Baldwin Insurance Group Inc./BWIN
13F holders, Q4 2024 (December 31)208holders −11
21new positions
38sold out
6famous investors
$38.77avg. 13F price*
At the end of Q4 2024, 208 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, down 11 from Q3 2024. 21 opened new positions and 38 sold out. The largest holders were FMR LLC ($325.5M), Vanguard Group Inc. ($255.3M) and BlackRock, Inc. ($198.0M). 6 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q4 2024)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $121.3M |
| Exits | 38 | $103.4M |
All 13F filers, Q3 2024 → Q4 2024: 9,175,112 shares bought and 6,733,912 shares sold, net +2,441,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| FMR LLC | 0.02% | Reduce -15.3% | 8,398,745 | $325.5M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 6,587,486 | $255.3M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 5,109,518 | $198.0M |
| William Blair Investment Management, LLC | 0.46% | Add +81.1% | 4,907,589 | $190.2M |
| Baron Capital (BAMCO) | 0.30% | No change | 3,010,000 | $116.7M |
| Capital International Investors | 0.02% | Add +9.0% | 2,555,208 | $99.0M |
| Macquarie Group Ltd. | 0.11% | Reduce -5.1% | 2,445,875 | $94.8M |
| Capital Research Global Investors | 0.02% | New | 2,259,342 | $87.6M |
| State Street Corp. | 0.00% | Add +6.4% | 2,082,013 | $80.7M |
| Champlain Investment Partners, LLC | 0.49% | Reduce -21.7% | 2,005,171 | $77.7M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +125.7% | 1,993,871 | $77.3M |
| Westwood Holdings Group Inc. | 0.60% | Add +17.8% | 1,990,818 | $77.2M |
| JPMorgan Chase & Co. | 0.01% | Add +35.5% | 1,673,944 | $64.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 1,562,735 | $60.6M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -10.7% | 1,141,544 | $44.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.7% | 1,127,200 | $43.7M |
| Bank of New York Mellon Corp | 0.01% | Add +9.7% | 956,935 | $37.1M |
| Royal Bank of Canada | 0.01% | Reduce -13.1% | 875,256 | $33.9M |
| Emerald Advisers, LLC | 1.30% | Reduce -1.9% | 867,072 | $33.6M |
| Westfield Capital Management Co. LP | 0.14% | Add +18.0% | 847,494 | $32.8M |
| Northern Trust Corp. | 0.00% | Add +7.3% | 791,507 | $30.7M |
| Bank of America Corp. | 0.00% | Add +6.6% | 726,798 | $28.2M |
| Venator Management LLC | 8.07% | Reduce -0.2% | 722,570 | $28.0M |
| GW&K Investment Management, LLC | 0.21% | Reduce -2.1% | 644,574 | $25.0M |
| Janus Henderson Group PLC | 0.01% | Add +7.1% | 571,058 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 557,877 | $21.6M |
| Boston Partners | 0.03% | Add +6.3% | 525,965 | $20.7M |
| Aristotle Capital Boston, LLC | 0.75% | Reduce -58.9% | 521,256 | $20.2M |
| Emerald Mutual Fund Advisers Trust | 1.21% | Reduce -21.2% | 514,838 | $20.0M |
| Tributary Capital Management, LLC | 1.42% | Reduce -0.2% | 471,809 | $18.3M |
| Confluence Investment Management LLC | 0.23% | Reduce -1.5% | 432,066 | $16.7M |
| Balyasny Asset Management L.P. | 0.04% | Add +102.3% | 420,168 | $16.3M |
| Peregrine Capital Management LLC | 0.48% | Reduce -20.3% | 416,576 | $16.1M |
| State of Wisconsin Investment Board | 0.04% | Add +9.2% | 369,122 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.6% | 366,543 | $14.2M |
| Kennedy Capital Management LLC | 0.30% | Reduce -17.5% | 352,621 | $13.7M |
| Sei Investments Co. | 0.02% | Reduce -34.3% | 331,957 | $12.9M |
| Point72 Asset Management | 0.03% | New | 317,273 | $12.3M |
| Granite Investment Partners, LLC | 0.50% | Reduce -2.2% | 297,367 | $11.5M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 290,634 | $11.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -53.3% | 267,836 | $10.4M |
| UBS Group AG | 0.00% | Add +78.3% | 266,643 | $10.3M |
| Kornitzer Capital Management Inc. | 0.18% | Reduce -9.4% | 240,539 | $9.3M |
