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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 36,217 | $962.6K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 36,000 | $956.9K | 0.00% | +36,000 | New |
| SG Americas Securities, LLC | 34,725 | $923.0K | 0.00% | +19,337+125.7% | Added |
| Quadrant Private Wealth Management, LLC | 34,686 | $922.0K | 0.21% | −28,015−44.7% | Reduced |
| Natixis | 34,000 | $903.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,739 | $870.2K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 32,371 | $860.4K | 0.01% | +32,371 | New |
| Cambridge Investment Research Advisors, Inc. | 30,823 | $819.0K | 0.00% | −360−1.2% | Reduced |
| Vanguard Global Advisers, LLC | 30,014 | $797.8K | 0.00% | −1,990−6.2% | Reduced |
| Aptus Capital Advisors, LLC | 29,632 | $787.6K | 0.01% | +19+0.1% | Added |
| Sunburst Financial Group, LLC | 29,281 | $778.3K | 0.13% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 28,930 | $769.0K | 0.01% | +3,068+11.9% | Added |
| Weiss Asset Management LP | 27,680 | $735.7K | 0.01% | +27,680 | New |
| Harbor Capital Advisors, Inc. | 27,325 | $726.0K | 0.05% | −2,126−7.2% | Reduced |
| Red Door Wealth Management, LLC | 27,000 | $717.7K | 0.07% | 00.0% | Unchanged |
| Entrewealth, LLC | 24,868 | $711.2K | 0.26% | −12,469−33.4% | Reduced |
| Diversified Trust Co | 26,734 | $710.6K | 0.01% | −6,749−20.2% | Reduced |
| Americana Partners, LLC | 24,156 | $642.1K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 23,998 | $637.9K | 0.01% | +23,998 | New |
| Assetmark, Inc | 22,816 | $606.4K | 0.00% | −3,477−13.2% | Reduced |
| Empower Advisory Group, LLC | 22,806 | $606.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 22,693 | $603.2K | 0.00% | −25,703−53.1% | Reduced |
| Handelsbanken Fonder AB | 21,700 | $577.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,377 | $568.2K | 0.00% | +1,678+8.5% | Added |
| Mariner, LLC | 21,341 | $567.2K | 0.00% | −20,962−49.6% | Reduced |
| Stifel Financial Corp | 20,422 | $542.8K | 0.00% | −6,211−23.3% | Reduced |
| Blair William & Co | 19,152 | $509.1K | 0.00% | −2,802−12.8% | Reduced |
| Voya Investment Management LLC | 18,729 | $497.8K | 0.00% | +2,748+17.2% | Added |
| Vanguard Investments Australia, Ltd. | 17,894 | $475.6K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 17,698 | $470.4K | 0.00% | +17,698 | New |
| KLP Kapitalforvaltning AS | 17,600 | $467.8K | 0.00% | +2,300+15.0% | Added |
| State Board of Administration of Florida Retirement System | 17,199 | $457.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,177 | $456.6K | 0.00% | −1,590−8.5% | Reduced |
| Marshall Wace, LLP | 16,750 | $445.2K | 0.00% | +16,750 | New |
| Cornerstone Wealth Group, LLC | 16,709 | $444.1K | 0.03% | −17−0.1% | Reduced |
| Barclays PLC | 16,341 | $434.3K | 0.00% | −7,347−31.0% | Reduced |
| Dockside LLC | 16,220 | $431.1K | 0.10% | +16,220 | New |
| Prudential Financial Inc | 16,140 | $429.0K | 0.00% | +1,245+8.4% | Added |
| CI Private Wealth, LLC | 16,129 | $428.7K | 0.00% | −486,332−96.8% | Reduced |
| Zions Bancorporation, National Association | 15,004 | $398.8K | 0.02% | −11,479−43.3% | Reduced |
| Ameriprise Financial Inc | 13,045 | $346.7K | 0.00% | +1,055+8.8% | Added |
| Jones Financial Companies LLLP | 13,045 | $342.0K | 0.00% | −4,196−24.3% | Reduced |
| ProShare Advisors LLC | 12,841 | $341.3K | 0.00% | −1,035−7.5% | Reduced |
| Natixis Advisors, L.P. | 12,683 | $337.0K | 0.00% | −4,795−27.4% | Reduced |
| First National Bank of Omaha | 11,918 | $316.8K | 0.01% | +43+0.4% | Added |
| Pictet Asset Management Holding SA | 11,166 | $296.8K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,813 | $287.4K | 0.00% | −16−0.1% | Reduced |
| Lido Advisors, LLC | 10,033 | $266.7K | 0.00% | +6+0.1% | Added |
