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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 18,729 | $497.8K | 0.00% | +2,748+17.2% | Added |
| Blair William & Co | 19,152 | $509.1K | 0.00% | −2,802−12.8% | Reduced |
| Stifel Financial Corp | 20,422 | $542.8K | 0.00% | −6,211−23.3% | Reduced |
| Mariner, LLC | 21,341 | $567.2K | 0.00% | −20,962−49.6% | Reduced |
| Arizona State Retirement System | 21,377 | $568.2K | 0.00% | +1,678+8.5% | Added |
| Handelsbanken Fonder AB | 21,700 | $577.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 22,693 | $603.2K | 0.00% | −25,703−53.1% | Reduced |
| Empower Advisory Group, LLC | 22,806 | $606.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22,816 | $606.4K | 0.00% | −3,477−13.2% | Reduced |
| Allstate Corp | 23,998 | $637.9K | 0.01% | +23,998 | New |
| Americana Partners, LLC | 24,156 | $642.1K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 26,734 | $710.6K | 0.01% | −6,749−20.2% | Reduced |
| Entrewealth, LLC | 24,868 | $711.2K | 0.26% | −12,469−33.4% | Reduced |
| Red Door Wealth Management, LLC | 27,000 | $717.7K | 0.07% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 27,325 | $726.0K | 0.05% | −2,126−7.2% | Reduced |
| Weiss Asset Management LP | 27,680 | $735.7K | 0.01% | +27,680 | New |
| Police & Firemen's Retirement System of New Jersey | 28,930 | $769.0K | 0.01% | +3,068+11.9% | Added |
| Sunburst Financial Group, LLC | 29,281 | $778.3K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 29,632 | $787.6K | 0.01% | +19+0.1% | Added |
| Vanguard Global Advisers, LLC | 30,014 | $797.8K | 0.00% | −1,990−6.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,823 | $819.0K | 0.00% | −360−1.2% | Reduced |
| Jain Global LLC | 32,371 | $860.4K | 0.01% | +32,371 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,739 | $870.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 34,000 | $903.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 34,686 | $922.0K | 0.21% | −28,015−44.7% | Reduced |
| SG Americas Securities, LLC | 34,725 | $923.0K | 0.00% | +19,337+125.7% | Added |
| CIBC World Markets Inc. | 36,000 | $956.9K | 0.00% | +36,000 | New |
| Washington Trust Bank | 36,217 | $962.6K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 36,470 | $969.4K | 0.01% | +36,470 | New |
| Cerity Partners LLC | 37,144 | $987.3K | 0.00% | +37,144 | New |
| Brinker Capital Investments, LLC | 38,563 | $1.03M | 0.01% | +14,465+60.0% | Added |
| Susquehanna International Group, LLP | 39,293 | $1.04M | 0.00% | +703+1.8% | Added |
| Creative Planning | 40,498 | $1.08M | 0.00% | −14,735−26.7% | Reduced |
| Quantinno Capital Management LP | 42,392 | $1.13M | 0.00% | +31,775+299.3% | Added |
| Raymond James Financial Inc | 44,575 | $1.18M | 0.00% | +28,247+173.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,171 | $1.20M | 0.00% | +263+0.6% | Added |
| Russell Investments Group, Ltd. | 48,039 | $1.28M | 0.00% | −11,230−18.9% | Reduced |
| Captrust Financial Advisors | 49,618 | $1.32M | 0.00% | −9,428−16.0% | Reduced |
| Sapient Capital LLC | 50,000 | $1.33M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 50,046 | $1.33M | 0.00% | +9,182+22.5% | Added |
| HighTower Advisors, LLC | 51,102 | $1.36M | 0.00% | −41,975−45.1% | Reduced |
| CSM Advisors, LLC | 51,388 | $1.36M | 0.03% | +51,388 | New |
| Citigroup Inc | 54,526 | $1.45M | 0.00% | +37,465+219.6% | Added |
| Vanguard Asset Management, Ltd | 56,002 | $1.49M | 0.00% | +9,834+21.3% | Added |
| Nomura Holdings Inc | 60,920 | $1.62M | 0.01% | −1,482,098−96.1% | Reduced |
| First Trust Advisors LP | 62,929 | $1.67M | 0.00% | +62,929 | New |
| AQR Capital Management LLC | 63,518 | $1.69M | 0.00% | −36,577−36.5% | Reduced |
| Legal & General Group Plc | 64,269 | $1.71M | 0.00% | +7,519+13.2% | Added |
| Summit Creek Advisors LLC | 66,487 | $1.77M | 0.60% | −67,430−50.4% | Reduced |
| Citadel Advisors LLC | 73,992 | $1.97M | 0.00% | +73,992 | New |
