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 |
|---|---|---|---|---|---|
| Natixis | 34,000 | $746.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 33,483 | $734.6K | 0.01% | −26,319−44.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,739 | $718.3K | 0.00% | −8,600−20.8% | Reduced |
| Vanguard Global Advisers, LLC | 32,004 | $702.2K | 0.00% | +32,004 | New |
| Cambridge Investment Research Advisors, Inc. | 31,183 | $684.0K | 0.00% | +34+0.1% | Added |
| Aptus Capital Advisors, LLC | 29,613 | $649.7K | 0.01% | +29,613 | New |
| Harbor Capital Advisors, Inc. | 29,451 | $646.0K | 0.05% | +5,883+25.0% | Added |
| Sunburst Financial Group, LLC | 29,281 | $642.4K | 0.12% | +29,281 | New |
| Red Door Wealth Management, LLC | 27,000 | $592.4K | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 26,783 | $587.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,633 | $584.3K | 0.00% | +3,666+16.0% | Added |
| Zions Bancorporation, National Association | 26,483 | $581.0K | 0.04% | −16,469−38.3% | Reduced |
| Advisory Services Network, LLC | 26,415 | $579.5K | 0.01% | +2,058+8.4% | Added |
| Assetmark, Inc | 26,293 | $576.9K | 0.00% | −369−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,862 | $567.4K | 0.00% | +6,407+32.9% | Added |
| Americana Partners, LLC | 24,156 | $530.0K | 0.01% | +24,156 | New |
| Brinker Capital Investments, LLC | 24,098 | $528.7K | 0.00% | +6,662+38.2% | Added |
| Barclays PLC | 23,688 | $519.7K | 0.00% | −87,626−78.7% | Reduced |
| Numerai GP LLC | 23,664 | $519.2K | 0.05% | +23,664 | New |
| Empower Advisory Group, LLC | 22,806 | $500.4K | 0.00% | +22,806 | New |
| Blair William & Co | 21,954 | $481.7K | 0.00% | −1,403−6.0% | Reduced |
| Skopos Labs, Inc. | 21,914 | $480.8K | 0.02% | +21,914 | New |
| Handelsbanken Fonder AB | 21,700 | $476.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 16,726 | $443.7K | 0.03% | +70.0% | Added |
| Arizona State Retirement System | 19,699 | $432.2K | 0.00% | −204−1.0% | Reduced |
| Intech Investment Management LLC | 18,767 | $411.7K | 0.00% | −7,304−28.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,894 | $392.6K | 0.00% | +17,894 | New |
| Natixis Advisors, L.P. | 17,478 | $383.0K | 0.00% | +4,115+30.8% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $377.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 17,061 | $374.3K | 0.00% | +13,163+337.7% | Added |
| Jones Financial Companies LLLP | 17,241 | $363.6K | 0.00% | +15,941+1,226.2% | Added |
| Holocene Advisors, LP | 16,446 | $360.8K | 0.00% | −46,796−74.0% | Reduced |
| Raymond James Financial Inc | 16,328 | $358.2K | 0.00% | −17,895−52.3% | Reduced |
| Voya Investment Management LLC | 15,981 | $350.6K | 0.00% | +3,238+25.4% | Added |
| Centiva Capital, LP | 15,879 | $348.4K | 0.02% | +15,879 | New |
| SG Americas Securities, LLC | 15,388 | $338.0K | 0.00% | −264,382−94.5% | Reduced |
| Brevan Howard Capital Management LP | 15,379 | $337.4K | 0.00% | +15,379 | New |
| KLP Kapitalforvaltning AS | 15,300 | $335.7K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,895 | $326.8K | 0.00% | +14,895 | New |
| ProShare Advisors LLC | 13,876 | $304.4K | 0.00% | +831+6.4% | Added |
| Ameriprise Financial Inc | 11,990 | $263.1K | 0.00% | +3,100+34.9% | Added |
| First National Bank of Omaha | 11,875 | $260.5K | 0.01% | −493−4.0% | Reduced |
| Pictet Asset Management Holding SA | 11,166 | $245.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 11,079 | $243.1K | 0.20% | +11,079 | New |
| Warren Averett Asset Management, LLC | 10,914 | $239.5K | 0.00% | +10,914 | New |
| Victory Capital Management Inc | 10,829 | $237.6K | 0.00% | +10,829 | New |
| Quantinno Capital Management LP | 10,617 | $232.9K | 0.00% | −15,470−59.3% | Reduced |
| Gotham Asset Management, LLC | 10,392 | $228.0K | 0.00% | +10,392 | New |
