Baldwin Insurance Group Inc./BWIN
13F holders, Q1 2025 (March 31)221holders +13
37new positions
21sold out
4famous investors
$44.69avg. 13F price*
At the end of Q1 2025, 221 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 13 from Q4 2024. 37 opened new positions and 21 sold out. The largest holders were FMR LLC ($386.0M), Vanguard Group Inc. ($292.4M) and William Blair Investment Management, LLC ($248.6M). 4 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q1 2025)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $62.8M |
| Exits | 21 | $44.6M |
All 13F filers, Q4 2024 → Q1 2025: 7,554,157 shares bought and 2,707,350 shares sold, net +4,846,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| FMR LLC | 0.02% | Add +2.8% | 8,636,575 | $386.0M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 6,543,104 | $292.4M |
| William Blair Investment Management, LLC | 0.70% | Add +13.3% | 5,562,470 | $248.6M |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 5,063,314 | $226.3M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +62.1% | 3,232,521 | $144.5M |
| Baron Capital (BAMCO) | 0.40% | No change | 3,010,000 | $134.5M |
| Champlain Investment Partners, LLC | 0.86% | Add +32.0% | 2,647,275 | $118.3M |
| Capital International Investors | 0.02% | No change | 2,555,208 | $114.2M |
| Capital Research Global Investors | 0.02% | Add +12.7% | 2,546,269 | $113.8M |
| Macquarie Group Ltd. | 0.14% | Add +2.3% | 2,502,233 | $111.8M |
| State Street Corp. | 0.00% | Add +1.2% | 2,107,703 | $94.2M |
| Westwood Holdings Group Inc. | 0.61% | Reduce -10.7% | 1,778,024 | $79.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 1,615,889 | $72.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.7% | 1,562,468 | $69.8M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.1% | 1,117,939 | $50.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.6% | 1,109,066 | $49.6M |
| Westfield Capital Management Co. LP | 0.23% | Add +27.1% | 1,076,847 | $48.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.5% | 836,946 | $37.4M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 823,871 | $36.8M |
| Janus Henderson Group PLC | 0.02% | Add +35.6% | 774,652 | $34.9M |
| Northern Trust Corp. | 0.01% | Reduce -3.4% | 764,707 | $34.2M |
| Venator Management LLC | 10.06% | Add +4.5% | 754,845 | $33.7M |
| Emerald Advisers, LLC | 1.50% | Reduce -14.1% | 744,621 | $33.3M |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 645,425 | $28.8M |
| GW&K Investment Management, LLC | 0.26% | Reduce -3.1% | 624,600 | $27.9M |
| Boston Partners | 0.03% | Add +14.3% | 600,974 | $26.5M |
| Invesco Ltd. | 0.00% | Add +794.2% | 556,775 | $24.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 549,468 | $24.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +315.6% | 539,848 | $24.1M |
| Tributary Capital Management, LLC | 1.78% | Reduce -3.5% | 455,524 | $20.4M |
| Emerald Mutual Fund Advisers Trust | 1.49% | Reduce -11.8% | 454,140 | $20.3M |
| American Century Companies Inc. | 0.01% | Add +561.6% | 451,360 | $20.2M |
| Peregrine Capital Management LLC | 0.64% | Add +3.1% | 429,484 | $19.2M |
| Confluence Investment Management LLC | 0.27% | Reduce -2.1% | 423,042 | $18.9M |
| Aristotle Capital Boston, LLC | 0.94% | Reduce -18.9% | 422,870 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 379,601 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.8% | 366,246 | $16.4M |
| UBS Group AG | 0.00% | Add +34.0% | 357,224 | $16.0M |
| Fenimore Asset Management Inc | 0.32% | New | 340,727 | $15.2M |
| Kennedy Capital Management LLC | 0.34% | Reduce -10.6% | 315,209 | $14.1M |
| Tidal Investments LLC | 0.11% | New | 288,322 | $12.9M |
| Granite Investment Partners, LLC | 0.64% | Reduce -4.9% | 282,906 | $12.6M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 276,143 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +661.3% | 269,848 | $12.1M |
| Nuveen, LLC | 0.00% | — | 269,224 | $12.0M |
| Millennium Management | 0.01% | Add +371.9% | 254,734 | $11.4M |
| Sei Investments Co. | 0.01% | Reduce -27.3% | 241,252 | $10.8M |
| Aberdeen Group plc | 0.02% | Add +0.6% | 240,540 | $10.7M |
| Kornitzer Capital Management Inc. | 0.22% | No change | 240,539 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +120.2% | 219,229 | $9.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.6% | 189,643 | $8.5M |
| Nicholas Company, Inc. | 0.14% | Add +0.1% | 185,025 | $8.3M |
| Summit Creek Advisors LLC | 1.18% | New | 181,142 | $8.1M |
| MAI Capital Management | 0.06% | Reduce -2.3% | 175,582 | $7.8M |
| Select Equity Group, L.P. | 0.03% | Add +377.8% | 161,226 | $7.2M |
| Neuberger Berman Group LLC | 0.01% | New | 145,687 | $6.5M |
| Pathway Financial Advisors LLC | 1.13% | Add +22.1% | 140,753 | $6.3M |
| Swiss National Bank | 0.00% | No change | 131,200 | $5.9M |
| Barclays PLC | 0.00% | Reduce -4.5% | 114,288 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 109,566 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.8% | 109,452 | $4.9M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +89.5% | 97,778 | $4.4M |
