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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.

Q1 2026 vs. Q4 2025

How the institutions holding Baldwin Insurance Group, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of BWIN: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2064218+16
Shares80.7M6.88M90.5M+16.6M (+22.5%)
Value$1.94B$165.3M$1.99B+$210.9M (+11.9%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to BWIN in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,475,131$76.2M0.00%
Vanguard Capital Management LLC3,464,919$76.0M0.00%
Nomura Holdings Inc1,543,018$33.9M0.28%
Artisan Partners Limited Partnership1,217,970$26.7M0.04%
Vanguard Fiduciary Trust Co564,737$12.4M0.00%
Man Group plc536,852$11.8M0.02%
CIBC Bancorp USA Inc.404,820$8.88M0.01%
Palisade Capital Management LLC363,453$7.97M0.27%
1776 Wealth LLC359,191$7.88M3.10%
Equitable Trust Co282,998$6.21M0.29%
Peregrine Capital Management LLC266,910$5.86M0.22%
HighTower Advisors, LLC93,077$2.04M0.00%
Fifth Third Bancorp79,193$1.74M0.00%
Jefferies Financial Group Inc.48,258$1.06M0.01%
Vanguard Asset Management, Ltd46,168$1.01M0.00%
SummitTX Capital, L.P.43,124$946.1K0.03%
Vanguard Global Advisers, LLC32,004$702.2K0.00%
Aptus Capital Advisors, LLC29,613$649.7K0.01%
Sunburst Financial Group, LLC29,281$642.4K0.12%
Americana Partners, LLC24,156$530.0K0.01%
Numerai GP LLC23,664$519.2K0.05%
Empower Advisory Group, LLC22,806$500.4K0.00%
Skopos Labs, Inc.21,914$480.8K0.02%
Vanguard Investments Australia, Ltd.17,894$392.6K0.00%
Centiva Capital, LP15,879$348.4K0.02%
Brevan Howard Capital Management LP15,379$337.4K0.00%
Prudential Financial Inc14,895$326.8K0.00%
Scientech Research LLC11,079$243.1K0.20%
Warren Averett Asset Management, LLC10,914$239.5K0.00%
Victory Capital Management Inc10,829$237.6K0.00%
Gotham Asset Management, LLC10,392$228.0K0.00%
ZWJ Investment Counsel Inc9,844$216.0K0.01%
Aurdan Capital Management, LLC9,700$212.8K0.06%
Cloud Capital Management, LLC9,498$208.0K0.09%
Core Wealth Advisors, Inc.9,424$206.8K0.05%
Caitong International Asset Management Co., Ltd6,101$133.9K0.02%
Parkside Financial Bank & Trust2,138$46.9K0.00%
Owl Creek Wealth Partners LLC160$3.51K0.00%
Keating Financial Advisory Services, Inc.91$2.00K0.00%
Investors Portfolio Services LLC58$1.15K0.00%
Simplex Trading, LLC48$1.05K0.00%
Kilter Group LLC32$7030.00%
Root Financial Partners, LLC31$6800.00%
Park Place Capital Corp27$5920.00%
Bruce G. Allen Investments, LLC19$4170.00%
Ronald Blue Trust, Inc.6$1320.00%

Sold out (30)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (4)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc6,851,874$164.7M
Comerica Bank27,880$670.0K
Global Retirement Partners, LLC99$2.38K
Motiv8 Investments LLC60$1.00K