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 4 季 13F 持有人
Baldwin Insurance Group, Inc. 在 2024/12/31 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
- 208
- 較 2024 年第 3 季 −9 家
- 持有股數
- 6,785 萬
- 較 2024 年第 3 季 +269.6 萬 (+4.1%)
- 總市值
- $26.3 億
- 較 2024 年第 3 季 −$6.14 億 (−18.9%)
- 新進機構
- 28
- 另有 83 家加碼
- 清倉機構
- 37
- 另有 64 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | 加碼 |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 11 | $426 | 0.00% | +11 | 新進 |
| Riggs Asset Managment Co. Inc. | 14 | $538 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 16 | $620 | 0.00% | +3+23.1% | 加碼 |
| Smartleaf Asset Management LLC | 18 | $690 | 0.00% | +18 | 新進 |
| Amundi | 20 | $729 | 0.00% | +20 | 新進 |
| EverSource Wealth Advisors, LLC | 24 | $930 | 0.00% | +12+100.0% | 加碼 |
| Proequities, Inc. | 32 | $1,329 | 0.00% | +1+3.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 36 | $1,395 | 0.00% | +36 | 新進 |
| Allworth Financial LP | 35 | $1,455 | 0.00% | +4+12.9% | 加碼 |
| Quarry LP | 41 | $1,589 | 0.00% | +41 | 新進 |
| Rothschild Investment LLC | 55 | $2,132 | 0.00% | −5−8.3% | 減碼 |
| SRS Capital Advisors, Inc. | 56 | $2,171 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 68 | $2,636 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 72 | $2,791 | 0.00% | −28−28.0% | 減碼 |
| Eagle Bay Advisors LLC | 74 | $2,868 | 0.00% | −86−53.8% | 減碼 |
| Parallel Advisors, LLC | 74 | $2,868 | 0.00% | −14−15.9% | 減碼 |
| Lindbrook Capital, LLC | 81 | $3,140 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 88 | $3,411 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 75 | $3,837 | 0.00% | −12−13.8% | 減碼 |
| Signaturefd, LLC | 102 | $3,954 | 0.00% | −627−86.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 144 | $5,581 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 175 | $6,783 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 177 | $6,861 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 179 | $6,938 | 0.00% | −47−20.8% | 減碼 |
| TCTC Holdings, LLC | 189 | $7,326 | 0.00% | +189 | 新進 |
| CWM, LLC | 253 | $1.00 萬 | 0.00% | +11+4.5% | 加碼 |
| Simplex Trading, LLC | 298 | $1.10 萬 | 0.00% | +298 | 新進 |
| J.Safra Asset Management Corp | 316 | $1.21 萬 | 0.00% | +316 | 新進 |
| Umb Bank N A | 464 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 500 | $1.94 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 580 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 632 | $2.45 萬 | 0.00% | −13,510−95.5% | 減碼 |
| ZRC Wealth Management, LLC | 834 | $3.23 萬 | 0.01% | +162+24.1% | 加碼 |
| Nisa Investment Advisors, LLC | 850 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 933 | $3.61 萬 | 0.00% | −100−9.7% | 減碼 |
| Assetmark, Inc | 970 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,095 | $4.24 萬 | 0.00% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 1,142 | $4.40 萬 | 0.00% | −19,639−94.5% | 減碼 |
| Group One Trading, L.P. | 1,334 | $5.17 萬 | 0.00% | −3,535−72.6% | 減碼 |
| First Horizon Advisors, Inc. | 1,415 | $5.48 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,520 | $5.89 萬 | 0.01% | +195+14.7% | 加碼 |
| Johnson Financial Group, Inc. | 1,528 | $6.26 萬 | 0.00% | +1,398+1,075.4% | 加碼 |
| Venturi Wealth Management, LLC | 1,700 | $6.59 萬 | 0.00% | +1,700 | 新進 |
| STRS Ohio | 1,900 | $7.36 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,944 | $7.53 萬 | 0.01% | +294+17.8% | 加碼 |
| Amalgamated Bank | 2,080 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 2,126 | $8.24 萬 | 0.01% | −710−25.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,199 | $8.52 萬 | 0.00% | +1,623+281.8% | 加碼 |