| Rhumbline Advisers | 0.00% | Add +3.9% | 93,160 | $4.2M |
| Madison Asset Management, LLC | 0.05% | Add +14.1% | 93,024 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +198.8% | 86,291 | $3.9M |
| HB Wealth Management, LLC | 0.03% | Add +32.2% | 84,155 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 82,119 | $3.7M |
| Comerica Bank | 0.01% | Add +33.3% | 79,111 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 77,250 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 73,404 | $3.3M |
| Lighthouse Investment Partners, LLC | 0.14% | New | 70,140 | $3.1M |
| Smith Chas P & Associates Pa Cpas | 0.18% | New | 69,340 | $3.1M |
| LPL Financial LLC | 0.00% | Add +9.8% | 73,629 | $3.1M |
| TD Asset Management Inc | 0.00% | Add +70.5% | 68,100 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -48.4% | 63,354 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Add +4.3% | 62,405 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.5% | 61,975 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 61,357 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 58,367 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +48.8% | 58,078 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -34.5% | 56,643 | $2.5M |
| Zions Bancorporation, National Association | 0.16% | — | 56,260 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -9.2% | 53,901 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.6% | 53,143 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -6.5% | 53,048 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.22% | Reduce -1.9% | 52,854 | $2.4M |
| Sapient Capital LLC | 0.04% | New | 50,000 | $2.2M |
| New York State Common Retirement Fund | 0.00% | No change | 49,247 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.7% | 49,224 | $2.2M |
| Otter Creek Advisors, LLC | 1.39% | Reduce -65.2% | 44,473 | $2.0M |
| Bessemer Group Inc. | 0.00% | Add +36.4% | 43,065 | $1.9M |
| Aubrey Capital Management Ltd | 0.75% | New | 42,000 | $1.9M |
| HighTower Advisors, LLC | 0.00% | New | 41,609 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.1% | 40,166 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 39,530 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.5% | 37,088 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Add +0.3% | 34,769 | $1.6M |
| Franklin Resources Inc. | 0.00% | New | 34,006 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.2% | 33,057 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +70.5% | 31,439 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 31,033 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.22% | No change | 30,780 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -0.3% | 28,324 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +35.4% | 27,542 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,198 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Add +20.4% | 27,132 | $1.2M |
| Red Door Wealth Management, LLC | 0.18% | No change | 27,000 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +3.7% | 23,106 | $1.0M |
| Henshaw Capital LLC | 0.04% | No change | 21,028 | $940K |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 19,354 | $865K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 18,427 | $826K |
| Voya Investment Management LLC | 0.00% | Reduce -8.3% | 18,169 | $812K |
| Washington Trust Bank | 0.08% | New | 17,377 | $777K |
| Toth Financial Advisory Corp. | 0.09% | Add +3.3% | 17,335 | $775K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $769K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +0.0% | 16,713 | $747K |
| Cibc World Markets Corp. | 0.01% | Add +140.1% | 14,973 | $669K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,700 | $657K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.8% | 14,690 | $656K |
| ProShare Advisors LLC | 0.00% | Reduce -22.2% | 14,609 | $653K |
| Verition Fund Management LLC | 0.00% | Reduce -45.4% | 13,368 | $597K |
| Quantbot Technologies LP | 0.02% | Reduce -64.0% | 13,340 | $596K |
| Two Sigma Investments, LP | 0.00% | Reduce -66.2% | 13,331 | $596K |
| KLP Kapitalforvaltning As | 0.00% | No change | 13,200 | $590K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.9% | 13,102 | $586K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.7% | 13,025 | $582K |
| First National Bank of Omaha | 0.04% | Add +0.1% | 12,682 | $567K |
| NewEdge Advisors, LLC | 0.00% | Add +6.8% | 11,075 | $495K |
| AQR Capital Management | 0.00% | Reduce -11.8% | 10,760 | $481K |
| Lido Advisors, LLC | 0.00% | Add +0.5% | 10,096 | $451K |
| Pitcairn Co. | 0.03% | Add +0.4% | 10,033 | $448K |
| Teacher Retirement System of Texas | 0.00% | New | 9,871 | $441K |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 9,807 | $438K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.8% | 9,502 | $425K |
| Creative Planning | 0.00% | Add +16.9% | 9,464 | $423K |
| Mariner, LLC | 0.00% | Reduce -28.6% | 9,443 | $422K |
| Commerce Bank | 0.00% | Reduce -0.9% | 8,762 | $392K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $377K |
| Stifel Financial Corp. | 0.00% | New | 8,268 | $369K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 8,200 | $366K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.0% | 8,117 | $363K |
| Captrust Financial Advisors | 0.00% | Reduce -10.4% | 7,746 | $346K |
| US Bancorp \de | 0.00% | Add +6.5% | 7,337 | $328K |
| Verdence Capital Advisors LLC | 0.03% | Add +32.2% | 7,326 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,973 | $312K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 6,939 | $310K |
| Truist Financial Corp. | 0.00% | Reduce -34.8% | 6,677 | $298K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 6,270 | $280K |
| Defined Financial Planning LLC | 0.26% | No change | 5,915 | $260K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.7% | 5,751 | $257K |
| Holocene Advisors, LP | 0.00% | New | 5,568 | $249K |
| Moody National Bank Trust Division | 0.03% | New | 5,480 | $245K |
| Cetera Trust Company, N.A | 0.16% | No change | 5,470 | $244K |
| Heritage Family Offices, LLP | 0.12% | New | 5,446 | $243K |
| Brown Miller Wealth Management, LLC | 0.08% | New | 5,281 | $236K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,160 | $231K |
| Xponance LLC | 0.00% | New | 5,023 | $224K |
| Prudential Financial Inc. | 0.00% | Add +9.1% | 5,020 | $221K |
| EntryPoint Capital, LLC | 0.10% | New | 4,796 | $214K |
| Waverly Advisors, LLC | 0.00% | New | 4,757 | $213K |
| Core Wealth Advisors, Inc. | 0.06% | New | 4,510 | $202K |
| XTX Topco Ltd | 0.01% | New | 4,502 | $201K |
| State of Wyoming | 0.02% | Add +74.8% | 3,716 | $166K |
| KBC Group NV | 0.00% | Add +12.1% | 3,675 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13.6% | 2,499 | $112K |
| Osaic Holdings, Inc. | 0.00% | Add +272.8% | 2,356 | $105K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -95.0% | 2,319 | $104K |
| Amalgamated Bank | 0.00% | Add +11.0% | 2,308 | $103K |
| Parkside Financial Bank & Trust | 0.01% | Add +17.0% | 1,778 | $79K |
| STRS Ohio | 0.00% | Reduce -15.8% | 1,600 | $72K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -1.2% | 1,510 | $67K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,415 | $63K |
| Jones Financial Companies LLLP | 0.00% | Add +27.4% | 1,395 | $63K |
| Continuum Advisory, LLC | 0.01% | Reduce -27.9% | 1,401 | $63K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,204 | $54K |
| Elevation Wealth Partners, LLC | 0.02% | Add +19.3% | 995 | $44K |
| Assetmark, Inc. | 0.00% | No change | 970 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 850 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.9% | 841 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | New | 783 | $30K |
| Atwood & Palmer Inc. | 0.00% | No change | 580 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $22K |
| Signaturefd, LLC | 0.00% | Add +351.0% | 460 | $21K |
| J.Safra Asset Management Corp | 0.00% | Add +35.8% | 429 | $19K |
| TCTC Holdings, LLC | 0.00% | Add +116.9% | 410 | $18K |
| GAMMA Investing LLC | 0.00% | Add +127.4% | 407 | $18K |
| UMB Bank, n.a. | 0.00% | Reduce -20.3% | 370 | $17K |
| Quadrant Capital Group LLC | 0.00% | Add +78.0% | 315 | $14K |
| Group One Trading LLC | 0.00% | Reduce -76.9% | 308 | $14K |
| Cwm, LLC | 0.00% | Add +12.7% | 285 | $13K |
| Optiver Holding B.V. | 0.00% | New | 253 | $11K |
| Mather Group, Llc. | 0.00% | New | 210 | $9K |
| Rise Advisors, LLC | 0.00% | New | 203 | $9K |
| Private Trust Co. NA | 0.00% | No change | 175 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.9% | 124 | $6K |
| Rothschild Investment LLC | 0.00% | Add +118.2% | 120 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 75 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +19.8% | 97 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +250.0% | 84 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 88 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 73 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +4.4% | 71 | $3K |
| Amundi | 0.00% | Add +145.0% | 49 | $2K |
| Brooklyn Investment Group | 0.00% | New | 46 | $2K |
| Allworth Financial LP | 0.00% | Reduce -11.4% | 31 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -53.6% | 26 | $1K |
| SVB Wealth LLC | 0.00% | New | 23 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $894 |
| HWG Holdings LP | 0.00% | New | 19 | $849 |
| Smartleaf Asset Management LLC | 0.00% | No change | 18 | $811 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +12.5% | 18 | $804 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 14 | $626 |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $492 |
| JFS Wealth Advisors, LLC | 0.00% | New | 9 | $403 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $179 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $90 |
| Huntington National Bank | 0.00% | No change | 1 | $45 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.2% | 1 | $45 |
| Hemington Wealth Management | 0.00% | New | 5 | $0 |
| Covestor Ltd | 0.00% | No change | 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.