Baldwin Insurance Group Inc./BWIN
13F holders, Q3 2024 (September 30)219holders +35
48new positions
14sold out
3famous investors
$49.80avg. 13F price*
At the end of Q3 2024, 219 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 35 from Q2 2024. 48 opened new positions and 14 sold out. The largest holders were FMR LLC ($493.9M), Vanguard Group Inc. ($319.3M) and BlackRock, Inc. ($247.0M). 3 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q3 2024)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $91.7M |
| Exits | 14 | $18.5M |
All 13F filers, Q2 2024 → Q3 2024: 7,221,313 shares bought and 6,675,629 shares sold, net +545,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| FMR LLC | 0.03% | Reduce -0.0% | 9,917,310 | $493.9M |
| Vanguard Group Inc. | 0.01% | Add +1.8% | 6,412,105 | $319.3M |
| BlackRock, Inc. | 0.01% | — | 4,960,059 | $247.0M |
| Baron Capital (BAMCO) | 0.40% | Reduce -7.7% | 3,010,000 | $149.9M |
| William Blair Investment Management, LLC | 0.33% | Reduce -12.1% | 2,709,941 | $135.0M |
| Macquarie Group Ltd. | 0.14% | Reduce -25.2% | 2,576,613 | $128.3M |
| Champlain Investment Partners, LLC | 0.77% | Reduce -39.6% | 2,560,727 | $127.5M |
| Capital International Investors | 0.02% | Add +1706.3% | 2,344,493 | $116.8M |
| State Street Corp. | 0.00% | Add +13.3% | 1,956,551 | $97.4M |
| Westwood Holdings Group Inc. | 0.65% | Reduce -23.9% | 1,689,906 | $84.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.6% | 1,550,357 | $77.2M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -18.8% | 1,278,177 | $63.7M |
| Aristotle Capital Boston, LLC | 2.09% | Reduce -11.6% | 1,269,025 | $63.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1946.7% | 1,235,868 | $61.5M |
| Driehaus Capital Management LLC | 0.49% | Add +21.8% | 1,134,710 | $56.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.4% | 1,108,151 | $55.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 1,007,590 | $50.2M |
| Emerald Advisers, LLC | 1.70% | Add +1.8% | 884,299 | $44.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +81.5% | 883,427 | $44.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.9% | 872,092 | $43.4M |
| Northern Trust Corp. | 0.01% | Add +8.9% | 737,411 | $36.7M |
| Venator Management LLC | 10.44% | Reduce -3.6% | 723,800 | $36.0M |
| Westfield Capital Management Co. LP | 0.16% | New | 718,464 | $35.8M |
| Bank of America Corp. | 0.00% | Add +8.1% | 682,079 | $34.0M |
| GW&K Investment Management, LLC | 0.28% | Reduce -4.1% | 658,250 | $32.8M |
| Emerald Mutual Fund Advisers Trust | 1.69% | Reduce -11.1% | 653,633 | $32.6M |
| Lord, Abbett & Co. LLC | 0.09% | New | 591,317 | $29.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.2% | 573,338 | $28.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 546,975 | $27.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.1% | 533,241 | $26.6M |
| Peregrine Capital Management LLC | 0.79% | Reduce -26.4% | 522,346 | $26.0M |
| Sei Investments Co. | 0.03% | Reduce -5.2% | 505,514 | $25.2M |
| Boston Partners | 0.03% | Reduce -4.9% | 494,570 | $25.0M |
| Tributary Capital Management, LLC | 1.83% | Reduce -0.5% | 472,633 | $23.5M |
| Confluence Investment Management LLC | 0.29% | Add +26.8% | 438,544 | $21.8M |
| Kennedy Capital Management LLC | 0.47% | Reduce -19.2% | 427,274 | $21.3M |
| State of Wisconsin Investment Board | 0.04% | Reduce -16.2% | 337,992 | $16.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -57.9% | 321,474 | $16.0M |
| Granite Investment Partners, LLC | 0.65% | Reduce -7.4% | 304,010 | $15.1M |
| Morgan Stanley | 0.00% | Add +47.4% | 299,307 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.2% | 284,974 | $14.2M |
| Kornitzer Capital Management Inc. | 0.25% | Reduce -35.4% | 265,650 | $13.2M |
| Balyasny Asset Management L.P. | 0.03% | Add +103.2% | 207,657 | $10.3M |
| Nicholas Company, Inc. | 0.15% | Reduce -17.4% | 185,060 | $9.2M |
| UBS Group AG | 0.00% | Add +8.6% | 149,549 | $7.4M |
| Invesco Ltd. | 0.00% | Add +196.1% | 145,463 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.1% | 145,187 | $7.2M |
| Otter Creek Advisors, LLC | 4.37% | Reduce -25.9% | 138,275 | $6.9M |
| First Trust Advisors LP | 0.01% | Add +2.7% | 137,735 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.6% | 131,960 | $6.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -21.9% | 130,621 | $6.5M |
| Swiss National Bank | 0.00% | Add +1.5% | 129,200 | $6.4M |
| MAI Capital Management | 0.06% | Reduce -7.6% | 127,690 | $6.4M |
| Pathway Financial Advisors LLC | 1.47% | Reduce -9.4% | 115,289 | $5.7M |
| Barclays PLC | 0.00% | Add +16.9% | 109,078 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.4% | 108,604 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -3.2% | 87,431 | $4.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +157840.7% | 85,288 | $4.2M |
| Informed Momentum Co LLC | 0.62% | New | 83,763 | $4.2M |
| Van Hulzen Asset Management, LLC | 0.28% | Add +1.0% | 78,753 | $3.9M |
| Madison Asset Management, LLC | 0.04% | Reduce -13.6% | 74,151 | $3.7M |