| KBC Group NV | 3,279 | $12.7 萬 | 0.00% | +1,487+83.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,160 | $20.0 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 4,600 | $20.2 萬 | 0.00% | −1,427−23.7% | 減碼 |
| Cetera Trust Company, N.A | 5,470 | $21.2 萬 | 0.14% | +25+0.5% | 加碼 |
| Verdence Capital Advisors LLC | 5,541 | $21.5 萬 | 0.02% | −1,989−26.4% | 減碼 |
| Defined Financial Planning LLC | 5,915 | $22.9 萬 | 0.24% | +5,915 | 新進 |
| CIBC World Markets Corp | 6,237 | $24.2 萬 | 0.00% | +6,237 | 新進 |
| HHM Wealth Advisors, LLC | 6,270 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 6,887 | $26.7 萬 | 0.00% | +23+0.3% | 加碼 |
| Janney Montgomery Scott LLC | 6,944 | $26.9 萬 | 0.00% | +20+0.3% | 加碼 |
| Altfest L J & Co Inc | 6,943 | $26.9 萬 | 0.03% | +1,456+26.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,973 | $27.0 萬 | 0.01% | +302+4.5% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,000 | $27.1 萬 | 0.08% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 7,640 | $29.6 萬 | 0.00% | −112−1.4% | 減碼 |
| Brown Advisory Inc | 7,665 | $29.7 萬 | 0.00% | +7,665 | 新進 |
| Creative Planning | 8,097 | $31.4 萬 | 0.00% | −1,882−18.9% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 8,200 | $31.8 萬 | 0.06% | 00.0% | 不變 |
| Victory Capital Management Inc | 8,281 | $32.1 萬 | 0.00% | −91−1.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,429 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 8,576 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 8,650 | $33.5 萬 | 0.00% | −1,456−14.4% | 減碼 |
| Commerce Bank | 8,840 | $34.3 萬 | 0.00% | −85−1.0% | 減碼 |
| Ameriprise Financial Inc | 9,756 | $37.8 萬 | 0.00% | +9,756 | 新進 |
| Trust Point Inc. | 9,981 | $38.7 萬 | 0.03% | −9,798−49.5% | 減碼 |
| Pitcairn Co | 9,997 | $38.7 萬 | 0.02% | +136+1.4% | 加碼 |
| Lido Advisors, LLC | 10,045 | $38.9 萬 | 0.00% | +45+0.4% | 加碼 |
| SG Americas Securities, LLC | 10,195 | $39.5 萬 | 0.00% | −8,046−44.1% | 減碼 |
| Truist Financial Corp | 10,234 | $39.7 萬 | 0.00% | −490−4.6% | 減碼 |
| GWM Advisors LLC | 10,375 | $40.2 萬 | 0.00% | −1,350−11.5% | 減碼 |
| AQR Capital Management LLC | 12,199 | $47.3 萬 | 0.00% | +2,991+32.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,325 | $47.8 萬 | 0.00% | −437−3.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,540 | $48.6 萬 | 0.00% | +5,040+67.2% | 加碼 |
| First National Bank of Omaha | 12,666 | $49.1 萬 | 0.03% | −1,234−8.9% | 減碼 |
| KLP Kapitalforvaltning AS | 13,200 | $51.2 萬 | 0.00% | +13,200 | 新進 |
| Mariner, LLC | 13,229 | $51.3 萬 | 0.00% | +3,192+31.8% | 加碼 |
| Advisory Services Network, LLC | 13,355 | $51.8 萬 | 0.01% | +4,065+43.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 13,460 | $52.2 萬 | 0.08% | +13,460 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 14,020 | $54.3 萬 | 0.01% | +14,020 | 新進 |
| ExodusPoint Capital Management, LP | 14,023 | $54.4 萬 | 0.01% | +14,023 | 新進 |
| Handelsbanken Fonder AB | 14,700 | $57.0 萬 | 0.00% | +2,200+17.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 16,710 | $64.8 萬 | 0.05% | +10+0.1% | 加碼 |
| Toth Financial Advisory Corp | 16,785 | $65.1 萬 | 0.08% | +770+4.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 17,199 | $66.7 萬 | 0.00% | 00.0% | 不變 |
| New World Advisors LLC | 18,295 | $70.9 萬 | 0.17% | +3,338+22.3% | 加碼 |
| Great West Life Assurance Co | 18,427 | $71.3 萬 | 0.00% | +2,472+15.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,439 | $71.5 萬 | 0.00% | +3,147+20.6% | 加碼 |
| ProShare Advisors LLC | 18,771 | $72.8 萬 | 0.00% | +6,327+50.8% | 加碼 |
| Arizona State Retirement System | 19,366 | $75.1 萬 | 0.00% | +321+1.7% | 加碼 |
| Voya Investment Management LLC | 19,818 | $76.8 萬 | 0.00% | −1,677−7.8% | 減碼 |
| Diversified Trust Co | 20,336 | $78.8 萬 | 0.02% | −4,864−19.3% | 減碼 |