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, Q2 2026
Institutional positions in Baldwin Insurance Group, Inc. as of Jun 30, 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
- 228
- +13 vs. Q1 2026
- Shares held
- 89.6M
- +108.9K (+0.1%) vs. Q1 2026
- Total value
- $2.38B
- +$419.2M (+21.4%) vs. Q1 2026
- New holders
- 38
- 69 more added
- Sold out
- 25
- 79 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $53 | 0.00% | +1+100.0% | Added |
| SBI Securities Co., Ltd. | 4 | $106 | 0.00% | +1+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16 | $425 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $505 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $532 | 0.00% | +20 | New |
| Torren Management, LLC | 21 | $558 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $709 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $718 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $745 | 0.00% | +28 | New |
| CoreCap Advisors, LLC | 31 | $824 | 0.00% | +7+29.2% | Added |
| Kilter Group LLC | 32 | $851 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $1.00K | 0.00% | +25+416.7% | Added |
| Investors Portfolio Services LLC | 58 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $1.59K | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 64 | $1.70K | 0.00% | +64 | New |
| Clearstead Advisors, LLC | 78 | $2.07K | 0.00% | +78 | New |
| Keating Financial Advisory Services, Inc. | 89 | $2.37K | 0.00% | −2−2.2% | Reduced |
| Fulcrum Asset Management LLP | 100 | $2.63K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 119 | $3.25K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 148 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 169 | $4.49K | 0.00% | −22−11.5% | Reduced |
| Fortitude Family Office, LLC | 172 | $4.57K | 0.00% | +172 | New |
| Stone House Investment Management, LLC | 195 | $5.18K | 0.00% | +195 | New |
| J.Safra Asset Management Corp | 253 | $6.72K | 0.00% | +156+160.8% | Added |
| Essential Partners LLC | 298 | $7.92K | 0.00% | −172−36.6% | Reduced |
| Silver Grove Financial Group, Inc. | 312 | $8.29K | 0.00% | +312 | New |
| Los Angeles Capital Management LLC | 317 | $8.43K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 337 | $8.96K | 0.00% | +48+16.6% | Added |
| Sterling Capital Management LLC | 344 | $9.14K | 0.00% | −276−44.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 352 | $9.36K | 0.00% | −5,749−94.2% | Reduced |
| Umb Bank N A | 370 | $9.84K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 392 | $10.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 405 | $10.8K | 0.00% | +245+153.1% | Added |
| Private Trust Co NA | 430 | $11.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 434 | $11.5K | 0.00% | −331−43.3% | Reduced |
| Parallel Advisors, LLC | 490 | $13.0K | 0.00% | −15−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $13.3K | 0.00% | −33−6.2% | Reduced |
| Farther Finance Advisors, LLC | 514 | $13.6K | 0.00% | +214+71.3% | Added |
| Kemnay Advisory Services Inc. | 544 | $14.5K | 0.00% | +544 | New |
| Continuum Advisory, LLC | 570 | $15.2K | 0.00% | +570 | New |
| Optiver Holding B.V. | 624 | $16.6K | 0.00% | +214+52.2% | Added |
| Nisa Investment Advisors, LLC | 647 | $17.2K | 0.00% | −3−0.5% | Reduced |
| ZRC Wealth Management, LLC | 672 | $17.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 694 | $18.4K | 0.00% | −584−45.7% | Reduced |
| MTM Investment Management, LLC | 700 | $18.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 727 | $19.3K | 0.00% | −162−18.2% | Reduced |
| Signaturefd, LLC | 1,040 | $27.6K | 0.00% | −248−19.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,105 | $29.4K | 0.00% | +937+557.7% | Added |
| Versant Capital Management, Inc | 1,201 | $31.9K | 0.00% | +363+43.3% | Added |