| Principal Financial Group Inc. | 0.00% | Add +40.7% | 73,232 | $3.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -23.4% | 73,172 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.2% | 71,300 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1014.0% | 70,471 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 69,325 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 68,649 | $3.4M |
| HB Wealth Management, LLC | 0.03% | No change | 63,667 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 62,547 | $3.1M |
| Comerica Bank | 0.01% | Add +1077.0% | 56,379 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | New | 55,926 | $2.8M |
| LPL Financial LLC | 0.00% | Add +13.8% | 55,558 | $2.8M |
| Select Equity Group, L.P. | 0.01% | Add +81.4% | 53,431 | $2.7M |
| Harbor Capital Advisors, Inc. | 0.11% | New | 50,870 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -13.1% | 49,247 | $2.5M |
| Citigroup Inc. | 0.00% | Add +231.6% | 47,512 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -59.7% | 46,053 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.9% | 44,405 | $2.2M |
| Zions Bancorporation, N.A. | 0.16% | Add +18.4% | 44,251 | $2.2M |
| Renaissance Technologies | 0.00% | Add +20.0% | 40,800 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -12.3% | 40,275 | $2.0M |
| Oliver Luxxe Assets LLC | 0.36% | Add +81.3% | 39,960 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +38.6% | 39,621 | $2.0M |
| Penserra Capital Management LLC | 0.04% | Reduce -21.9% | 39,491 | $2.0M |
| Bessemer Group Inc. | 0.00% | Reduce -31.9% | 38,675 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 37,994 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.6% | 36,045 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 35,213 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 34,982 | $1.7M |
| American Century Companies Inc. | 0.00% | New | 31,180 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | No change | 31,034 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.20% | New | 30,780 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 30,264 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,198 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | New | 26,890 | $1.3M |
| Diversified Trust Co. | 0.03% | Reduce -33.3% | 25,200 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 21,871 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 21,495 | $1.1M |
| Henshaw Capital LLC | 0.04% | Reduce -17.8% | 21,028 | $1.0M |
| Premier Fund Managers Ltd | 0.04% | No change | 20,781 | $1.0M |
| Trust Point Inc. | 0.07% | Add +0.2% | 19,779 | $985K |
| Private Advisory Group LLC | 0.12% | New | 19,050 | $949K |
| Arizona State Retirement System | 0.01% | Add +5.1% | 19,045 | $948K |
| SG Americas Securities, LLC | 0.00% | New | 18,241 | $908K |
| Oppenheimer & Co. Inc. | 0.01% | New | 17,419 | $867K |
| Squarepoint Ops LLC | 0.00% | Reduce -31.0% | 17,393 | $866K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $857K |
| Cornerstone Wealth Group, LLC | 0.07% | No change | 16,700 | $832K |
| Toth Financial Advisory Corp. | 0.09% | No change | 16,015 | $798K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +17.1% | 15,955 | $796K |
| Intech Investment Management LLC | 0.01% | New | 15,603 | $777K |
| Raymond James & Associates | 0.00% | Reduce -42.6% | 15,476 | $771K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,292 | $762K |
| New World Advisors LLC | 0.19% | New | 14,957 | $745K |
| Osaic Holdings, Inc. | 0.00% | Add +4914.9% | 14,142 | $704K |
| First National Bank of Omaha | 0.04% | Reduce -3.4% | 13,900 | $692K |
| Systematic Financial Management LP | 0.02% | New | 13,559 | $675K |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.1% | 12,762 | $636K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,500 | $622K |
| ProShare Advisors LLC | 0.00% | Add +54.2% | 12,444 | $620K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.5% | 11,725 | $584K |
| Susquehanna International Group, LLP | 0.00% | New | 11,701 | $583K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 10,724 | $534K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 10,106 | $503K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 10,037 | $500K |
| Lido Advisors, LLC | 0.00% | No change | 10,000 | $498K |
| Creative Planning | 0.00% | Add +31.3% | 9,979 | $497K |
| Pitcairn Co. | 0.03% | Reduce -14.4% | 9,861 | $491K |
| HSBC Holdings PLC | 0.00% | Add +11.0% | 9,491 | $475K |
| EntryPoint Capital, LLC | 0.27% | Add +696.7% | 9,457 | $471K |
| AQR Capital Management | 0.00% | New | 9,208 | $459K |
| Atria Investments, Inc | 0.01% | Reduce -4.6% | 9,108 | $454K |
| Commerce Bank | 0.00% | Reduce -3.1% | 8,925 | $444K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.4% | 8,576 | $427K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $420K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 8,372 | $417K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | New | 8,200 | $408K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.2% | 7,752 | $386K |
