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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,333,871 | $29.3M | 0.01% | +191,482+16.8% | Added |
| Capital Research Global Investors | 1,542,849 | $33.9M | 0.01% | −1,474,222−48.9% | Reduced |
| Nomura Holdings Inc | 1,543,018 | $33.9M | 0.28% | +1,543,018 | New |
| T. Rowe Price Investment Management, Inc. | 1,572,803 | $34.5M | 0.02% | +417,244+36.1% | Added |
| Capital International Investors | 1,643,557 | $36.1M | 0.01% | −1,974,575−54.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,717,538 | $37.7M | 6.03% | +1,702,189+11,089.9% | Added |
| Morgan Stanley | 1,803,207 | $39.6M | 0.00% | +1,280,249+244.8% | Added |
| Nomura Asset Management International Inc. | 1,979,883 | $43.4M | 0.07% | +117,227+6.3% | Added |
| Geode Capital Management, LLC | 2,151,033 | $47.2M | 0.00% | +412,901+23.8% | Added |
| State Street Corp | 2,473,254 | $54.3M | 0.00% | +341,635+16.0% | Added |
| Westwood Holdings Group Inc. | 2,577,196 | $56.5M | 0.41% | −274,322−9.6% | Reduced |
| Bamco Inc | 2,710,068 | $59.5M | 0.18% | −300,360−10.0% | Reduced |
| Vanguard Capital Management LLC | 3,464,919 | $76.0M | 0.00% | +3,464,919 | New |
| Vanguard Portfolio Management LLC | 3,475,131 | $76.2M | 0.00% | +3,475,131 | New |
| Bank of New York Mellon Corp | 3,918,087 | $86.0M | 0.02% | +1,044,200+36.3% | Added |
| BlackRock, Inc. | 6,651,300 | $145.9M | 0.00% | +1,330,138+25.0% | Added |
| William Blair Investment Management, LLC | 6,794,492 | $149.1M | 0.49% | −749,321−9.9% | Reduced |
| FMR LLC | 13,954,062 | $306.2M | 0.02% | +3,157,711+29.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −556,299−100.0% | Sold out |
| Milford Funds Ltd | 0 | $0 | 0.00% | −346,319−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −301,576−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −269,838−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −176,047−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −153,228−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −95,581−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −87,008−100.0% | Sold out |
| Austin Wealth Management, LLC | 0 | $0 | 0.00% | −37,337−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −38,933−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −37,773−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −22,740−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −21,524−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,612−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −17,023−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |