Baldwin Insurance Group Inc./BWIN
13F holders, Q2 2024 (June 30)184holders +12
37new positions
26sold out
4famous investors
$35.48avg. 13F price*
At the end of Q2 2024, 184 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 12 from Q1 2024. 37 opened new positions and 26 sold out. The largest holders were FMR LLC ($351.8M), Vanguard Group Inc. ($223.4M) and BlackRock Inc. ($168.5M). 4 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q2 2024)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $46.3M |
| Exits | 26 | $20.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,114,910 shares bought and 3,646,977 shares sold, net +1,467,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| FMR LLC | 0.02% | Add +2.1% | 9,919,196 | $351.8M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 6,298,860 | $223.4M |
| BlackRock Inc. | 0.00% | Add +7.7% | 4,751,731 | $168.5M |
| Champlain Investment Partners, LLC | 0.92% | Add +5.4% | 4,238,755 | $150.3M |
| Macquarie Group Ltd. | 0.14% | Reduce -0.0% | 3,445,265 | $122.2M |
| Baron Capital (BAMCO) | 0.33% | Add +0.0% | 3,260,000 | $115.6M |
| William Blair Investment Management, LLC | 0.29% | Add +5.4% | 3,083,281 | $109.4M |
| Westwood Holdings Group Inc. | 0.65% | Reduce -18.9% | 2,219,148 | $78.7M |
| State Street Corp. | 0.00% | Add +30.4% | 1,727,164 | $61.3M |
| Loomis Sayles & Co. L P | 0.08% | Add +6.0% | 1,573,750 | $55.8M |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 1,541,031 | $54.7M |
| Aristotle Capital Boston, LLC | 1.71% | Reduce -7.2% | 1,434,943 | $50.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.2% | 1,082,243 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.9% | 1,036,608 | $36.8M |
| Royal Bank of Canada | 0.01% | Add +8.8% | 1,027,296 | $36.4M |
| Driehaus Capital Management LLC | 0.32% | Add +53.7% | 931,959 | $33.1M |
| Emerald Advisers, LLC | 1.29% | Reduce -2.8% | 868,745 | $30.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2530.8% | 763,104 | $27.1M |
| Venator Management LLC | 8.05% | Reduce -4.0% | 750,900 | $26.6M |
| Emerald Mutual Fund Advisers Trust | 1.37% | Add +0.5% | 735,417 | $26.1M |
| Peregrine Capital Management LLC | 0.73% | Reduce -18.5% | 709,623 | $25.2M |
| GW&K Investment Management, LLC | 0.22% | New | 686,528 | $24.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 677,088 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 630,799 | $22.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -7.1% | 574,344 | $20.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.2% | 535,452 | $19.0M |
| Janus Henderson Group PLC | 0.01% | Add +0.3% | 533,555 | $18.9M |
| Sei Investments Co. | 0.03% | Reduce -5.9% | 533,349 | $18.9M |
| Boston Partners | 0.02% | Reduce -64.8% | 520,227 | $18.8M |
| Kennedy Capital Management LLC | 0.40% | Reduce -4.8% | 528,736 | $18.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -5.4% | 486,751 | $17.3M |
| Tributary Capital Management, LLC | 1.40% | Add +0.3% | 474,977 | $16.8M |
| Kornitzer Capital Management Inc. | 0.28% | No change | 411,290 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -4.4% | 403,312 | $14.3M |
| Confluence Investment Management LLC | 0.18% | Add +178.6% | 345,789 | $12.3M |
| Granite Investment Partners, LLC | 0.48% | Reduce -11.2% | 328,294 | $11.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.58% | Reduce -17.1% | 256,130 | $9.1M |
| Nicholas Company, Inc. | 0.13% | Reduce -0.1% | 223,930 | $7.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 222,360 | $7.9M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 203,099 | $7.2M |
| Otter Creek Advisors, LLC | 4.30% | Add +24.2% | 186,615 | $6.6M |
| Estuary Capital Management LP | 1.93% | Reduce -12.8% | 168,619 | $6.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -16.1% | 167,363 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 145,965 | $5.2M |
| MAI Capital Management | 0.05% | No change | 138,190 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +104.5% | 138,147 | $4.9M |
| UBS Group AG | 0.00% | Add +4.3% | 137,761 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +141.8% | 134,163 | $4.8M |
| Capital International Investors | 0.00% | New | 129,794 | $4.6M |