| Aurdan Capital Management, LLC | 9,700 | $257.8K | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 9,668 | $257.0K | 0.00% | +9,668 | New |
| Millennium Management LLC | 9,662 | $256.8K | 0.00% | +9,662 | New |
| Cloud Capital Management, LLC | 9,508 | $252.0K | 0.09% | +10+0.1% | Added |
| Core Wealth Advisors, Inc. | 9,424 | $250.5K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8,950 | $237.9K | 0.12% | +880+10.9% | Added |
| Ameritas Investment Partners, Inc. | 8,902 | $236.6K | 0.01% | +1,068+13.6% | Added |
| The PNC Financial Services Group, Inc. | 8,851 | $235.3K | 0.00% | −68−0.8% | Reduced |
| King Luther Capital Management Corp | 8,500 | $225.9K | 0.00% | +8,500 | New |
| Public Employees Retirement Association of Colorado | 8,429 | $224.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,313 | $221.0K | 0.00% | +8,313 | New |
| ZWJ Investment Counsel Inc | 8,300 | $220.6K | 0.01% | −1,544−15.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,916 | $210.4K | 0.00% | +7,916 | New |
| Great West Life Assurance Co | 7,510 | $199.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,270 | $166.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,236 | $165.8K | 0.01% | +6,236 | New |
| Ensign Peak Advisors, Inc | 5,498 | $146.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,298 | $140.8K | 0.00% | +269+5.3% | Added |
| KBC Group NV | 4,246 | $113.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 4,108 | $109.2K | 0.00% | +4,108 | New |
| Tower Research Capital LLC (TRC) | 4,086 | $108.6K | 0.00% | −5,568−57.7% | Reduced |
| Lavaca Capital LLC | 3,800 | $101.0K | 0.01% | +3,800 | New |
| GWM Advisors LLC | 3,475 | $92.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,811 | $74.7K | 0.00% | −105−3.6% | Reduced |
| Group One Trading, L.P. | 2,631 | $69.9K | 0.00% | +2,631 | New |
| Advisor Group Holdings, Inc. | 2,087 | $55.5K | 0.00% | +1,346+181.6% | Added |
| Parkside Financial Bank & Trust | 2,080 | $55.3K | 0.00% | −58−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,342 | $35.7K | 0.00% | −326−19.5% | Reduced |
| Dorato Capital Management | 1,333 | $35.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,261 | $33.5K | 0.00% | −350−21.7% | Reduced |
| Versant Capital Management, Inc | 1,201 | $31.9K | 0.00% | +363+43.3% | Added |
| SRS Capital Advisors, Inc. | 1,105 | $29.4K | 0.00% | +937+557.7% | Added |
| Signaturefd, LLC | 1,040 | $27.6K | 0.00% | −248−19.3% | Reduced |
| GAMMA Investing LLC | 727 | $19.3K | 0.00% | −162−18.2% | Reduced |
| MTM Investment Management, LLC | 700 | $18.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 694 | $18.4K | 0.00% | −584−45.7% | Reduced |
| ZRC Wealth Management, LLC | 672 | $17.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 647 | $17.2K | 0.00% | −3−0.5% | Reduced |
| Optiver Holding B.V. | 624 | $16.6K | 0.00% | +214+52.2% | Added |
| Continuum Advisory, LLC | 570 | $15.2K | 0.00% | +570 | New |
| Kemnay Advisory Services Inc. | 544 | $14.5K | 0.00% | +544 | New |
| Farther Finance Advisors, LLC | 514 | $13.6K | 0.00% | +214+71.3% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $13.3K | 0.00% | −33−6.2% | Reduced |
| Parallel Advisors, LLC | 490 | $13.0K | 0.00% | −15−3.0% | Reduced |
| Allworth Financial LP | 434 | $11.5K | 0.00% | −331−43.3% | Reduced |
| Private Trust Co NA | 430 | $11.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 405 | $10.8K | 0.00% | +245+153.1% | Added |
| Atwood & Palmer Inc | 392 | $10.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 370 | $9.84K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 352 | $9.36K | 0.00% | −5,749−94.2% | Reduced |
| Sterling Capital Management LLC | 344 | $9.14K | 0.00% | −276−44.5% | Reduced |
| Rothschild Investment LLC | 337 | $8.96K | 0.00% | +48+16.6% | Added |