| Laird Norton Trust Company, LLC | 74,998 | $1.99M | 0.04% | +83+0.1% | Added |
| Confluence Investment Management LLC | 77,621 | $2.06M | 0.03% | −561,016−87.8% | Reduced |
| Invesco Ltd. | 80,591 | $2.14M | 0.00% | +10,489+15.0% | Added |
| Brown Brothers Harriman & Co | 80,665 | $2.14M | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,163 | $2.16M | 0.00% | +8,761+12.1% | Added |
| Pathway Financial Advisors LLC | 76,394 | $2.17M | 0.25% | −52,324−40.7% | Reduced |
| Alliancebernstein L.P. | 106,200 | $2.33M | 0.00% | −230.0% | Reduced |
| California State Teachers Retirement System | 88,806 | $2.36M | 0.00% | −9,056−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 89,248 | $2.37M | 0.01% | −14,347−13.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 94,048 | $2.49M | 0.00% | +10,540+12.6% | Added |
| HB Wealth Management, LLC | 103,226 | $2.74M | 0.02% | +28,775+38.6% | Added |
| Madison Asset Management, LLC | 103,470 | $2.75M | 0.03% | +146+0.1% | Added |
| Deutsche Bank AG | 105,609 | $2.81M | 0.00% | +25,850+32.4% | Added |
| Rhumbline Advisers | 120,032 | $3.19M | 0.00% | +16,540+16.0% | Added |
| Price T Rowe Associates Inc | 125,590 | $3.34M | 0.00% | −90,340−41.8% | Reduced |
| Rockefeller Capital Management L.P. | 129,339 | $3.44M | 0.01% | −5,074−3.8% | Reduced |
| Envestnet Asset Management Inc | 144,486 | $3.84M | 0.00% | −473−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 150,183 | $3.99M | 0.20% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 153,172 | $4.07M | 0.01% | +153,172 | New |
| Swiss National Bank | 155,500 | $4.13M | 0.00% | +14,800+10.5% | Added |
| Man Group plc | 166,028 | $4.41M | 0.01% | −370,824−69.1% | Reduced |
| Lighthouse Investment Partners, LLC | 171,922 | $4.57M | 0.14% | +171,922 | New |
| Gillson Capital LP | 172,991 | $4.60M | 0.27% | +172,991 | New |
| Palisade Capital Management LLC | 173,017 | $4.60M | 0.20% | −190,436−52.4% | Reduced |
| UBS Asset Management Americas Inc | 183,854 | $4.89M | 0.00% | −12,317−6.3% | Reduced |
| Nicholas Company, Inc. | 184,180 | $4.90M | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 185,553 | $4.93M | 0.01% | +106,360+134.3% | Added |
| Wells Fargo & Company | 197,936 | $5.26M | 0.00% | +57,226+40.7% | Added |
| MAI Capital Management | 221,435 | $5.89M | 0.02% | −220.0% | Reduced |
| Peregrine Capital Management LLC | 245,502 | $6.53M | 0.21% | −21,408−8.0% | Reduced |
| Equitable Trust Co | 282,998 | $7.52M | 0.31% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 325,131 | $8.64M | 0.02% | −42,780−11.6% | Reduced |
| Freestone Grove Partners LP | 327,679 | $8.71M | 0.06% | +327,679 | New |
| Jupiter Topco LLC | 329,652 | $8.76M | 0.00% | +329,652 | New |
| Tributary Capital Management, LLC | 357,734 | $9.51M | 0.78% | −10,634−2.9% | Reduced |
| New York State Common Retirement Fund | 364,353 | $9.68M | 0.01% | −333,827−47.8% | Reduced |
| Nuveen, LLC | 392,561 | $10.4M | 0.00% | +121,757+45.0% | Added |
| CIBC Bancorp USA Inc. | 405,426 | $10.8M | 0.01% | +606+0.1% | Added |
| JPMorgan Chase & Co | 410,190 | $10.9M | 0.00% | −13,948−3.3% | Reduced |
| Beck Mack & Oliver LLC | 438,020 | $11.6M | 0.23% | +10,935+2.6% | Added |
| SEI Investments Co | 446,679 | $11.9M | 0.01% | −9,495−2.1% | Reduced |
| 1776 Wealth LLC | 537,410 | $14.3M | 5.03% | +178,219+49.6% | Added |
| Aristotle Capital Boston, LLC | 568,427 | $15.1M | 1.01% | −113,633−16.7% | Reduced |
| Vanguard Fiduciary Trust Co | 581,482 | $15.5M | 0.00% | +16,745+3.0% | Added |
| Fiera Capital Corp | 596,374 | $15.9M | 0.06% | −447,398−42.9% | Reduced |
| Kennedy Capital Management, Inc. | 612,135 | $16.3M | 0.29% | −30,581−4.8% | Reduced |
| Royal Bank of Canada | 651,487 | $17.3M | 0.00% | −126,794−16.3% | Reduced |
| Goldman Sachs Group Inc | 673,005 | $17.9M | 0.00% | −9,467−1.4% | Reduced |
| MetLife Investment Management | 692,797 | $18.4M | 0.08% | −244,896−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 723,413 | $19.2M | 0.00% | +45,189+6.7% | Added |