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.

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.

Institutional holdersQ2 2026: 228 institutions
Q1 2021: 113 institutionsQ2 2021: 118 institutionsQ3 2021: 137 institutionsQ4 2021: 152 institutionsQ1 2022: 148 institutionsQ2 2022: 152 institutionsQ3 2022: 150 institutionsQ4 2022: 151 institutionsQ1 2023: 144 institutionsQ2 2023: 147 institutionsQ3 2023: 153 institutionsQ4 2023: 162 institutionsQ1 2024: 172 institutionsQ2 2024: 184 institutionsQ3 2024: 219 institutionsQ4 2024: 208 institutionsQ1 2025: 221 institutionsQ2 2025: 226 institutionsQ3 2025: 213 institutionsQ4 2025: 206 institutionsQ1 2026: 218 institutionsQ2 2026: 228 institutions
Value heldQ2 2026: $2.38B
Q1 2021: $1.11BQ2 2021: $1.12BQ3 2021: $1.74BQ4 2021: $1.90BQ1 2022: $1.42BQ2 2022: $1.36BQ3 2022: $1.46BQ4 2022: $1.40BQ1 2023: $1.43BQ2 2023: $1.42BQ3 2023: $1.38BQ4 2023: $1.45BQ1 2024: $1.83BQ2 2024: $2.29BQ3 2024: $3.25BQ4 2024: $2.63BQ1 2025: $3.25BQ2 2025: $3.29BQ3 2025: $2.24BQ4 2025: $1.94BQ1 2026: $1.99BQ2 2026: $2.38B
Institutions holding BWIN and their total value by quarter
QuarterHoldersValue
Q2 2026228$2.38B
Q1 2026218$1.99B
Q4 2025206$1.94B
Q3 2025213$2.24B
Q2 2025226$3.29B
Q1 2025221$3.25B
Q4 2024208$2.63B
Q3 2024219$3.25B
Q2 2024184$2.29B
Q1 2024172$1.83B
Q4 2023162$1.45B
Q3 2023153$1.38B
Q2 2023147$1.42B
Q1 2023144$1.43B
Q4 2022151$1.40B
Q3 2022150$1.46B
Q2 2022152$1.36B
Q1 2022148$1.42B
Q4 2021152$1.90B
Q3 2021137$1.74B
Q2 2021118$1.12B
Q1 2021113$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.

Institutions holding BWIN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Los Angeles Capital Management LLC317$8.43K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.312$8.29K0.00%+312New
Essential Partners LLC298$7.92K0.00%−172−36.6%Reduced
J.Safra Asset Management Corp253$6.72K0.00%+156+160.8%Added
Stone House Investment Management, LLC195$5.18K0.00%+195New
Fortitude Family Office, LLC172$4.57K0.00%+172New
Bare Financial Services, Inc169$4.49K0.00%−22−11.5%Reduced
Huntington National Bank148$3.93K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc119$3.25K0.00%00.0%Unchanged
Fulcrum Asset Management LLP100$2.63K0.00%+100New
Keating Financial Advisory Services, Inc.89$2.37K0.00%−2−2.2%Reduced
Clearstead Advisors, LLC78$2.07K0.00%+78New
Global Retirement Partners, LLC64$1.70K0.00%+64New
Cape Investment Advisory, Inc.60$1.59K0.00%+60New
Investors Portfolio Services LLC58$1.54K0.00%00.0%Unchanged
Covestor Ltd31$1.00K0.00%+25+416.7%Added
Kilter Group LLC32$8510.00%00.0%Unchanged
CoreCap Advisors, LLC31$8240.00%+7+29.2%Added
SJS Investment Consulting Inc.28$7450.00%+28New
Park Place Capital Corp27$7180.00%00.0%Unchanged
Smartleaf Asset Management LLC27$7090.00%00.0%Unchanged
Torren Management, LLC21$5580.00%00.0%Unchanged
Bogart Wealth, LLC20$5320.00%+20New
Bruce G. Allen Investments, LLC19$5050.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.16$4250.00%00.0%Unchanged
SBI Securities Co., Ltd.4$1060.00%+1+33.3%Added
Hughes Financial Services, LLC2$530.00%+1+100.0%Added
Dunhill Financial, LLC1$470.00%00.0%Unchanged
Artisan Partners Limited Partnership0$00.00%−1,217,970−100.0%Sold out
American Century Companies Inc0$00.00%−1,028,729−100.0%Sold out
XTX Topco Ltd0$00.00%−122,105−100.0%Sold out
Kornitzer Capital Management Inc0$00.00%−98,480−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−90,230−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−48,258−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−43,124−100.0%Sold out
Panagora Asset Management Inc0$00.00%−26,783−100.0%Sold out
Advisory Services Network, LLC0$00.00%−26,415−100.0%Sold out
Numerai GP LLC0$00.00%−23,664−100.0%Sold out
Holocene Advisors, LP0$00.00%−16,446−100.0%Sold out
Centiva Capital, LP0$00.00%−15,879−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−15,379−100.0%Sold out
Scientech Research LLC0$00.00%−11,079−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−10,914−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−10,392−100.0%Sold out
Bessemer Group Inc0$00.00%−10,280−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−1,931−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−245−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−124−100.0%Sold out
Simplex Trading, LLC0$00.00%−48−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−41−100.0%Sold out
Root Financial Partners, LLC0$00.00%−31−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−19−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−6−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed