Baldwin Insurance Group Inc./BWIN
13F holders, Q1 2024 (March 31)172holders
5famous investors
$28.94avg. 13F price*
At the end of Q1 2024, 172 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings. The largest holders were FMR LLC ($281.0M), Vanguard Group Inc. ($178.5M) and BlackRock Inc. ($127.6M). 5 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- BRP GROUP INC (Q1 2024)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $32.9M |
| Exits | 22 | $23.6M |
Ownership 172 holders
| FMR LLC | 0.02% | Add +1.1% | 9,710,708 | $281.0M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 6,167,816 | $178.5M |
| BlackRock Inc. | 0.00% | Reduce -4.4% | 4,410,477 | $127.6M |
| Champlain Investment Partners, LLC | 0.67% | Add +13.0% | 4,023,175 | $116.4M |
| Macquarie Group Ltd. | 0.11% | Reduce -2.7% | 3,446,684 | $99.7M |
| Baron Capital (BAMCO) | 0.25% | Reduce 0.0% | 3,259,934 | $94.3M |
| William Blair Investment Management, LLC | 0.22% | Add +1314.8% | 2,925,650 | $84.7M |
| Westwood Holdings Group Inc. | 0.63% | Reduce -9.3% | 2,735,450 | $79.2M |
| Aristotle Capital Boston, LLC | 1.36% | Add +1.7% | 1,545,856 | $44.7M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -3.1% | 1,484,943 | $43.0M |
| Boston Partners | 0.05% | Add +17.0% | 1,479,646 | $42.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 1,413,581 | $40.9M |
| State Street Corp. | 0.00% | Add +0.6% | 1,324,013 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 1,232,483 | $35.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.1% | 1,009,680 | $29.2M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 944,513 | $27.3M |
| Emerald Advisers, LLC | 1.04% | Add +0.6% | 893,592 | $25.9M |
| Peregrine Capital Management LLC | 0.72% | Reduce -5.0% | 870,665 | $25.2M |
| Venator Management LLC | 6.71% | Reduce -0.3% | 782,275 | $22.6M |
| Emerald Mutual Fund Advisers Trust | 1.10% | Add +0.2% | 732,113 | $21.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 698,221 | $20.2M |
| Bank of America Corp. | 0.00% | Add +34.0% | 636,049 | $18.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +11.1% | 618,446 | $17.9M |
| Driehaus Capital Management LLC | 0.17% | New | 606,208 | $17.5M |
| Sei Investments Co. | 0.02% | Add +6.8% | 566,859 | $16.4M |
| Kennedy Capital Management LLC | 0.33% | Reduce -9.5% | 555,172 | $16.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.1% | 531,927 | $15.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +0.1% | 514,745 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.4% | 499,575 | $14.5M |
| Tributary Capital Management, LLC | 1.12% | Add +0.9% | 473,583 | $13.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.8% | 421,763 | $12.2M |
| Kornitzer Capital Management Inc. | 0.22% | No change | 411,290 | $11.9M |
| Millennium Management | 0.01% | Add +150.4% | 377,418 | $10.9M |
| Granite Investment Partners, LLC | 0.41% | Reduce -0.3% | 369,543 | $10.7M |
| Point72 Asset Management | 0.03% | Add +409.8% | 356,889 | $10.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 3.21% | Reduce -5.1% | 309,130 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +172.0% | 276,656 | $8.0M |
| Nicholas Company, Inc. | 0.11% | No change | 224,065 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -30.1% | 206,001 | $6.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -72.5% | 199,496 | $5.8M |
| Estuary Capital Management LP | 2.27% | New | 193,301 | $5.6M |
| Otter Creek Advisors, LLC | 3.06% | Add +5.4% | 150,257 | $4.3M |
| Pathway Financial Advisors LLC | 1.11% | Add +56.3% | 141,387 | $4.1M |
| MAI Capital Management | 0.04% | Add +156.8% | 138,190 | $4.0M |
| UBS Group AG | 0.00% | Add +1743.3% | 132,069 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.1% | 129,953 | $3.8M |
| Confluence Investment Management LLC | 0.05% | Reduce -10.4% | 124,121 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -25.2% | 121,582 | $3.5M |
| Swiss National Bank | 0.00% | Add +1.0% | 120,600 | $3.5M |
| Financial Advisory Group | 0.59% | No change | 115,925 | $3.4M |
| Barclays PLC | 0.00% | Add +14.0% | 107,759 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -25.2% | 105,570 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -41.7% | 103,354 | $3.0M |
| Credit Suisse AG/ | 0.00% | Add +1.8% | 87,557 | $2.5M |
| Madison Asset Management, LLC | 0.03% | Reduce -21.3% | 85,299 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.2% | 82,012 | $2.4M |
| Rhumbline Advisers | 0.00% | Add +2.6% | 81,025 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 67,565 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 66,276 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 64,286 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Add +43.2% | 63,667 | $1.8M |
| Alliancebernstein L.P. | 0.00% | No change | 61,700 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -4.5% | 61,009 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -42.9% | 55,869 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -33.3% | 55,473 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 53,737 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +14.1% | 53,370 | $1.5M |
| Smith Chas P & Associates Pa Cpas | 0.09% | New | 52,295 | $1.5M |
| Washington Trust Bank | 0.14% | New | 52,131 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -34.8% | 47,651 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -6.6% | 46,174 | $1.3M |
| Principal Financial Group Inc. | 0.00% | New | 44,840 | $1.3M |
| Cornercap Investment Counsel Inc. | 0.18% | Reduce -25.2% | 39,751 | $1.2M |
| Algert Global LLC | 0.04% | Reduce -38.4% | 39,534 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 37,448 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +12.6% | 37,309 | $1.1M |
| Diversified Trust Co. | 0.03% | Add +42.0% | 34,000 | $984K |
| Lighthouse Investment Partners, LLC | 0.06% | New | 33,175 | $960K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 30,673 | $888K |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 30,491 | $882K |
