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 |
|---|---|---|---|---|---|
| Creative Planning | 27,640 | $664.2K | 0.00% | +19,707+248.4% | Added |
| Red Door Wealth Management, LLC | 27,000 | $648.8K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 26,783 | $643.6K | 0.00% | +1,249+4.9% | Added |
| Assetmark, Inc | 26,662 | $640.7K | 0.00% | −714−2.6% | Reduced |
| Quantinno Capital Management LP | 26,087 | $626.9K | 0.00% | +17,506+204.0% | Added |
| Intech Investment Management LLC | 26,071 | $626.5K | 0.01% | −2,975−10.2% | Reduced |
| Advisory Services Network, LLC | 24,357 | $585.3K | 0.01% | +9,941+69.0% | Added |
| XTX Topco Ltd | 24,126 | $579.7K | 0.02% | +24,126 | New |
| Harbor Capital Advisors, Inc. | 23,568 | $566.0K | 0.04% | −26,828−53.2% | Reduced |
| Blair William & Co | 23,357 | $561.3K | 0.00% | −6,687−22.3% | Reduced |
| Stifel Financial Corp | 22,967 | $551.9K | 0.00% | +589+2.6% | Added |
| Hudson Bay Capital Management LP | 22,740 | $546.4K | 0.00% | +22,740 | New |
| Handelsbanken Fonder AB | 21,700 | $521.0K | 0.00% | −3,400−13.5% | Reduced |
| VARCOV Co. | 21,524 | $517.2K | 0.20% | +21,524 | New |
| Arizona State Retirement System | 19,903 | $478.3K | 0.00% | −981−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 19,612 | $471.3K | 0.01% | +19,612 | New |
| Police & Firemen's Retirement System of New Jersey | 19,455 | $467.5K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 17,436 | $419.0K | 0.00% | −5,933−25.4% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $413.3K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 17,023 | $409.1K | 0.01% | +17,023 | New |
| Cornerstone Wealth Group, LLC | 16,719 | $401.8K | 0.03% | +19+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 15,349 | $368.8K | 0.07% | +349+2.3% | Added |
| KLP Kapitalforvaltning AS | 15,300 | $367.7K | 0.00% | +700+4.8% | Added |
| Natixis Advisors, L.P. | 13,363 | $321.0K | 0.00% | −9,214−40.8% | Reduced |
| ProShare Advisors LLC | 13,045 | $313.5K | 0.00% | +1,023+8.5% | Added |
| AQR Capital Management LLC | 12,755 | $306.5K | 0.00% | +12,755 | New |
| Voya Investment Management LLC | 12,743 | $306.2K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,368 | $297.2K | 0.01% | −269−2.1% | Reduced |
| Lido Advisors, LLC | 10,098 | $284.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,257 | $270.5K | 0.00% | +11,257 | New |
| Pictet Asset Management Holding SA | 11,166 | $268.3K | 0.00% | +1,798+19.2% | Added |
| Millennium Management LLC | 10,752 | $258.4K | 0.00% | −45,366−80.8% | Reduced |
| FJ Capital Management LLC | 10,454 | $251.2K | 0.03% | +10,454 | New |
| Ameriprise Financial Inc | 8,890 | $213.6K | 0.00% | −493,672−98.2% | Reduced |
| Yarbrough Capital, LLC | 8,780 | $211.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,560 | $205.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,429 | $203.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8,070 | $193.9K | 0.10% | +2,045+33.9% | Added |
| Tower Research Capital LLC (TRC) | 7,956 | $191.2K | 0.00% | +4,804+152.4% | Added |
| Great West Life Assurance Co | 7,510 | $181.0K | 0.00% | −13,044−63.5% | Reduced |
| HHM Wealth Advisors, LLC | 6,270 | $150.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,874 | $141.2K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,498 | $132.1K | 0.00% | −10,950−66.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,160 | $124.0K | 0.01% | +5,160 | New |
| US Bancorp | 4,269 | $102.6K | 0.00% | −5,367−55.7% | Reduced |
| Citigroup Inc | 3,898 | $93.7K | 0.00% | −8,761−69.2% | Reduced |
| GWM Advisors LLC | 3,475 | $83.5K | 0.00% | −7,600−68.6% | Reduced |
