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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +3+100.0% | Added |
| Hughes Financial Services, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $39 | 0.00% | −1−50.0% | Reduced |
| SBI Securities Co., Ltd. | 3 | $66 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $132 | 0.00% | +6 | New |
| Pinnacle Wealth Planning Services, Inc. | 16 | $351 | 0.00% | −211−93.0% | Reduced |
| Quadrant Capital Group LLC | 19 | $417 | 0.00% | −172−90.1% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $417 | 0.00% | +19 | New |
| Torren Management, LLC | 21 | $461 | 0.00% | −540−96.3% | Reduced |
| CoreCap Advisors, LLC | 24 | $527 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $592 | 0.00% | +27 | New |
| Smartleaf Asset Management LLC | 27 | $594 | 0.00% | −13−32.5% | Reduced |
| Root Financial Partners, LLC | 31 | $680 | 0.00% | +31 | New |
| Kilter Group LLC | 32 | $703 | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 41 | $900 | 0.00% | +7+20.6% | Added |
| Simplex Trading, LLC | 48 | $1.05K | 0.00% | +48 | New |
| Investors Portfolio Services LLC | 58 | $1.15K | 0.00% | +58 | New |
| SRS Capital Advisors, Inc. | 168 | $1.29K | 0.00% | −98−36.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 91 | $2.00K | 0.00% | +91 | New |
| J.Safra Asset Management Corp | 97 | $2.13K | 0.00% | +45+86.5% | Added |
| Whittier Trust Co of Nevada Inc | 119 | $2.63K | 0.00% | +66+124.5% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $2.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 148 | $3.25K | 0.00% | +147+14,700.0% | Added |
| Owl Creek Wealth Partners LLC | 160 | $3.51K | 0.00% | +160 | New |
| Bare Financial Services, Inc | 191 | $4.19K | 0.00% | −9−4.5% | Reduced |
| Rothschild Investment LLC | 289 | $6.34K | 0.00% | +266+1,156.5% | Added |
| Farther Finance Advisors, LLC | 300 | $6.46K | 0.00% | −95−24.1% | Reduced |
| Los Angeles Capital Management LLC | 317 | $6.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 370 | $8.12K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 392 | $8.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 410 | $8.99K | 0.00% | +258+169.7% | Added |
| Private Trust Co NA | 430 | $9.43K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 470 | $10.3K | 0.00% | +467+15,566.7% | Added |
| Aster Capital Management (DIFC) Ltd | 245 | $10.9K | 0.00% | +85+53.1% | Added |
| Parallel Advisors, LLC | 505 | $11.1K | 0.00% | +380+304.0% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $11.7K | 0.00% | +33+6.6% | Added |
| Sterling Capital Management LLC | 620 | $13.6K | 0.00% | +153+32.8% | Added |
| Nisa Investment Advisors, LLC | 650 | $14.3K | 0.00% | +11+1.7% | Added |
| ZRC Wealth Management, LLC | 672 | $14.7K | 0.01% | −495−42.4% | Reduced |
| MTM Investment Management, LLC | 700 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 741 | $16.3K | 0.00% | −32−4.1% | Reduced |
| Allworth Financial LP | 765 | $16.8K | 0.00% | +452+144.4% | Added |
| Versant Capital Management, Inc | 838 | $18.4K | 0.00% | +55+7.0% | Added |
| GAMMA Investing LLC | 889 | $19.5K | 0.00% | +78+9.6% | Added |
| EverSource Wealth Advisors, LLC | 1,278 | $28.0K | 0.00% | +900+238.1% | Added |
| Signaturefd, LLC | 1,288 | $28.3K | 0.00% | +310+31.7% | Added |
| Dorato Capital Management | 1,333 | $30.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,611 | $35.3K | 0.00% | +400+33.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,668 | $36.6K | 0.00% | +509+43.9% | Added |
| Wealth Preservation Advisors, LLC | 1,931 | $42.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,138 | $46.9K | 0.00% | +2,138 | New |