| Verdence Capital Advisors LLC | 0.03% | Add +5.6% | 7,530 | $375K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,500 | $374K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Reduce -97.3% | 7,000 | $349K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 6,924 | $345K |
| US Bancorp \de | 0.00% | Add +2.3% | 6,864 | $342K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.4% | 6,671 | $332K |
| Advisory Services Network, LLC | 0.01% | No change | 9,290 | $330K |
| TD Asset Management Inc | 0.00% | New | 6,400 | $321K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 6,270 | $312K |
| Blair William & Co. | 0.00% | New | 6,133 | $305K |
| Prudential Financial Inc. | 0.00% | Add +0.6% | 6,027 | $300K |
| Wedbush Securities Inc. | 0.01% | Reduce -35.0% | 5,531 | $275K |
| Red Door Wealth Management, LLC | 0.05% | New | 5,500 | $274K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -15.4% | 5,487 | $273K |
| Cetera Trust Company, N.A | 0.17% | No change | 5,445 | $271K |
| Caxton Associates LP | 0.01% | New | 5,429 | $270K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,289 | $263K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,160 | $257K |
| Moody National Bank Trust Division | 0.03% | Reduce -32.1% | 5,040 | $251K |
| Black Swift Group, LLC | 0.06% | New | 5,000 | $249K |
| Group One Trading LLC | 0.01% | New | 4,869 | $242K |
| Heritage Family Offices, LLP | 0.12% | New | 4,850 | $242K |
| Waverly Advisors, LLC | 0.00% | New | 4,757 | $237K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 4,548 | $226K |
| Core Wealth Advisors, Inc. | 0.07% | New | 4,509 | $225K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 4,464 | $222K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 4,414 | $220K |
| Xponance LLC | 0.00% | New | 4,365 | $217K |
| Mackenzie Financial Corp. | 0.00% | New | 4,311 | $215K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,940 | $206K |
| HighTower Advisors, LLC | 0.00% | New | 4,007 | $202K |
| State of Wyoming | 0.02% | Reduce -29.6% | 2,836 | $141K |
| Acadian Asset Management LLC | 0.00% | New | 2,624 | $130K |
| Aquatic Capital Management LLC | 0.00% | Reduce -53.1% | 2,300 | $115K |
| Amalgamated Bank | 0.00% | No change | 2,080 | $104K |
| STRS Ohio | 0.00% | New | 1,900 | $95K |
| KBC Group NV | 0.00% | No change | 1,792 | $89K |
| Continuum Advisory, LLC | 0.01% | Reduce -63.1% | 1,650 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,415 | $70K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.0% | 1,325 | $66K |
| Jones Financial Companies LLLP | 0.00% | Add +1052.6% | 1,095 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,033 | $51K |
| Assetmark, Inc. | 0.00% | No change | 970 | $48K |
| Quantbot Technologies LP | 0.00% | New | 968 | $48K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 850 | $42K |
| Signaturefd, LLC | 0.00% | Reduce -65.3% | 729 | $36K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 672 | $33K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 600 | $30K |
| Atwood & Palmer Inc. | 0.00% | Reduce -7.9% | 580 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.8% | 576 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $25K |
| UMB Bank, n.a. | 0.00% | Reduce -17.9% | 464 | $23K |
| Cwm, LLC | 0.00% | Add +26.7% | 242 | $12K |
| GAMMA Investing LLC | 0.00% | Add +63.8% | 226 | $11K |
| Blue Trust, Inc. | 0.00% | Add +444.2% | 283 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 177 | $9K |
| Private Trust Co. NA | 0.00% | No change | 175 | $9K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -39.2% | 160 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.4% | 144 | $7K |
| Johnson Financial Group, Inc. | 0.00% | New | 130 | $6K |
| Accent Capital Management, LLC | 0.00% | New | 100 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -97.5% | 100 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 89 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -1.1% | 88 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +18.9% | 88 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 87 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 81 | $4K |
| First Financial Corp. | 0.00% | No change | 75 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 68 | $3K |
| Rothschild Investment LLC | 0.00% | Add +140.0% | 60 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -16.4% | 56 | $3K |
| Allworth Financial LP | 0.00% | Add +93.8% | 31 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -6.1% | 31 | $2K |
| AlphaQuest LLC | 0.00% | New | 25 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 20 | $996 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 14 | $698 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 13 | $647 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 12 | $598 |
| GeoWealth Management, LLC | 0.00% | New | 6 | $299 |
| Huntington National Bank | 0.00% | No change | 1 | $50 |
| Covestor Ltd | 0.00% | Reduce -40.0% | 3 | $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.