| Pathway Financial Advisors LLC | 1.22% | Reduce -9.9% | 127,323 | $4.5M |
| Swiss National Bank | 0.00% | Add +5.6% | 127,300 | $4.5M |
| Citadel Advisors | 0.00% | Add +116.8% | 121,150 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.7% | 115,992 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +147.5% | 114,270 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +342.1% | 102,184 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -21.5% | 95,462 | $3.4M |
| Barclays PLC | 0.00% | Reduce -13.4% | 93,347 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +11.5% | 90,327 | $3.2M |
| Madison Asset Management, LLC | 0.04% | Add +0.7% | 85,857 | $3.0M |
| Millennium Management | 0.00% | Reduce -79.0% | 79,212 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +109.1% | 77,997 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +20.6% | 74,440 | $2.6M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +107.1% | 68,714 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 67,788 | $2.4M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 66,110 | $2.3M |
| HB Wealth Management, LLC | 0.03% | No change | 63,667 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +3.6% | 63,238 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.4% | 60,384 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +6.3% | 56,760 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +5.4% | 56,647 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -49.4% | 53,444 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Add +16.1% | 52,058 | $1.8M |
| Penserra Capital Management LLC | 0.02% | New | 50,579 | $1.8M |
| Invesco Ltd. | 0.00% | Add +3.1% | 49,133 | $1.7M |
| LPL Financial LLC | 0.00% | Add +343.3% | 48,826 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -55.5% | 45,938 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +24.6% | 37,994 | $1.3M |
| Diversified Trust Co. | 0.04% | Add +11.2% | 37,800 | $1.3M |
| Corient Private Wealth LP | 0.00% | No change | 37,448 | $1.3M |
| Zions Bancorporation, N.A. | 0.11% | New | 37,385 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +21.7% | 35,717 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | — | 35,431 | $1.3M |
| Renaissance Technologies | 0.00% | Add +275.3% | 34,000 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 31,034 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 30,913 | $1.1M |
| Select Equity Group, L.P. | 0.00% | New | 29,462 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +9.2% | 28,983 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -3.4% | 28,582 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,198 | $965K |
| Raymond James & Associates | 0.00% | Add +12.2% | 26,968 | $957K |
| Henshaw Capital LLC | 0.04% | Add +1.7% | 25,567 | $907K |
| Squarepoint Ops LLC | 0.00% | New | 25,216 | $894K |
| Oliver Luxxe Assets LLC | 0.17% | New | 22,046 | $782K |
| Voya Investment Management LLC | 0.00% | Add +9.8% | 22,027 | $781K |
| Premier Fund Managers Ltd | 0.03% | New | 20,781 | $727K |
| Trust Point Inc. | 0.06% | Add +1.6% | 19,748 | $700K |
| Algert Global LLC | 0.02% | Reduce -52.7% | 18,688 | $663K |
| Arizona State Retirement System | 0.00% | Add +7.9% | 18,123 | $643K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +74.3% | 17,199 | $610K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -1.1% | 16,700 | $592K |
| Toth Financial Advisory Corp. | 0.07% | New | 16,015 | $568K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.9% | 15,292 | $542K |
| First National Bank of Omaha | 0.03% | Add +13.4% | 14,383 | $510K |
| Citigroup Inc. | 0.00% | Add +44.0% | 14,328 | $508K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +144.8% | 13,627 | $484K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,675 | $450K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,500 | $443K |
| Corton Capital Inc. | 0.22% | New | 11,949 | $424K |
| Pitcairn Co. | 0.02% | Add +19.1% | 11,517 | $409K |
| Truist Financial Corp. | 0.00% | Add +11.8% | 10,859 | $380K |
| Captrust Financial Advisors | 0.00% | New | 10,217 | $362K |
| Mariner, LLC | 0.00% | Reduce -37.2% | 10,076 | $357K |
| Lido Advisors, LLC | 0.00% | New | 10,000 | $355K |
| Atria Investments, Inc | 0.00% | New | 9,549 | $339K |