| IFP Advisors, Inc | 2,916 | $64.0K | 0.00% | +37+1.3% | Added |
| GWM Advisors LLC | 3,475 | $76.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,246 | $93.0K | 0.00% | +2,135+101.1% | Added |
| US Bancorp | 5,029 | $110.3K | 0.00% | +760+17.8% | Added |
| Ensign Peak Advisors, Inc | 5,498 | $120.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6,101 | $133.9K | 0.02% | +6,101 | New |
| HHM Wealth Advisors, LLC | 6,270 | $137.6K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,510 | $166.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,834 | $171.9K | 0.01% | +1,960+33.4% | Added |
| Cetera Trust Company, N.A | 8,070 | $177.1K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,429 | $185.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,919 | $195.7K | 0.00% | +6,728+307.1% | Added |
| Core Wealth Advisors, Inc. | 9,424 | $206.8K | 0.05% | +9,424 | New |
| Cloud Capital Management, LLC | 9,498 | $208.0K | 0.09% | +9,498 | New |
| Tower Research Capital LLC (TRC) | 9,654 | $211.8K | 0.01% | +1,698+21.3% | Added |
| Aurdan Capital Management, LLC | 9,700 | $212.8K | 0.06% | +9,700 | New |
| ZWJ Investment Counsel Inc | 9,844 | $216.0K | 0.01% | +9,844 | New |
| Lido Advisors, LLC | 10,027 | $220.0K | 0.00% | −71−0.7% | Reduced |
| Bessemer Group Inc | 10,280 | $226.0K | 0.00% | −33,850−76.7% | Reduced |
| Gotham Asset Management, LLC | 10,392 | $228.0K | 0.00% | +10,392 | New |
| Quantinno Capital Management LP | 10,617 | $232.9K | 0.00% | −15,470−59.3% | Reduced |
| Victory Capital Management Inc | 10,829 | $237.6K | 0.00% | +10,829 | New |
| Warren Averett Asset Management, LLC | 10,914 | $239.5K | 0.00% | +10,914 | New |
| Scientech Research LLC | 11,079 | $243.1K | 0.20% | +11,079 | New |
| Pictet Asset Management Holding SA | 11,166 | $245.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 11,875 | $260.5K | 0.01% | −493−4.0% | Reduced |
| Ameriprise Financial Inc | 11,990 | $263.1K | 0.00% | +3,100+34.9% | Added |
| ProShare Advisors LLC | 13,876 | $304.4K | 0.00% | +831+6.4% | Added |
| Prudential Financial Inc | 14,895 | $326.8K | 0.00% | +14,895 | New |
| KLP Kapitalforvaltning AS | 15,300 | $335.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,379 | $337.4K | 0.00% | +15,379 | New |
| SG Americas Securities, LLC | 15,388 | $338.0K | 0.00% | −264,382−94.5% | Reduced |
| Centiva Capital, LP | 15,879 | $348.4K | 0.02% | +15,879 | New |
| Voya Investment Management LLC | 15,981 | $350.6K | 0.00% | +3,238+25.4% | Added |
| Raymond James Financial Inc | 16,328 | $358.2K | 0.00% | −17,895−52.3% | Reduced |
| Holocene Advisors, LP | 16,446 | $360.8K | 0.00% | −46,796−74.0% | Reduced |
| Jones Financial Companies LLLP | 17,241 | $363.6K | 0.00% | +15,941+1,226.2% | Added |
| Citigroup Inc | 17,061 | $374.3K | 0.00% | +13,163+337.7% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $377.3K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,478 | $383.0K | 0.00% | +4,115+30.8% | Added |
| Vanguard Investments Australia, Ltd. | 17,894 | $392.6K | 0.00% | +17,894 | New |
| Intech Investment Management LLC | 18,767 | $411.7K | 0.00% | −7,304−28.0% | Reduced |
| Arizona State Retirement System | 19,699 | $432.2K | 0.00% | −204−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 16,726 | $443.7K | 0.03% | +70.0% | Added |
| Handelsbanken Fonder AB | 21,700 | $476.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 21,914 | $480.8K | 0.02% | +21,914 | New |
| Blair William & Co | 21,954 | $481.7K | 0.00% | −1,403−6.0% | Reduced |
| Empower Advisory Group, LLC | 22,806 | $500.4K | 0.00% | +22,806 | New |
| Numerai GP LLC | 23,664 | $519.2K | 0.05% | +23,664 | New |