added |
| MetLife Investment Management | 619,292 | $14.9M | 0.07% | +577,345+1,376.4% | Added |
| UBS Group AG | 686,318 | $16.5M | 0.00% | +205,997+42.9% | Added |
| Aristotle Capital Boston, LLC | 738,160 | $17.7M | 0.97% | +82,195+12.5% | Added |
| Venator Management LLC | 773,695 | $18.6M | 4.19% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 783,285 | $18.8M | 0.01% | −21,933−2.7% | Reduced |
| Kennedy Capital Management, Inc. | 819,695 | $19.7M | 0.42% | +221,457+37.0% | Added |
| Royal Bank of Canada | 901,166 | $21.7M | 0.00% | −92,577−9.3% | Reduced |
| Fiera Capital Corp | 991,213 | $23.8M | 0.08% | +231,993+30.6% | Added |
| American Century Companies Inc | 993,079 | $23.9M | 0.01% | +647,334+187.2% | Added |
| Dimensional Fund Advisors LP | 1,142,389 | $27.5M | 0.01% | +43,563+4.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,155,559 | $27.8M | 0.02% | −1,845,451−61.5% | Reduced |
| JPMorgan Chase & Co | 1,323,032 | $31.8M | 0.00% | −191,083−12.6% | Reduced |
| Woodline Partners LP | 1,458,314 | $35.0M | 0.14% | +1,458,314 | New |
| Geode Capital Management, LLC | 1,738,132 | $41.8M | 0.00% | +28,355+1.7% | Added |
| Nomura Asset Management International Inc. | 1,862,656 | $44.8M | 0.07% | +1,862,656 | New |
| State Street Corp | 2,131,619 | $51.2M | 0.00% | +14,968+0.7% | Added |
| Westwood Holdings Group Inc. | 2,851,518 | $68.5M | 0.56% | +362,454+14.6% | Added |
| Bank of New York Mellon Corp | 2,873,887 | $69.1M | 0.01% | +579,936+25.3% | Added |
| Bamco Inc | 3,010,428 | $72.3M | 0.20% | +2250.0% | Added |
| Capital Research Global Investors | 3,017,071 | $72.5M | 0.01% | −1,496,179−33.2% | Reduced |