| Advisory Services Network, LLC | 0.01% | New | 9,290 | $330K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +16403.6% | 9,242 | $328K |
| Commerce Bank | 0.00% | New | 9,215 | $327K |
| Wedbush Securities Inc. | 0.01% | New | 8,506 | $302K |
| HSBC Holdings PLC | 0.00% | Reduce -1.1% | 8,548 | $301K |
| Victory Capital Management Inc. | 0.00% | Add +0.6% | 8,441 | $299K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $299K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 8,124 | $288K |
| ProShare Advisors LLC | 0.00% | Reduce -25.4% | 8,071 | $286K |
| Verition Fund Management LLC | 0.00% | New | 8,022 | $285K |
| Pictet Asset Management Holding SA | 0.00% | New | 7,766 | $275K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 7,700 | $273K |
| Creative Planning | 0.00% | New | 7,602 | $270K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,585 | $269K |
| Moody National Bank Trust Division | 0.02% | Add +6.3% | 7,420 | $263K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.7% | 7,129 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 6,911 | $245K |
| US Bancorp \de | 0.00% | Add +2.8% | 6,711 | $238K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -37.4% | 6,483 | $230K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.8% | 6,452 | $229K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 6,326 | $224K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 6,270 | $222K |
| Prudential Financial Inc. | 0.00% | New | 5,992 | $213K |
| Cetera Trust Company, N.A | 0.12% | New | 5,445 | $193K |
| Aquatic Capital Management LLC | 0.01% | New | 4,900 | $174K |
| Comerica Bank | 0.00% | Add +12.9% | 4,790 | $170K |
| Continuum Advisory, LLC | 0.02% | Reduce -8.6% | 4,477 | $159K |
| State of Wyoming | 0.02% | New | 4,029 | $143K |
| Global Retirement Partners, LLC | 0.00% | New | 4,023 | $143K |
| Signaturefd, LLC | 0.00% | No change | 2,102 | $75K |
| Amalgamated Bank | 0.00% | No change | 2,080 | $74K |
| KBC Group NV | 0.00% | New | 1,792 | $64K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.6% | 1,415 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.8% | 1,274 | $45K |
| EntryPoint Capital, LLC | 0.02% | Reduce -75.4% | 1,187 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.7% | 1,033 | $38K |
| Assetmark, Inc. | 0.00% | New | 970 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 850 | $30K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 672 | $24K |
| Atwood & Palmer Inc. | 0.00% | No change | 630 | $22K |
| UMB Bank, n.a. | 0.00% | Add +10.8% | 565 | $20K |
| Raffa Wealth Management, LLC | 0.01% | No change | 512 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $18K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.2% | 282 | $10K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -40.0% | 263 | $9K |
| Cwm, LLC | 0.00% | Add +3.2% | 191 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 181 | $6K |
| Quadrant Capital Group LLC | 0.00% | Add +18.8% | 177 | $6K |
| Private Trust Co. NA | 0.00% | Add +14.4% | 175 | $6K |
| GAMMA Investing LLC | 0.00% | Add +17.9% | 138 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.7% | 108 | $4K |
| Stephens Consulting, LLC | 0.00% | New | 101 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 95 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -75.5% | 89 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 87 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 81 | $3K |
| First Financial Corp. | 0.00% | No change | 75 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $3K |
| Arax Advisory Partners | 0.00% | New | 67 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 54 | $2K |
| Blue Trust, Inc. | 0.00% | New | 52 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.9% | 33 | $1K |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 25 | $887 |
| HWG Holdings LP | 0.00% | — | 19 | $674 |
| Allworth Financial LP | 0.00% | No change | 16 | $641 |
| Smartleaf Asset Management LLC | 0.00% | New | 18 | $630 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 12 | $525 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 14 | $497 |
| Huntington National Bank | 0.00% | No change | 1 | $35 |
| 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.