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 3 季 13F 持有人
Baldwin Insurance Group, Inc. 在 2024/9/30 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
- 219
- 較 2024 年第 2 季 +36 家
- 持有股數
- 6,524 萬
- 較 2024 年第 2 季 +550.6 萬 (+9.2%)
- 總市值
- $32.5 億
- 較 2024 年第 2 季 +$11.3 億 (+53.3%)
- 新進機構
- 50
- 另有 62 家加碼
- 清倉機構
- 14
- 另有 76 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trust Point Inc. | 19,779 | $98.5 萬 | 0.07% | +31+0.2% | 加碼 |
| Private Advisory Group LLC | 19,050 | $94.9 萬 | 0.12% | +19,050 | 新進 |
| Arizona State Retirement System | 19,045 | $94.8 萬 | 0.01% | +922+5.1% | 加碼 |
| SG Americas Securities, LLC | 18,241 | $90.8 萬 | 0.00% | +18,241 | 新進 |
| Oppenheimer & Co Inc | 17,419 | $86.7 萬 | 0.01% | +17,419 | 新進 |
| Squarepoint Ops LLC | 17,393 | $86.6 萬 | 0.00% | −7,823−31.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,199 | $85.7 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 16,700 | $83.2 萬 | 0.07% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 16,015 | $79.8 萬 | 0.09% | 00.0% | 不變 |
| Great West Life Assurance Co | 15,955 | $79.6 萬 | 0.00% | +2,328+17.1% | 加碼 |
| Intech Investment Management LLC | 15,603 | $77.7 萬 | 0.01% | +15,603 | 新進 |
| Raymond James & Associates | 15,476 | $77.1 萬 | 0.00% | −11,492−42.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,292 | $76.2 萬 | 0.00% | 00.0% | 不變 |
| New World Advisors LLC | 14,957 | $74.5 萬 | 0.19% | +14,957 | 新進 |
| Advisor Group Holdings, Inc. | 14,142 | $70.4 萬 | 0.00% | +13,860+4,914.9% | 加碼 |
| First National Bank of Omaha | 13,900 | $69.2 萬 | 0.04% | −483−3.4% | 減碼 |
| Systematic Financial Management LP | 13,559 | $67.5 萬 | 0.02% | +13,559 | 新進 |
| The PNC Financial Services Group, Inc. | 12,762 | $63.6 萬 | 0.00% | +4,638+57.1% | 加碼 |
| Handelsbanken Fonder AB | 12,500 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 12,444 | $62.0 萬 | 0.00% | +4,373+54.2% | 加碼 |
| GWM Advisors LLC | 11,725 | $58.4 萬 | 0.00% | −950−7.5% | 減碼 |
| Susquehanna International Group, LLP | 11,701 | $58.3 萬 | 0.00% | +11,701 | 新進 |
| Truist Financial Corp | 10,724 | $53.4 萬 | 0.00% | −135−1.2% | 減碼 |
| Captrust Financial Advisors | 10,106 | $50.3 萬 | 0.00% | −111−1.1% | 減碼 |
| Mariner, LLC | 10,037 | $50.0 萬 | 0.00% | −39−0.4% | 減碼 |
| Lido Advisors, LLC | 10,000 | $49.8 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 9,979 | $49.7 萬 | 0.00% | +2,377+31.3% | 加碼 |
| Pitcairn Co | 9,861 | $49.1 萬 | 0.03% | −1,656−14.4% | 減碼 |
| HSBC Holdings PLC | 9,491 | $47.5 萬 | 0.00% | +943+11.0% | 加碼 |
| EntryPoint Capital, LLC | 9,457 | $47.1 萬 | 0.27% | +8,270+696.7% | 加碼 |
| AQR Capital Management LLC | 9,208 | $45.9 萬 | 0.00% | +9,208 | 新進 |
| Atria Investments LLC | 9,108 | $45.4 萬 | 0.01% | −441−4.6% | 減碼 |
| Commerce Bank | 8,925 | $44.4 萬 | 0.00% | −290−3.1% | 減碼 |
| Pictet Asset Management Holding SA | 8,576 | $42.7 萬 | 0.00% | +810+10.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,429 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 8,372 | $41.7 萬 | 0.00% | −69−0.8% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $40.8 萬 | 0.08% | +8,200 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 7,752 | $38.6 萬 | 0.00% | +167+2.2% | 加碼 |
| Verdence Capital Advisors LLC | 7,530 | $37.5 萬 | 0.03% | +401+5.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 7,500 | $37.4 萬 | 0.00% | +7,500 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $34.9 萬 | 0.10% | −249,130−97.3% | 減碼 |
| Janney Montgomery Scott LLC | 6,924 | $34.5 萬 | 0.00% | +13+0.2% | 加碼 |
| US Bancorp | 6,864 | $34.2 萬 | 0.00% | +153+2.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,671 | $33.2 萬 | 0.01% | +219+3.4% | 加碼 |
| Advisory Services Network, LLC | 9,290 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| TD Asset Management Inc | 6,400 | $32.1 萬 | 0.00% | +6,400 | 新進 |