| IFP Advisors, Inc | 2,879 | $69.2K | 0.00% | −11−0.4% | Reduced |
| Amalgamated Bank | 2,243 | $54.0K | 0.00% | −65−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,191 | $52.6K | 0.00% | −6,357−74.4% | Reduced |
| KBC Group NV | 2,111 | $51.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,931 | $46.4K | 0.02% | +1,931 | New |
| Dorato Capital Management | 1,333 | $35.4K | 0.03% | +1,333 | New |
| Jones Financial Companies LLLP | 1,300 | $31.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,211 | $29.1K | 0.00% | +1,053+666.5% | Added |
| ZRC Wealth Management, LLC | 1,167 | $28.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,159 | $28.0K | 0.00% | +360+45.1% | Added |
| Quest Partners LLC | 1,022 | $24.6K | 0.00% | −930−47.6% | Reduced |
| Signaturefd, LLC | 978 | $23.5K | 0.00% | +496+102.9% | Added |
| First Horizon Corp | 959 | $23.0K | 0.00% | +427+80.3% | Added |
| Kestra Advisory Services, LLC | 883 | $21.2K | 0.00% | +883 | New |
| GAMMA Investing LLC | 811 | $19.5K | 0.00% | +583+255.7% | Added |
| Versant Capital Management, Inc | 783 | $18.8K | 0.00% | +770+5,923.1% | Added |
| Advisor Group Holdings, Inc. | 773 | $18.6K | 0.00% | −1,207−61.0% | Reduced |
| CWM, LLC | 738 | $18.0K | 0.00% | +471+176.4% | Added |
| MTM Investment Management, LLC | 700 | $16.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 639 | $15.4K | 0.00% | −20−3.0% | Reduced |
| Torren Management, LLC | 561 | $13.5K | 0.01% | +561 | New |
| Northwestern Mutual Wealth Management Co | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 467 | $11.2K | 0.00% | +297+174.7% | Added |
| Private Trust Co NA | 430 | $10.3K | 0.00% | +63+17.2% | Added |
| Farther Finance Advisors, LLC | 395 | $9.49K | 0.00% | +329+498.5% | Added |
| Atwood & Palmer Inc | 392 | $9.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 378 | $9.08K | 0.00% | +336+800.0% | Added |
| Umb Bank N A | 370 | $8.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 313 | $7.52K | 0.00% | +204+187.2% | Added |
| Los Angeles Capital Management LLC | 317 | $6.81K | 0.00% | +317 | New |
| SRS Capital Advisors, Inc. | 266 | $6.39K | 0.00% | +191+254.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 227 | $5.46K | 0.00% | +227 | New |
| Bare Financial Services, Inc | 200 | $4.81K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 191 | $4.59K | 0.00% | +42+28.2% | Added |
| Brown Brothers Harriman & Co | 165 | $3.96K | 0.00% | +165 | New |
| Aster Capital Management (DIFC) Ltd | 160 | $3.85K | 0.00% | −356−69.0% | Reduced |
| Private Wealth Management Group, LLC | 157 | $3.77K | 0.00% | +157 | New |
| Optiver Holding B.V. | 152 | $3.65K | 0.00% | −200−56.8% | Reduced |
| Parallel Advisors, LLC | 125 | $3.00K | 0.00% | +51+68.9% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $2.98K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 115 | $2.76K | 0.00% | +115 | New |
| Global Retirement Partners, LLC | 99 | $2.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $1.59K | 0.00% | +66 | New |
| Cape Investment Advisory, Inc. | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53 | $1.32K | 0.00% | +2+3.9% | Added |
| J.Safra Asset Management Corp | 52 | $1.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 40 | $1.02K | 0.00% | +22+122.2% | Added |
| Motiv8 Investments LLC | 60 | $1.00K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 34 | $817 | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 24 | $577 | 0.00% | +24 | New |
| Rothschild Investment LLC | 23 | $553 | 0.00% | −32−58.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9 | $216 | 0.00% | −45−83.3% | Reduced |
| Stone House Investment Management, LLC | 9 | $216 | 0.00% | +9 | New |