Skip to main content

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.

Q2 2026 vs. Q1 2026

How the institutions holding Baldwin Insurance Group, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BWIN: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2183228+13
Shares90.5M1.02M89.6M+108.9K (+0.1%)
Value$1.99B$22.4M$2.38B+$419.2M (+21.4%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BWIN in Q2 2026
InstitutionSharesValue% of portfolio
Bridgewater Advisors Inc.728,743$21.5M1.17%
Jupiter Topco LLC329,652$8.76M0.00%
Freestone Grove Partners LP327,679$8.71M0.06%
Gillson Capital LP172,991$4.60M0.27%
Lighthouse Investment Partners, LLC171,922$4.57M0.14%
Balyasny Asset Management LLC153,172$4.07M0.01%
Citadel Advisors LLC73,992$1.97M0.00%
First Trust Advisors LP62,929$1.67M0.00%
CSM Advisors, LLC51,388$1.36M0.03%
Cerity Partners LLC37,144$987.3K0.00%
Bleakley Financial Group, LLC36,470$969.4K0.01%
CIBC World Markets Inc.36,000$956.9K0.00%
Jain Global LLC32,371$860.4K0.01%
Weiss Asset Management LP27,680$735.7K0.01%
Allstate Corp23,998$637.9K0.01%
IMC-Chicago, LLC17,698$470.4K0.00%
Marshall Wace, LLP16,750$445.2K0.00%
Dockside LLC16,220$431.1K0.10%
Xponance, Inc.9,668$257.0K0.00%
Millennium Management LLC9,662$256.8K0.00%
King Luther Capital Management Corp8,500$225.9K0.00%
Walleye Capital LLC8,313$221.0K0.00%
Schonfeld Strategic Advisors LLC7,916$210.4K0.00%
Quantbot Technologies LP6,236$165.8K0.01%
Nykredit A/S4,108$109.2K0.00%
Lavaca Capital LLC3,800$101.0K0.01%
Group One Trading, L.P.2,631$69.9K0.00%
Continuum Advisory, LLC570$15.2K0.00%
Kemnay Advisory Services Inc.544$14.5K0.00%
Silver Grove Financial Group, Inc.312$8.29K0.00%
Stone House Investment Management, LLC195$5.18K0.00%
Fortitude Family Office, LLC172$4.57K0.00%
Fulcrum Asset Management LLP100$2.63K0.00%
Clearstead Advisors, LLC78$2.07K0.00%
Global Retirement Partners, LLC64$1.70K0.00%
Cape Investment Advisory, Inc.60$1.59K0.00%
SJS Investment Consulting Inc.28$7450.00%
Bogart Wealth, LLC20$5320.00%

Sold out (25)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (3)

Institutions that held Baldwin Insurance Group, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BWIN in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC881,885$19.3M
CWM, LLC114,948$2.52M
Skopos Labs, Inc.21,914$480.8K