| Bessemer Group Inc | 10,280 | $226.0K | 0.00% | −33,850−76.7% | Reduced |
| Lido Advisors, LLC | 10,027 | $220.0K | 0.00% | −71−0.7% | Reduced |
| ZWJ Investment Counsel Inc | 9,844 | $216.0K | 0.01% | +9,844 | New |
| Aurdan Capital Management, LLC | 9,700 | $212.8K | 0.06% | +9,700 | New |
| Tower Research Capital LLC (TRC) | 9,654 | $211.8K | 0.01% | +1,698+21.3% | Added |
| Cloud Capital Management, LLC | 9,498 | $208.0K | 0.09% | +9,498 | New |
| Core Wealth Advisors, Inc. | 9,424 | $206.8K | 0.05% | +9,424 | New |
| The PNC Financial Services Group, Inc. | 8,919 | $195.7K | 0.00% | +6,728+307.1% | Added |
| Public Employees Retirement Association of Colorado | 8,429 | $185.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8,070 | $177.1K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,834 | $171.9K | 0.01% | +1,960+33.4% | Added |
| Great West Life Assurance Co | 7,510 | $166.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $137.6K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6,101 | $133.9K | 0.02% | +6,101 | New |
| Ensign Peak Advisors, Inc | 5,498 | $120.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,029 | $110.3K | 0.00% | +760+17.8% | Added |
| KBC Group NV | 4,246 | $93.0K | 0.00% | +2,135+101.1% | Added |
| GWM Advisors LLC | 3,475 | $76.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,916 | $64.0K | 0.00% | +37+1.3% | Added |
| Parkside Financial Bank & Trust | 2,138 | $46.9K | 0.00% | +2,138 | New |
| Wealth Preservation Advisors, LLC | 1,931 | $42.4K | 0.04% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,668 | $36.6K | 0.00% | +509+43.9% | Added |
| Larson Financial Group LLC | 1,611 | $35.3K | 0.00% | +400+33.0% | Added |
| Dorato Capital Management | 1,333 | $30.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,288 | $28.3K | 0.00% | +310+31.7% | Added |
| EverSource Wealth Advisors, LLC | 1,278 | $28.0K | 0.00% | +900+238.1% | Added |
| GAMMA Investing LLC | 889 | $19.5K | 0.00% | +78+9.6% | Added |
| Versant Capital Management, Inc | 838 | $18.4K | 0.00% | +55+7.0% | Added |
| Allworth Financial LP | 765 | $16.8K | 0.00% | +452+144.4% | Added |
| Advisor Group Holdings, Inc. | 741 | $16.3K | 0.00% | −32−4.1% | Reduced |
| MTM Investment Management, LLC | 700 | $15.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 672 | $14.7K | 0.01% | −495−42.4% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $14.3K | 0.00% | +11+1.7% | Added |
| Sterling Capital Management LLC | 620 | $13.6K | 0.00% | +153+32.8% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $11.7K | 0.00% | +33+6.6% | Added |
| Parallel Advisors, LLC | 505 | $11.1K | 0.00% | +380+304.0% | Added |
| Aster Capital Management (DIFC) Ltd | 245 | $10.9K | 0.00% | +85+53.1% | Added |
| Essential Partners LLC | 470 | $10.3K | 0.00% | +467+15,566.7% | Added |
| Private Trust Co NA | 430 | $9.43K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 410 | $8.99K | 0.00% | +258+169.7% | Added |
| Atwood & Palmer Inc | 392 | $8.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 370 | $8.12K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 317 | $6.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $6.46K | 0.00% | −95−24.1% | Reduced |
| Rothschild Investment LLC | 289 | $6.34K | 0.00% | +266+1,156.5% | Added |
| Bare Financial Services, Inc | 191 | $4.19K | 0.00% | −9−4.5% | Reduced |
| Owl Creek Wealth Partners LLC | 160 | $3.51K | 0.00% | +160 | New |
| Huntington National Bank | 148 | $3.25K | 0.00% | +147+14,700.0% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $2.72K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 119 | $2.63K | 0.00% | +66+124.5% | Added |
| J.Safra Asset Management Corp | 97 | $2.13K | 0.00% | +45+86.5% | Added |
| Keating Financial Advisory Services, Inc. | 91 | $2.00K | 0.00% | +91 | New |