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 |
| Susquehanna International Group, LLP | 0.00% | Add +146.8% | 28,881 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +82.1% | 28,420 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,198 | $1.1M |
| Red Door Wealth Management, LLC | 0.16% | Add +390.9% | 27,000 | $1.0M |
| Verition Fund Management LLC | 0.00% | New | 24,461 | $948K |
| Aquatic Capital Management LLC | 0.02% | Add +880.1% | 22,543 | $874K |
| Natixis Advisors, LLC | 0.00% | Reduce -26.4% | 22,272 | $863K |
| Henshaw Capital LLC | 0.03% | No change | 21,028 | $815K |
| Diversified Trust Co. | 0.02% | Reduce -19.3% | 20,336 | $788K |
| Voya Investment Management LLC | 0.00% | Reduce -7.8% | 19,818 | $768K |
| Arizona State Retirement System | 0.00% | Add +1.7% | 19,366 | $751K |
| ProShare Advisors LLC | 0.00% | Add +50.8% | 18,771 | $728K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.6% | 18,439 | $715K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +15.5% | 18,427 | $713K |
| New World Advisors LLC | 0.17% | Add +22.3% | 18,295 | $709K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $667K |
| Toth Financial Advisory Corp. | 0.08% | Add +4.8% | 16,785 | $651K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +0.1% | 16,710 | $648K |
| Handelsbanken Fonder AB | 0.00% | Add +17.6% | 14,700 | $570K |
| ExodusPoint Capital Management, LP | 0.01% | New | 14,023 | $544K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 14,020 | $543K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 13,460 | $522K |
| Advisory Services Network, LLC | 0.01% | Add +43.8% | 13,355 | $518K |
| Mariner, LLC | 0.00% | Add +31.8% | 13,229 | $513K |
| KLP Kapitalforvaltning As | 0.00% | — | 13,200 | $512K |
| First National Bank of Omaha | 0.03% | Reduce -8.9% | 12,666 | $491K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +67.2% | 12,540 | $486K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 12,325 | $478K |
| AQR Capital Management | 0.00% | Add +32.5% | 12,199 | $473K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.5% | 10,375 | $402K |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 10,234 | $397K |
| SG Americas Securities, LLC | 0.00% | Reduce -44.1% | 10,195 | $395K |
| Lido Advisors, LLC | 0.00% | Add +0.5% | 10,045 | $389K |
| Pitcairn Co. | 0.02% | Add +1.4% | 9,997 | $387K |
| Trust Point Inc. | 0.03% | Reduce -49.5% | 9,981 | $387K |
| Ameriprise Financial Inc. | 0.00% | New | 9,756 | $378K |
| Commerce Bank | 0.00% | Reduce -0.9% | 8,840 | $343K |
| Captrust Financial Advisors | 0.00% | Reduce -14.4% | 8,650 | $335K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,576 | $332K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $327K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 8,281 | $321K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 8,200 | $318K |
| Creative Planning | 0.00% | Reduce -18.9% | 8,097 | $314K |
| Brown Advisory Inc. | 0.00% | New | 7,665 | $297K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.4% | 7,640 | $296K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 7,000 | $271K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.5% | 6,973 | $270K |
| Altfest L J & Co. Inc. | 0.03% | Add +26.5% | 6,943 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 6,944 | $269K |
| US Bancorp \de | 0.00% | Add +0.3% | 6,887 | $267K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 6,270 | $243K |
| Cibc World Markets Corp. | 0.00% | New | 6,237 | $242K |
| Defined Financial Planning LLC | 0.24% | — | 5,915 | $229K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -26.4% | 5,541 | $215K |
| Cetera Trust Company, N.A | 0.14% | Add +0.5% | 5,470 | $212K |
| Prudential Financial Inc. | 0.00% | Reduce -23.7% | 4,600 | $202K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,160 | $200K |
| KBC Group NV | 0.00% | Add +83.0% | 3,279 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +281.8% | 2,199 | $85K |
| State of Wyoming | 0.01% | Reduce -25.0% | 2,126 | $82K |
| Amalgamated Bank | 0.00% | No change | 2,080 | $81K |
| Continuum Advisory, LLC | 0.01% | Add +17.8% | 1,944 | $75K |
| STRS Ohio | 0.00% | No change | 1,900 | $74K |
| Venturi Wealth Management, LLC | 0.00% | New | 1,700 | $66K |
| Johnson Financial Group, Inc. | 0.00% | Add +1075.4% | 1,528 | $63K |
| Parkside Financial Bank & Trust | 0.01% | Add +14.7% | 1,520 | $59K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,415 | $55K |
| Group One Trading LLC | 0.00% | Reduce -72.6% | 1,334 | $52K |
| Premier Fund Managers Ltd | 0.00% | Reduce -94.5% | 1,142 | $44K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,095 | $42K |
| Assetmark, Inc. | 0.00% | No change | 970 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.7% | 933 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 850 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +24.1% | 834 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.5% | 632 | $24K |
| Atwood & Palmer Inc. | 0.00% | No change | 580 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $19K |
| UMB Bank, n.a. | 0.00% | No change | 464 | $18K |
| J.Safra Asset Management Corp | 0.00% | New | 316 | $12K |
| Simplex Trading, LLC | 0.00% | New | 298 | $11K |
| Cwm, LLC | 0.00% | Add +4.5% | 253 | $10K |
| TCTC Holdings, LLC | 0.00% | New | 189 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -20.8% | 179 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 177 | $7K |
| Private Trust Co. NA | 0.00% | No change | 175 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 144 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -86.0% | 102 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -13.8% | 75 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 88 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 81 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -53.8% | 74 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.9% | 74 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.0% | 72 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 68 | $3K |
| Arax Advisory Partners | 0.00% | No change | 56 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -8.3% | 55 | $2K |
| Quarry LP | 0.00% | New | 41 | $2K |
| Allworth Financial LP | 0.00% | Add +12.9% | 35 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 36 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +3.2% | 32 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 24 | $930 |
| Amundi | 0.00% | New | 20 | $729 |
| Smartleaf Asset Management LLC | 0.00% | New | 18 | $690 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +23.1% | 16 | $620 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 14 | $538 |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $426 |
| Huntington National Bank | 0.00% | No change | 1 | $39 |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $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.