| Aberdeen Group plc | 0.02% | New | 239,000 | $9.3M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.1% | 184,940 | $7.2M |
| MAI Capital Management | 0.05% | Add +40.7% | 179,661 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +22.5% | 177,875 | $6.9M |
| Swiss National Bank | 0.00% | Add +1.6% | 131,200 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.6% | 129,883 | $5.0M |
| Otter Creek Advisors, LLC | 3.41% | Reduce -7.6% | 127,753 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 126,933 | $4.9M |
| First Trust Advisors LP | 0.00% | Reduce -10.9% | 122,727 | $4.8M |
| Barclays PLC | 0.00% | Add +9.7% | 119,682 | $4.6M |
| Pathway Financial Advisors LLC | 1.03% | No change | 115,289 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 108,824 | $4.2M |
| Freestone Grove Partners LP | 0.05% | — | 101,376 | $3.9M |
| D. E. Shaw & Co. | 0.00% | New | 99,562 | $3.9M |
| Rhumbline Advisers | 0.00% | Add +2.6% | 89,682 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +18.2% | 86,512 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +15.3% | 82,208 | $3.2M |
| Madison Asset Management, LLC | 0.04% | Add +10.0% | 81,541 | $3.2M |
| Madison Investment Advisors, LLC | 0.04% | — | 81,541 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +9.3% | 75,784 | $2.9M |
| Legal & General Group Plc | 0.00% | Add +5.0% | 72,093 | $2.8M |
| LPL Financial LLC | 0.00% | Add +20.7% | 67,046 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +118.8% | 68,223 | $2.6M |
| HB Wealth Management, LLC | 0.03% | No change | 63,667 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.2% | 62,922 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 62,408 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -57.2% | 62,267 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -18.3% | 59,859 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +49.9% | 59,381 | $2.3M |
| Comerica Bank | 0.01% | Add +5.3% | 59,349 | $2.3M |
| Citigroup Inc. | 0.00% | Add +19.4% | 56,732 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 55,831 | $2.2M |
| Millennium Management | 0.00% | New | 53,980 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -31.6% | 53,881 | $2.1M |
| Squarepoint Ops LLC | 0.01% | Add +208.7% | 53,700 | $2.1M |
| Zions Bancorporation, N.A. | 0.13% | Add +19.7% | 52,983 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +1.4% | 51,607 | $2.0M |
| Oliver Luxxe Assets LLC | 0.36% | No change | 39,960 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -84.6% | 49,373 | $1.9M |
| New York State Common Retirement Fund | 0.00% | No change | 49,247 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.9% | 47,471 | $1.8M |
| Renaissance Technologies | 0.00% | Add +14.2% | 46,600 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 46,463 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 40,177 | $1.6M |
| TD Asset Management Inc | 0.00% | Add +524.3% | 39,954 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.0% | 39,456 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 39,021 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.0% | 37,857 | $1.5M |
| Quantbot Technologies LP | 0.05% | Add +3733.8% | 37,111 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 35,507 | $1.4M |
| Corient Private Wealth LP | 0.00% | New | 35,448 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | Add +29.0% | 34,683 | $1.3M |
| Select Equity Group, L.P. | 0.01% | Reduce -36.9% | 33,741 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.9% | 33,138 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -18.4% | 31,580 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce 0.0% | 31,033 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | No change | 30,780 | $1.2M |
"% of holder's portfolio" is BWIN's weight in each manager's 13F, not the share of Baldwin Insurance Group Inc./ the manager owns.