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 |
|---|---|---|---|---|---|
| Barclays PLC | 23,688 | $519.7K | 0.00% | −87,626−78.7% | Reduced |
| Brinker Capital Investments, LLC | 24,098 | $528.7K | 0.00% | +6,662+38.2% | Added |
| Americana Partners, LLC | 24,156 | $530.0K | 0.01% | +24,156 | New |
| Police & Firemen's Retirement System of New Jersey | 25,862 | $567.4K | 0.00% | +6,407+32.9% | Added |
| Assetmark, Inc | 26,293 | $576.9K | 0.00% | −369−1.4% | Reduced |
| Advisory Services Network, LLC | 26,415 | $579.5K | 0.01% | +2,058+8.4% | Added |
| Zions Bancorporation, National Association | 26,483 | $581.0K | 0.04% | −16,469−38.3% | Reduced |
| Stifel Financial Corp | 26,633 | $584.3K | 0.00% | +3,666+16.0% | Added |
| Panagora Asset Management Inc | 26,783 | $587.6K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 27,000 | $592.4K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 29,281 | $642.4K | 0.12% | +29,281 | New |
| Harbor Capital Advisors, Inc. | 29,451 | $646.0K | 0.05% | +5,883+25.0% | Added |
| Aptus Capital Advisors, LLC | 29,613 | $649.7K | 0.01% | +29,613 | New |
| Cambridge Investment Research Advisors, Inc. | 31,183 | $684.0K | 0.00% | +34+0.1% | Added |
| Vanguard Global Advisers, LLC | 32,004 | $702.2K | 0.00% | +32,004 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,739 | $718.3K | 0.00% | −8,600−20.8% | Reduced |
| Diversified Trust Co | 33,483 | $734.6K | 0.01% | −26,319−44.0% | Reduced |
| Natixis | 34,000 | $746.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Bank | 36,217 | $794.6K | 0.06% | 00.0% | Unchanged |
| Entrewealth, LLC | 37,337 | $819.2K | 0.37% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,590 | $846.7K | 0.00% | +27,333+242.8% | Added |
| Manufacturers Life Insurance Company, The | 40,864 | $896.6K | 0.00% | +9,167+28.9% | Added |
| Mariner, LLC | 42,303 | $928.1K | 0.00% | +9,567+29.2% | Added |
| SummitTX Capital, L.P. | 43,124 | $946.1K | 0.03% | +43,124 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 44,908 | $985.3K | 0.00% | +11,770+35.5% | Added |
| Vanguard Asset Management, Ltd | 46,168 | $1.01M | 0.00% | +46,168 | New |
| Jefferies Financial Group Inc. | 48,258 | $1.06M | 0.01% | +48,258 | New |
| LPL Financial LLC | 48,396 | $1.06M | 0.00% | −18,052−27.2% | Reduced |
| Sapient Capital LLC | 50,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 55,233 | $1.21M | 0.00% | +27,593+99.8% | Added |
| Legal & General Group Plc | 56,750 | $1.25M | 0.00% | −15,218−21.1% | Reduced |
| Captrust Financial Advisors | 59,046 | $1.30M | 0.00% | +15,963+37.1% | Added |
| Russell Investments Group, Ltd. | 59,269 | $1.30M | 0.00% | −39,761−40.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 62,701 | $1.38M | 0.21% | −4,200−6.3% | Reduced |
| Invesco Ltd. | 70,102 | $1.54M | 0.00% | +8,690+14.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,402 | $1.59M | 0.00% | +12,873+21.6% | Added |
| HB Wealth Management, LLC | 74,451 | $1.63M | 0.01% | +703+1.0% | Added |
| Laird Norton Trust Company, LLC | 74,915 | $1.64M | 0.04% | −23,076−23.5% | Reduced |
| Fifth Third Bancorp | 79,193 | $1.74M | 0.00% | +79,193 | New |
| Deutsche Bank AG | 79,759 | $1.75M | 0.00% | +19,806+33.0% | Added |
| Brown Brothers Harriman & Co | 80,665 | $1.77M | 0.01% | +80,500+48,787.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 83,508 | $1.87M | 0.00% | −55,107−39.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 90,230 | $1.98M | 0.11% | +57,714+177.5% | Added |
| HighTower Advisors, LLC | 93,077 | $2.04M | 0.00% | +93,077 | New |
| California State Teachers Retirement System | 97,862 | $2.15M | 0.00% | +29,741+43.7% | Added |
| Kornitzer Capital Management Inc | 98,480 | $2.16M | 0.05% | −81,039−45.1% | Reduced |
| AQR Capital Management LLC | 100,095 | $2.20M | 0.00% | +87,340+684.8% | Added |
| Madison Asset Management, LLC | 103,324 | $2.27M | 0.03% | −958−0.9% | Reduced |
| Rhumbline Advisers | 103,492 | $2.27M | 0.00% | +17,339+20.1% | Added |