| HHM Wealth Advisors, LLC | 6,270 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Blair William & Co | 6,133 | $30.5 萬 | 0.00% | +6,133 | 新進 |
| Prudential Financial Inc | 6,027 | $30.0 萬 | 0.00% | +35+0.6% | 加碼 |
| Wedbush Securities Inc | 5,531 | $27.5 萬 | 0.01% | −2,975−35.0% | 減碼 |
| Red Door Wealth Management, LLC | 5,500 | $27.4 萬 | 0.05% | +5,500 | 新進 |
| Altfest L J & Co Inc | 5,487 | $27.3 萬 | 0.04% | −996−15.4% | 減碼 |
| Cetera Trust Company, N.A | 5,445 | $27.1 萬 | 0.17% | 00.0% | 不變 |
| Caxton Associates LP | 5,429 | $27.0 萬 | 0.01% | +5,429 | 新進 |
| Peapack Gladstone Financial Corp | 5,289 | $26.3 萬 | 0.00% | +5,289 | 新進 |
| Flagship Harbor Advisors, LLC | 5,160 | $25.7 萬 | 0.01% | +5,160 | 新進 |
| Moody National Bank Trust Division | 5,040 | $25.1 萬 | 0.03% | −2,380−32.1% | 減碼 |
| Black Swift Group, LLC | 5,000 | $24.9 萬 | 0.05% | +5,000 | 新進 |
| Group One Trading, L.P. | 4,869 | $24.2 萬 | 0.01% | +4,869 | 新進 |
| Heritage Family Offices, LLP | 4,850 | $24.2 萬 | 0.12% | +4,850 | 新進 |
| Warren Averett Asset Management, LLC | 4,757 | $23.7 萬 | 0.00% | +4,757 | 新進 |
| Smith Chas P & Associates Pa Cpas | 4,548 | $22.6 萬 | 0.01% | +4,548 | 新進 |
| Core Wealth Advisors, Inc. | 4,509 | $22.5 萬 | 0.07% | +4,509 | 新進 |
| ZWJ Investment Counsel Inc | 4,464 | $22.2 萬 | 0.01% | +4,464 | 新進 |
| Cyndeo Wealth Partners, LLC | 4,414 | $22.0 萬 | 0.02% | +4,414 | 新進 |
| Xponance, Inc. | 4,365 | $21.7 萬 | 0.00% | +4,365 | 新進 |
| Mackenzie Financial Corp | 4,311 | $21.5 萬 | 0.00% | +4,311 | 新進 |
| O'Shaughnessy Asset Management, LLC | 3,940 | $20.6 萬 | 0.00% | +3,940 | 新進 |
| HighTower Advisors, LLC | 4,007 | $20.2 萬 | 0.00% | +4,007 | 新進 |
| State of Wyoming | 2,836 | $14.1 萬 | 0.02% | −1,193−29.6% | 減碼 |
| Acadian Asset Management LLC | 2,624 | $13.0 萬 | 0.00% | +2,624 | 新進 |
| Aquatic Capital Management LLC | 2,300 | $11.5 萬 | 0.00% | −2,600−53.1% | 減碼 |
| Amalgamated Bank | 2,080 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 1,900 | $9.46 萬 | 0.00% | +1,900 | 新進 |
| KBC Group NV | 1,792 | $8.90 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,650 | $7.32 萬 | 0.01% | −2,827−63.1% | 減碼 |
| First Horizon Advisors, Inc. | 1,415 | $7.05 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,325 | $6.60 萬 | 0.01% | +51+4.0% | 加碼 |
| Jones Financial Companies LLLP | 1,095 | $5.50 萬 | 0.00% | +1,000+1,052.6% | 加碼 |
| TD Waterhouse Canada Inc. | 1,033 | $5.05 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 970 | $4.83 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 968 | $4.82 萬 | 0.00% | +968 | 新進 |
| Nisa Investment Advisors, LLC | 850 | $4.23 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 729 | $3.63 萬 | 0.00% | −1,373−65.3% | 減碼 |
| ZRC Wealth Management, LLC | 672 | $3.35 萬 | 0.01% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 600 | $2.99 萬 | 0.00% | +600 | 新進 |
| Atwood & Palmer Inc | 580 | $2.89 萬 | 0.00% | −50−7.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 576 | $2.87 萬 | 0.00% | −8,666−93.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 500 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 464 | $2.31 萬 | 0.00% | −101−17.9% | 減碼 |
| CWM, LLC | 242 | $1.20 萬 | 0.00% | +51+26.7% | 加碼 |
| GAMMA Investing LLC | 226 | $1.13 萬 | 0.00% | +88+63.8% | 加碼 |
| Ronald Blue Trust, Inc. | 283 | $1.00 萬 | 0.00% | +231+444.2% | 加碼 |
| Quadrant Capital Group LLC | 177 | $8,815 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 175 | $8,715 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 160 | $7,968 | 0.00% | −103−39.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 144 | $7,171 | 0.00% | −37−20.4% | 減碼 |
| Johnson Financial Group, Inc. | 130 | $6,474 | 0.00% | +130 | 新進 |
| Global Retirement Partners, LLC | 100 | $4,980 | 0.00% | −3,923−97.5% | 減碼 |
| Accent Capital Management, LLC | 100 | $4,980 | 0.00% | +100 | 新進 |