| ExodusPoint Capital Management, LP | 0.01% | New | 29,892 | $865K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 29,693 | $859K |
| Deutsche Bank AG | 0.00% | Reduce -4.0% | 29,595 | $856K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.8% | 29,347 | $849K |
| T. Rowe Price Associates Inc. | 0.00% | Add +96.1% | 29,006 | $840K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 27,198 | $787K |
| Natixis Advisors, LLC | 0.00% | Add +14.3% | 26,545 | $768K |
| Two Sigma Advisers, LP | 0.00% | Reduce -31.0% | 25,400 | $735K |
| Henshaw Capital LLC | 0.03% | No change | 25,149 | $728K |
| Raymond James & Associates | 0.00% | Add +34.1% | 24,029 | $695K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -94.0% | 23,116 | $669K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 26,646 | $654K |
| Voya Investment Management LLC | 0.00% | Reduce -16.9% | 20,060 | $581K |
| Cape Cod Five Cents Savings Bank | 0.06% | No change | 20,000 | $579K |
| First National Bank of Omaha | 0.04% | Reduce -32.9% | 12,682 | $567K |
| Trust Point Inc. | 0.04% | Add +52.9% | 19,433 | $562K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 16,888 | $489K |
| Arizona State Retirement System | 0.00% | Reduce -0.8% | 16,792 | $486K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +36.8% | 16,099 | $466K |
| Mariner, LLC | 0.00% | Reduce -25.7% | 16,053 | $465K |
| SYSTM Wealth Solutions LLC | 0.06% | Reduce -16.2% | 15,358 | $444K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,438 | $418K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.8% | 14,106 | $408K |
| Bayesian Capital Management, LP | 0.04% | New | 13,200 | $382K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.2% | 12,675 | $367K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,500 | $362K |
| LPL Financial LLC | 0.00% | New | 11,015 | $319K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 10,825 | $313K |
| Altfest L J & Co. Inc. | 0.04% | Add +2.0% | 10,349 | $300K |
| Citigroup Inc. | 0.00% | Add +16.4% | 9,951 | $288K |
| Truist Financial Corp. | 0.00% | New | 9,709 | $281K |
| Pitcairn Co. | 0.02% | Add +3.8% | 9,666 | $280K |
| Engineers Gate Manager LP | 0.01% | New | 9,608 | $278K |
| Renaissance Technologies | 0.00% | New | 9,060 | $262K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -42.6% | 9,869 | $251K |
| HSBC Holdings PLC | 0.00% | New | 8,647 | $250K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -28.2% | 8,429 | $244K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.3% | 8,395 | $243K |
| Ameriprise Financial Inc. | 0.00% | New | 8,376 | $242K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.2% | 7,811 | $226K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,147 | $207K |
| Verdence Capital Advisors LLC | 0.02% | New | 7,009 | $203K |
| Moody National Bank Trust Division | 0.02% | New | 6,980 | $202K |
| US Bancorp \de | 0.00% | Add +13.0% | 6,530 | $189K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 6,270 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,876 | $170K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,566 | $161K |
| Continuum Advisory, LLC | 0.02% | New | 4,900 | $147K |
| EntryPoint Capital, LLC | 0.13% | New | 4,817 | $139K |
| Core Wealth Advisors, Inc. | 0.04% | New | 4,509 | $130K |
| Comerica Bank | 0.00% | Add +6.2% | 4,241 | $123K |
| SG Americas Securities, LLC | 0.00% | Reduce -22.7% | 3,592 | $104K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -12.2% | 3,190 | $92K |
| Signaturefd, LLC | 0.00% | Add +1960.8% | 2,102 | $61K |
| Amalgamated Bank | 0.00% | Reduce -76.3% | 2,080 | $60K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -23.6% | 1,131 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Add +20.2% | 1,228 | $36K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,075 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 850 | $25K |
| Quantbot Technologies LP | 0.00% | New | 685 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 672 | $19K |
| Atwood & Palmer Inc. | 0.00% | No change | 630 | $18K |
| Raffa Wealth Management, LLC | 0.00% | New | 512 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -7.8% | 510 | $15K |
| nVerses Capital, LLC | 0.03% | New | 500 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $14K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -8.4% | 438 | $13K |
| Whittier Trust Co. | 0.00% | New | 392 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -25.9% | 364 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.9% | 325 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 324 | $9K |
| Group One Trading LLC | 0.00% | New | 206 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.4% | 181 | $5K |
| Cwm, LLC | 0.00% | No change | 185 | $5K |
| Private Trust Co. NA | 0.00% | No change | 153 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 149 | $4K |
| GAMMA Investing LLC | 0.00% | Add +24.5% | 117 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 87 | $3K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -98.1% | 85 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +575.0% | 81 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 79 | $2K |
| First Financial Corp. | 0.00% | New | 75 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 56 | $2K |
| AlphaQuest LLC | 0.00% | Reduce -91.9% | 45 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 34 | $983 |
| Allworth Financial LP | 0.00% | No change | 16 | $464 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 14 | $406 |
| Avior Wealth Management, LLC | 0.00% | New | 12 | $347 |
| Rothschild Investment LLC | 0.00% | New | 5 | $145 |
| Huntington National Bank | 0.00% | No change | 1 | $29 |
| Covestor Ltd | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is BWIN's weight in each manager's 13F, not the share of Baldwin Insurance Group Inc./ the manager owns.