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 |
|---|---|---|---|---|---|
| Capital International Investors | 3,618,132 | $86.9M | 0.01% | +472,703+15.0% | Added |
| Champlain Investment Partners, LLC | 3,650,410 | $87.7M | 0.89% | −265,469−6.8% | Reduced |
| BlackRock, Inc. | 5,321,162 | $127.9M | 0.00% | +148,387+2.9% | Added |
| Vanguard Group Inc | 6,851,874 | $164.7M | 0.00% | +287,241+4.4% | Added |
| William Blair Investment Management, LLC | 7,543,813 | $181.3M | 0.51% | +2,439,118+47.8% | Added |
| FMR LLC | 10,796,351 | $259.4M | 0.01% | +41,107+0.4% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,162,471−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,259,949−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −1,071,136−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −303,686−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −257,664−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −228,120−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −195,520−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −63,868−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −62,359−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −57,752−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −52,120−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −52,050−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,042−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −43,849−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,319−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −36,719−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −35,102−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −20,666−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −17,762−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,087−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −15,326−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −14,518−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,271−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,145−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,510−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,158−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −7,155−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Otter Creek Advisors, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |