Baldwin Insurance Group, Inc.
BWIN- 交易所
- Nasdaq
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
近 90 天，Baldwin Insurance Group, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 228 家機構在 13F 申報持有，市值合計 $23.8 億；沒有大師持有。
2024 年第 2 季 13F 持有人
Baldwin Insurance Group, Inc. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 184
- 較 2024 年第 1 季 +14 家
- 持有股數
- 6,449 萬
- 較 2024 年第 1 季 +153.4 萬 (+2.4%)
- 總市值
- $22.9 億
- 較 2024 年第 1 季 +$4.66 億 (+25.6%)
- 新進機構
- 40
- 另有 73 家加碼
- 清倉機構
- 26
- 另有 46 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BWIN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 228 | $23.8 億 |
| 2026 年第 1 季 | 218 | $19.9 億 |
| 2025 年第 4 季 | 206 | $19.4 億 |
| 2025 年第 3 季 | 213 | $22.4 億 |
| 2025 年第 2 季 | 226 | $32.9 億 |
| 2025 年第 1 季 | 221 | $32.5 億 |
| 2024 年第 4 季 | 208 | $26.3 億 |
| 2024 年第 3 季 | 219 | $32.5 億 |
| 2024 年第 2 季 | 184 | $22.9 億 |
| 2024 年第 1 季 | 172 | $18.3 億 |
| 2023 年第 4 季 | 162 | $14.5 億 |
| 2023 年第 3 季 | 153 | $13.8 億 |
| 2023 年第 2 季 | 147 | $14.2 億 |
| 2023 年第 1 季 | 144 | $14.3 億 |
| 2022 年第 4 季 | 151 | $14.0 億 |
| 2022 年第 3 季 | 150 | $14.6 億 |
| 2022 年第 2 季 | 152 | $13.6 億 |
| 2022 年第 1 季 | 148 | $14.2 億 |
| 2021 年第 4 季 | 152 | $19.0 億 |
| 2021 年第 3 季 | 137 | $17.4 億 |
| 2021 年第 2 季 | 118 | $11.2 億 |
| 2021 年第 1 季 | 113 | $11.1 億 |
2024 年第 2 季持有機構
每家機構持有 Baldwin Insurance Group, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 14 | $497 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 12 | $525 | 0.00% | +12 | 新進 |
| Smartleaf Asset Management LLC | 18 | $630 | 0.00% | +18 | 新進 |
| Allworth Financial LP | 16 | $641 | 0.00% | 00.0% | 不變 |
| HWG Holdings LP | 19 | $674 | 0.00% | +19 | 新進 |
| Rothschild Investment LLC | 25 | $887 | 0.00% | +20+400.0% | 加碼 |
| Proequities, Inc. | 33 | $1,170 | 0.00% | −1−2.9% | 減碼 |
| Ronald Blue Trust, Inc. | 52 | $1,505 | 0.00% | +52 | 新進 |
| Russell Investments Group, Ltd. | 54 | $1,915 | 0.00% | +54 | 新進 |
| SRS Capital Advisors, Inc. | 67 | $2,377 | 0.00% | +67 | 新進 |
| Parallel Advisors, LLC | 74 | $2,625 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 75 | $2,660 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 81 | $2,873 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 87 | $3,086 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 89 | $3,157 | 0.00% | −275−75.5% | 減碼 |
| Jones Financial Companies LLLP | 95 | $3,370 | 0.00% | +95 | 新進 |
| Stephens Consulting, LLC | 101 | $3,583 | 0.00% | +101 | 新進 |
| Steward Partners Investment Advisory, LLC | 108 | $3,831 | 0.00% | −216−66.7% | 減碼 |
| GAMMA Investing LLC | 138 | $4,895 | 0.00% | +21+17.9% | 加碼 |
| Private Trust Co NA | 175 | $6,207 | 0.00% | +22+14.4% | 加碼 |
| Quadrant Capital Group LLC | 177 | $6,279 | 0.00% | +28+18.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 181 | $6,420 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 191 | $7,000 | 0.00% | +6+3.2% | 加碼 |
| Eagle Bay Advisors LLC | 263 | $9,329 | 0.01% | −175−40.0% | 減碼 |
| Advisor Group Holdings, Inc. | 282 | $1.00 萬 | 0.00% | −43−13.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 500 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 512 | $1.82 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 565 | $2.00 萬 | 0.00% | +55+10.8% | 加碼 |
| Atwood & Palmer Inc | 630 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 672 | $2.38 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 850 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 970 | $3.44 萬 | 0.00% | +970 | 新進 |
| TD Waterhouse Canada Inc. | 1,033 | $3.77 萬 | 0.00% | −98−8.7% | 減碼 |
| EntryPoint Capital, LLC | 1,187 | $4.21 萬 | 0.02% | −3,630−75.4% | 減碼 |
| Parkside Financial Bank & Trust | 1,274 | $4.52 萬 | 0.01% | +46+3.7% | 加碼 |
| First Horizon Advisors, Inc. | 1,415 | $5.02 萬 | 0.00% | +340+31.6% | 加碼 |
| KBC Group NV | 1,792 | $6.40 萬 | 0.00% | +1,792 | 新進 |
| Amalgamated Bank | 2,080 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,102 | $7.46 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,023 | $14.3 萬 | 0.00% | +4,023 | 新進 |
| State of Wyoming | 4,029 | $14.3 萬 | 0.02% | +4,029 | 新進 |
