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, Q1 2026
Institutional positions in Baldwin Insurance Group, Inc. as of Mar 31, 2026. 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
- 218
- +16 vs. Q4 2025
- Shares held
- 90.5M
- +16.6M (+22.5%) vs. Q4 2025
- Total value
- $1.99B
- +$210.9M (+11.9%) vs. Q4 2025
- New holders
- 46
- 92 more added
- Sold out
- 30
- 50 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13,954,062 | $306.2M | 0.02% | +3,157,711+29.2% | Added |
| William Blair Investment Management, LLC | 6,794,492 | $149.1M | 0.49% | −749,321−9.9% | Reduced |
| BlackRock, Inc. | 6,651,300 | $145.9M | 0.00% | +1,330,138+25.0% | Added |
| Bank of New York Mellon Corp | 3,918,087 | $86.0M | 0.02% | +1,044,200+36.3% | Added |
| Vanguard Portfolio Management LLC | 3,475,131 | $76.2M | 0.00% | +3,475,131 | New |
| Vanguard Capital Management LLC | 3,464,919 | $76.0M | 0.00% | +3,464,919 | New |
| Bamco Inc | 2,710,068 | $59.5M | 0.18% | −300,360−10.0% | Reduced |
| Westwood Holdings Group Inc. | 2,577,196 | $56.5M | 0.41% | −274,322−9.6% | Reduced |
| State Street Corp | 2,473,254 | $54.3M | 0.00% | +341,635+16.0% | Added |
| Geode Capital Management, LLC | 2,151,033 | $47.2M | 0.00% | +412,901+23.8% | Added |
| Nomura Asset Management International Inc. | 1,979,883 | $43.4M | 0.07% | +117,227+6.3% | Added |
| Morgan Stanley | 1,803,207 | $39.6M | 0.00% | +1,280,249+244.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,717,538 | $37.7M | 6.03% | +1,702,189+11,089.9% | Added |
| Capital International Investors | 1,643,557 | $36.1M | 0.01% | −1,974,575−54.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,572,803 | $34.5M | 0.02% | +417,244+36.1% | Added |
| Nomura Holdings Inc | 1,543,018 | $33.9M | 0.28% | +1,543,018 | New |
| Capital Research Global Investors | 1,542,849 | $33.9M | 0.01% | −1,474,222−48.9% | Reduced |
| Dimensional Fund Advisors LP | 1,333,871 | $29.3M | 0.01% | +191,482+16.8% | Added |
| UBS Group AG | 1,266,825 | $27.8M | 0.00% | +580,507+84.6% | Added |
| Artisan Partners Limited Partnership | 1,217,970 | $26.7M | 0.04% | +1,217,970 | New |
| Frontier Capital Management Co LLC | 1,102,452 | $24.2M | 0.25% | +845,551+329.1% | Added |
| Fiera Capital Corp | 1,043,772 | $22.9M | 0.08% | +52,559+5.3% | Added |
| Champlain Investment Partners, LLC | 1,034,260 | $22.7M | 0.29% | −2,616,150−71.7% | Reduced |
| American Century Companies Inc | 1,028,729 | $22.6M | 0.01% | +35,650+3.6% | Added |
| MetLife Investment Management | 937,693 | $20.6M | 0.10% | +318,401+51.4% | Added |
| Janus Henderson Group PLC | 881,885 | $19.3M | 0.01% | +98,600+12.6% | Added |
| Bank of America Corp | 848,407 | $18.6M | 0.00% | +289,879+51.9% | Added |
| Royal Bank of Canada | 778,281 | $17.1M | 0.00% | −122,885−13.6% | Reduced |
| Boston Partners | 772,703 | $17.0M | 0.02% | +724,627+1,507.3% | Added |
| Venator Management LLC | 773,345 | $17.0M | 4.08% | −3500.0% | Reduced |
| Northern Trust Corp | 751,326 | $16.5M | 0.00% | +162,750+27.7% | Added |
| Fenimore Asset Management Inc | 703,308 | $15.4M | 0.34% | +120,458+20.7% | Added |
| New York State Common Retirement Fund | 698,180 | $15.3M | 0.02% | +478,370+217.6% | Added |
| Goldman Sachs Group Inc | 682,472 | $15.0M | 0.00% | +302,819+79.8% | Added |
| Aristotle Capital Boston, LLC | 682,060 | $15.0M | 0.93% | −56,100−7.6% | Reduced |
| Charles Schwab Investment Management Inc | 678,224 | $14.9M | 0.00% | +78,798+13.1% | Added |
| Kennedy Capital Management, Inc. | 642,716 | $14.1M | 0.30% | −176,979−21.6% | Reduced |
| Confluence Investment Management LLC | 638,637 | $14.0M | 0.22% | +59,134+10.2% | Added |
| Vanguard Fiduciary Trust Co | 564,737 | $12.4M | 0.00% | +564,737 | New |
| Man Group plc | 536,852 | $11.8M | 0.02% | +536,852 | New |
| CI Private Wealth, LLC | 502,461 | $11.0M | 0.02% | +468,480+1,378.7% | Added |
| Woodline Partners LP | 489,940 | $10.7M | 0.04% | −968,374−66.4% | Reduced |
| SEI Investments Co | 456,174 | $10.0M | 0.01% | +111,640+32.4% | Added |
| Point72 Asset Management, L.P. | 446,978 | $9.81M | 0.02% | +337,625+308.7% | Added |
| Beck Mack & Oliver LLC | 427,085 | $9.37M | 0.19% | +137,310+47.4% | Added |
| JPMorgan Chase & Co | 424,138 | $9.34M | 0.00% | −898,894−67.9% | Reduced |
| CIBC Bancorp USA Inc. | 404,820 | $8.88M | 0.01% | +404,820 | New |
| Tributary Capital Management, LLC | 368,368 | $8.08M | 0.78% | −9,850−2.6% | Reduced |
| State of Wisconsin Investment Board | 367,911 | $8.07M | 0.02% | −19,567−5.0% | Reduced |
| Palisade Capital Management LLC | 363,453 | $7.97M | 0.27% | +363,453 | New |
| 1776 Wealth LLC | 359,191 | $7.88M | 3.10% | +359,191 | New |
| Equitable Trust Co | 282,998 | $6.21M | 0.29% | +282,998 | New |
| Nuveen, LLC | 270,804 | $5.94M | 0.00% | +27,917+11.5% | Added |
| Peregrine Capital Management LLC | 266,910 | $5.86M | 0.22% | +266,910 | New |
| MAI Capital Management | 221,457 | $4.86M | 0.03% | +42,591+23.8% | Added |
| Price T Rowe Associates Inc | 215,930 | $4.74M | 0.00% | +61,804+40.1% | Added |
| UBS Asset Management Americas Inc | 196,171 | $4.30M | 0.00% | +5,611+2.9% | Added |
| Nicholas Company, Inc. | 184,180 | $4.04M | 0.08% | −930−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 150,183 | $3.30M | 0.18% | +92,923+162.3% | Added |
| Envestnet Asset Management Inc | 144,959 | $3.18M | 0.00% | +25,976+21.8% | Added |
| Wells Fargo & Company | 140,710 | $3.09M | 0.00% | −39,203−21.8% | Reduced |
| Swiss National Bank | 140,700 | $3.09M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 134,413 | $2.95M | 0.01% | +13,791+11.4% | Added |
| Summit Creek Advisors LLC | 133,917 | $2.94M | 0.60% | −14,548−9.8% | Reduced |
| Pathway Financial Advisors LLC | 128,718 | $2.88M | 0.36% | 00.0% | Unchanged |
| XTX Topco Ltd | 122,105 | $2.68M | 0.05% | +97,979+406.1% | Added |
| Alliancebernstein L.P. | 106,223 | $2.55M | 0.00% | +24,080+29.3% | Added |
| CWM, LLC | 114,948 | $2.52M | 0.01% | +114,210+15,475.6% | Added |
| Public Employees Retirement System of Ohio | 103,595 | $2.27M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 103,492 | $2.27M | 0.00% | +17,339+20.1% | Added |
| Madison Asset Management, LLC | 103,324 | $2.27M | 0.03% | −958−0.9% | Reduced |
| AQR Capital Management LLC | 100,095 | $2.20M | 0.00% | +87,340+684.8% | Added |
| Kornitzer Capital Management Inc | 98,480 | $2.16M | 0.05% | −81,039−45.1% | Reduced |
| California State Teachers Retirement System | 97,862 | $2.15M | 0.00% | +29,741+43.7% | Added |
| HighTower Advisors, LLC | 93,077 | $2.04M | 0.00% | +93,077 | New |
| Campbell & CO Investment Adviser LLC | 90,230 | $1.98M | 0.11% | +57,714+177.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 83,508 | $1.87M | 0.00% | −55,107−39.8% | Reduced |
| Brown Brothers Harriman & Co | 80,665 | $1.77M | 0.01% | +80,500+48,787.9% | Added |
| Deutsche Bank AG | 79,759 | $1.75M | 0.00% | +19,806+33.0% | Added |
| Fifth Third Bancorp | 79,193 | $1.74M | 0.00% | +79,193 | New |
| Laird Norton Trust Company, LLC | 74,915 | $1.64M | 0.04% | −23,076−23.5% | Reduced |
| HB Wealth Management, LLC | 74,451 | $1.63M | 0.01% | +703+1.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,402 | $1.59M | 0.00% | +12,873+21.6% | Added |
| Invesco Ltd. | 70,102 | $1.54M | 0.00% | +8,690+14.2% | Added |
| Quadrant Private Wealth Management, LLC | 62,701 | $1.38M | 0.21% | −4,200−6.3% | Reduced |
| Russell Investments Group, Ltd. | 59,269 | $1.30M | 0.00% | −39,761−40.2% | Reduced |
| Captrust Financial Advisors | 59,046 | $1.30M | 0.00% | +15,963+37.1% | Added |
| Legal & General Group Plc | 56,750 | $1.25M | 0.00% | −15,218−21.1% | Reduced |
| Creative Planning | 55,233 | $1.21M | 0.00% | +27,593+99.8% | Added |
| Sapient Capital LLC | 50,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 48,396 | $1.06M | 0.00% | −18,052−27.2% | Reduced |
| Jefferies Financial Group Inc. | 48,258 | $1.06M | 0.01% | +48,258 | New |
| Vanguard Asset Management, Ltd | 46,168 | $1.01M | 0.00% | +46,168 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 44,908 | $985.3K | 0.00% | +11,770+35.5% | Added |
| SummitTX Capital, L.P. | 43,124 | $946.1K | 0.03% | +43,124 | New |
| Mariner, LLC | 42,303 | $928.1K | 0.00% | +9,567+29.2% | Added |
| Manufacturers Life Insurance Company, The | 40,864 | $896.6K | 0.00% | +9,167+28.9% | Added |
| Susquehanna International Group, LLP | 38,590 | $846.7K | 0.00% | +27,333+242.8% | Added |
| Entrewealth, LLC | 37,337 | $819.2K | 0.37% | 00.0% | Unchanged |
| Washington Trust Bank | 36,217 | $794.6K | 0.06% | 00.0% | Unchanged |