| Public Employees Retirement System of Ohio | 103,595 | $2.27M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 114,948 | $2.52M | 0.01% | +114,210+15,475.6% | Added |
| Alliancebernstein L.P. | 106,223 | $2.55M | 0.00% | +24,080+29.3% | Added |
| XTX Topco Ltd | 122,105 | $2.68M | 0.05% | +97,979+406.1% | Added |
| Pathway Financial Advisors LLC | 128,718 | $2.88M | 0.36% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 133,917 | $2.94M | 0.60% | −14,548−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 134,413 | $2.95M | 0.01% | +13,791+11.4% | Added |
| Swiss National Bank | 140,700 | $3.09M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 140,710 | $3.09M | 0.00% | −39,203−21.8% | Reduced |
| Envestnet Asset Management Inc | 144,959 | $3.18M | 0.00% | +25,976+21.8% | Added |
| Smith Chas P & Associates Pa Cpas | 150,183 | $3.30M | 0.18% | +92,923+162.3% | Added |
| Nicholas Company, Inc. | 184,180 | $4.04M | 0.08% | −930−0.5% | Reduced |
| UBS Asset Management Americas Inc | 196,171 | $4.30M | 0.00% | +5,611+2.9% | Added |
| Price T Rowe Associates Inc | 215,930 | $4.74M | 0.00% | +61,804+40.1% | Added |
| MAI Capital Management | 221,457 | $4.86M | 0.03% | +42,591+23.8% | Added |
| Peregrine Capital Management LLC | 266,910 | $5.86M | 0.22% | +266,910 | New |
| Nuveen, LLC | 270,804 | $5.94M | 0.00% | +27,917+11.5% | Added |
| Equitable Trust Co | 282,998 | $6.21M | 0.29% | +282,998 | New |
| 1776 Wealth LLC | 359,191 | $7.88M | 3.10% | +359,191 | New |
| Palisade Capital Management LLC | 363,453 | $7.97M | 0.27% | +363,453 | New |
| State of Wisconsin Investment Board | 367,911 | $8.07M | 0.02% | −19,567−5.0% | Reduced |
| Tributary Capital Management, LLC | 368,368 | $8.08M | 0.78% | −9,850−2.6% | Reduced |
| CIBC Bancorp USA Inc. | 404,820 | $8.88M | 0.01% | +404,820 | New |
| JPMorgan Chase & Co | 424,138 | $9.34M | 0.00% | −898,894−67.9% | Reduced |
| Beck Mack & Oliver LLC | 427,085 | $9.37M | 0.19% | +137,310+47.4% | Added |
| Point72 Asset Management, L.P. | 446,978 | $9.81M | 0.02% | +337,625+308.7% | Added |
| SEI Investments Co | 456,174 | $10.0M | 0.01% | +111,640+32.4% | Added |
| Woodline Partners LP | 489,940 | $10.7M | 0.04% | −968,374−66.4% | Reduced |
| CI Private Wealth, LLC | 502,461 | $11.0M | 0.02% | +468,480+1,378.7% | Added |
| Man Group plc | 536,852 | $11.8M | 0.02% | +536,852 | New |
| Vanguard Fiduciary Trust Co | 564,737 | $12.4M | 0.00% | +564,737 | New |
| Confluence Investment Management LLC | 638,637 | $14.0M | 0.22% | +59,134+10.2% | Added |
| Kennedy Capital Management, Inc. | 642,716 | $14.1M | 0.30% | −176,979−21.6% | Reduced |
| Charles Schwab Investment Management Inc | 678,224 | $14.9M | 0.00% | +78,798+13.1% | Added |
| Aristotle Capital Boston, LLC | 682,060 | $15.0M | 0.93% | −56,100−7.6% | Reduced |
| Goldman Sachs Group Inc | 682,472 | $15.0M | 0.00% | +302,819+79.8% | Added |
| New York State Common Retirement Fund | 698,180 | $15.3M | 0.02% | +478,370+217.6% | Added |
| Fenimore Asset Management Inc | 703,308 | $15.4M | 0.34% | +120,458+20.7% | Added |
| Northern Trust Corp | 751,326 | $16.5M | 0.00% | +162,750+27.7% | Added |
| Venator Management LLC | 773,345 | $17.0M | 4.08% | −3500.0% | Reduced |
| Boston Partners | 772,703 | $17.0M | 0.02% | +724,627+1,507.3% | Added |
| Royal Bank of Canada | 778,281 | $17.1M | 0.00% | −122,885−13.6% | Reduced |
| Bank of America Corp | 848,407 | $18.6M | 0.00% | +289,879+51.9% | Added |
| Janus Henderson Group PLC | 881,885 | $19.3M | 0.01% | +98,600+12.6% | Added |
| MetLife Investment Management | 937,693 | $20.6M | 0.10% | +318,401+51.4% | Added |
| American Century Companies Inc | 1,028,729 | $22.6M | 0.01% | +35,650+3.6% | Added |
| Champlain Investment Partners, LLC | 1,034,260 | $22.7M | 0.29% | −2,616,150−71.7% | Reduced |
| Fiera Capital Corp | 1,043,772 | $22.9M | 0.08% | +52,559+5.3% | Added |
| Frontier Capital Management Co LLC | 1,102,452 | $24.2M | 0.25% | +845,551+329.1% | Added |
| Artisan Partners Limited Partnership | 1,217,970 | $26.7M | 0.04% | +1,217,970 | New |
| UBS Group AG | 1,266,825 | $27.8M | 0.00% | +580,507+84.6% | Added |