| Continuum Advisory, LLC | 4,477 | $15.9 萬 | 0.02% | −423−8.6% | 減碼 |
| Comerica Bank | 4,790 | $17.0 萬 | 0.00% | +549+12.9% | 加碼 |
| Aquatic Capital Management LLC | 4,900 | $17.4 萬 | 0.01% | +4,900 | 新進 |
| Cetera Trust Company, N.A | 5,445 | $19.3 萬 | 0.12% | +5,445 | 新進 |
| Prudential Financial Inc | 5,992 | $21.3 萬 | 0.00% | +5,992 | 新進 |
| HHM Wealth Advisors, LLC | 6,270 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 6,326 | $22.4 萬 | 0.00% | +6,326 | 新進 |
| Ameritas Investment Partners, Inc. | 6,452 | $22.9 萬 | 0.01% | +576+9.8% | 加碼 |
| Altfest L J & Co Inc | 6,483 | $23.0 萬 | 0.03% | −3,866−37.4% | 減碼 |
| US Bancorp | 6,711 | $23.8 萬 | 0.00% | +181+2.8% | 加碼 |
| Janney Montgomery Scott LLC | 6,911 | $24.5 萬 | 0.00% | −236−3.3% | 減碼 |
| Verdence Capital Advisors LLC | 7,129 | $25.3 萬 | 0.02% | +120+1.7% | 加碼 |
| Moody National Bank Trust Division | 7,420 | $26.3 萬 | 0.02% | +440+6.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,585 | $26.9 萬 | 0.00% | +7,585 | 新進 |
| Creative Planning | 7,602 | $27.0 萬 | 0.00% | +7,602 | 新進 |
| Omers Administration Corp | 7,700 | $27.3 萬 | 0.00% | +7,700 | 新進 |
| Pictet Asset Management Holding SA | 7,766 | $27.5 萬 | 0.00% | +7,766 | 新進 |
| Verition Fund Management LLC | 8,022 | $28.5 萬 | 0.00% | +8,022 | 新進 |
| ProShare Advisors LLC | 8,071 | $28.6 萬 | 0.00% | −2,754−25.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,124 | $28.8 萬 | 0.00% | +313+4.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,429 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 8,441 | $29.9 萬 | 0.00% | +46+0.5% | 加碼 |
| HSBC Holdings PLC | 8,548 | $30.1 萬 | 0.00% | −99−1.1% | 減碼 |
| Wedbush Securities Inc | 8,506 | $30.2 萬 | 0.01% | +8,506 | 新進 |
| Commerce Bank | 9,215 | $32.7 萬 | 0.00% | +9,215 | 新進 |
| Tower Research Capital LLC (TRC) | 9,242 | $32.8 萬 | 0.01% | +9,186+16,403.6% | 加碼 |
| Advisory Services Network, LLC | 9,290 | $33.0 萬 | 0.01% | +9,290 | 新進 |
| Atria Investments LLC | 9,549 | $33.9 萬 | 0.00% | +9,549 | 新進 |
| Lido Advisors, LLC | 10,000 | $35.5 萬 | 0.00% | +10,000 | 新進 |
| Mariner, LLC | 10,076 | $35.7 萬 | 0.00% | −5,977−37.2% | 減碼 |
| Captrust Financial Advisors | 10,217 | $36.2 萬 | 0.00% | +10,217 | 新進 |
| Truist Financial Corp | 10,859 | $38.0 萬 | 0.00% | +1,150+11.8% | 加碼 |
| Pitcairn Co | 11,517 | $40.9 萬 | 0.02% | +1,851+19.1% | 加碼 |
| Corton Capital Inc. | 11,949 | $42.4 萬 | 0.22% | +11,949 | 新進 |
| Handelsbanken Fonder AB | 12,500 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 12,675 | $45.0 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 13,627 | $48.4 萬 | 0.00% | +8,061+144.8% | 加碼 |
| Citigroup Inc | 14,328 | $50.8 萬 | 0.00% | +4,377+44.0% | 加碼 |
| First National Bank of Omaha | 14,383 | $51.0 萬 | 0.03% | +1,701+13.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,292 | $54.2 萬 | 0.00% | +854+5.9% | 加碼 |
| Toth Financial Advisory Corp | 16,015 | $56.8 萬 | 0.07% | +16,015 | 新進 |
| Cornerstone Wealth Group, LLC | 16,700 | $59.2 萬 | 0.05% | −188−1.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,199 | $61.0 萬 | 0.00% | +7,330+74.3% | 加碼 |
| Arizona State Retirement System | 18,123 | $64.3 萬 | 0.00% | +1,331+7.9% | 加碼 |
| Algert Global LLC | 18,688 | $66.3 萬 | 0.02% | −20,846−52.7% | 減碼 |
| Trust Point Inc. | 19,748 | $70.0 萬 | 0.06% | +315+1.6% | 加碼 |
| Premier Fund Managers Ltd | 20,781 | $72.7 萬 | 0.03% | +20,781 | 新進 |
| Voya Investment Management LLC | 22,027 | $78.1 萬 | 0.00% | +1,967+9.8% | 加碼 |
| Oliver Luxxe Assets LLC | 22,046 | $78.2 萬 | 0.17% | +22,046 | 新進 |
| Squarepoint Ops LLC | 25,216 | $89.4 萬 | 0.00% | +25,216 | 新進 |
| Henshaw Capital LLC | 25,567 | $90.7 萬 | 0.04% | +418+1.7% | 加碼 |
| Raymond James & Associates | 26,968 | $95.7 萬 | 0.00% | +2,939+12.2% | 加碼 |
| Ensign Peak Advisors, Inc | 27,198 | $96.5 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 28,582 | $101.4 萬 | 0.00% | −1,013−3.4% | 減碼 |
| Natixis Advisors, L.P. | 28,983 | $102.8 萬 | 0.00% | +2,438+9.2% | 加碼 |
| Select Equity Group, L.P. | 29,462 | $104.5 萬 | 0.00% | +29,462 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $109.6 萬 | 0.00% | +30,913 | 新進 |