| Larson Financial Group LLC | 1,261 | $33.5K | 0.00% | −350−21.7% | Reduced |
| Dorato Capital Management | 1,333 | $35.3K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,342 | $35.7K | 0.00% | −326−19.5% | Reduced |
| Parkside Financial Bank & Trust | 2,080 | $55.3K | 0.00% | −58−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,087 | $55.5K | 0.00% | +1,346+181.6% | Added |
| Group One Trading, L.P. | 2,631 | $69.9K | 0.00% | +2,631 | New |
| IFP Advisors, Inc | 2,811 | $74.7K | 0.00% | −105−3.6% | Reduced |
| GWM Advisors LLC | 3,475 | $92.4K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3,800 | $101.0K | 0.01% | +3,800 | New |
| Tower Research Capital LLC (TRC) | 4,086 | $108.6K | 0.00% | −5,568−57.7% | Reduced |
| Nykredit A/S | 4,108 | $109.2K | 0.00% | +4,108 | New |
| KBC Group NV | 4,246 | $113.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,298 | $140.8K | 0.00% | +269+5.3% | Added |
| Ensign Peak Advisors, Inc | 5,498 | $146.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,236 | $165.8K | 0.01% | +6,236 | New |
| HHM Wealth Advisors, LLC | 6,270 | $166.7K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,510 | $199.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,916 | $210.4K | 0.00% | +7,916 | New |
| ZWJ Investment Counsel Inc | 8,300 | $220.6K | 0.01% | −1,544−15.7% | Reduced |
| Walleye Capital LLC | 8,313 | $221.0K | 0.00% | +8,313 | New |
| Public Employees Retirement Association of Colorado | 8,429 | $224.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,500 | $225.9K | 0.00% | +8,500 | New |
| The PNC Financial Services Group, Inc. | 8,851 | $235.3K | 0.00% | −68−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 8,902 | $236.6K | 0.01% | +1,068+13.6% | Added |
| Cetera Trust Company, N.A | 8,950 | $237.9K | 0.12% | +880+10.9% | Added |
| Core Wealth Advisors, Inc. | 9,424 | $250.5K | 0.05% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9,508 | $252.0K | 0.09% | +10+0.1% | Added |
| Millennium Management LLC | 9,662 | $256.8K | 0.00% | +9,662 | New |
| Xponance, Inc. | 9,668 | $257.0K | 0.00% | +9,668 | New |
| Aurdan Capital Management, LLC | 9,700 | $257.8K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,033 | $266.7K | 0.00% | +6+0.1% | Added |
| Victory Capital Management Inc | 10,813 | $287.4K | 0.00% | −16−0.1% | Reduced |
| Pictet Asset Management Holding SA | 11,166 | $296.8K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 11,918 | $316.8K | 0.01% | +43+0.4% | Added |
| Natixis Advisors, L.P. | 12,683 | $337.0K | 0.00% | −4,795−27.4% | Reduced |
| ProShare Advisors LLC | 12,841 | $341.3K | 0.00% | −1,035−7.5% | Reduced |
| Jones Financial Companies LLLP | 13,045 | $342.0K | 0.00% | −4,196−24.3% | Reduced |
| Ameriprise Financial Inc | 13,045 | $346.7K | 0.00% | +1,055+8.8% | Added |
| Zions Bancorporation, National Association | 15,004 | $398.8K | 0.02% | −11,479−43.3% | Reduced |
| CI Private Wealth, LLC | 16,129 | $428.7K | 0.00% | −486,332−96.8% | Reduced |
| Prudential Financial Inc | 16,140 | $429.0K | 0.00% | +1,245+8.4% | Added |
| Dockside LLC | 16,220 | $431.1K | 0.10% | +16,220 | New |
| Barclays PLC | 16,341 | $434.3K | 0.00% | −7,347−31.0% | Reduced |
| Cornerstone Wealth Group, LLC | 16,709 | $444.1K | 0.03% | −17−0.1% | Reduced |
| Marshall Wace, LLP | 16,750 | $445.2K | 0.00% | +16,750 | New |
| Intech Investment Management LLC | 17,177 | $456.6K | 0.00% | −1,590−8.5% | Reduced |
| State Board of Administration of Florida Retirement System | 17,199 | $457.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,600 | $467.8K | 0.00% | +2,300+15.0% | Added |
| IMC-Chicago, LLC | 17,698 | $470.4K | 0.00% | +17,698 | New |
| Vanguard Investments Australia, Ltd. | 17,894 | $475.6K | 0.00% | 00.0% | Unchanged |