Baldwin Insurance Group Inc./BWIN
13F holders, Q2 2025 (June 30)226holders +5
31new positions
26sold out
4famous investors
$42.80avg. 13F price*
At the end of Q2 2025, 226 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 5 from Q1 2025. 31 opened new positions and 26 sold out. The largest holders were FMR LLC ($349.1M), Vanguard Group Inc. ($283.6M) and William Blair Investment Management, LLC ($231.3M). 4 famous investors held it, including Ron Baron (0.3% 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 (Q2 2025)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $82.0M |
| Exits | 26 | $45.0M |
All 13F filers, Q1 2025 → Q2 2025: 7,360,578 shares bought and 3,167,207 shares sold, net +4,193,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| FMR LLC | 0.02% | Reduce -5.6% | 8,153,709 | $349.1M |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 6,625,785 | $283.6M |
| William Blair Investment Management, LLC | 0.61% | Reduce -2.9% | 5,402,750 | $231.3M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 5,184,604 | $222.0M |
| Capital Research Global Investors | 0.04% | Add +77.3% | 4,513,250 | $193.2M |
| Champlain Investment Partners, LLC | 0.97% | Add +23.0% | 3,256,446 | $139.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +0.1% | 3,236,265 | $138.5M |
| Capital International Investors | 0.02% | Add +23.1% | 3,145,429 | $134.7M |
| Baron Capital (BAMCO) | 0.35% | No change | 3,010,000 | $128.9M |
| Macquarie Group Ltd. | 0.13% | Add +1.2% | 2,532,401 | $108.4M |
| State Street Corp. | 0.00% | Reduce -1.1% | 2,084,751 | $89.2M |
| Westwood Holdings Group Inc. | 0.60% | Add +8.0% | 1,920,530 | $82.2M |
| Geode Capital Management, LLC | 0.01% | Add +4.9% | 1,695,758 | $72.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.2% | 1,355,916 | $58.0M |
| Westfield Capital Management Co. LP | 0.22% | Add +13.8% | 1,225,948 | $52.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 1,096,679 | $46.9M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -2.4% | 1,091,493 | $46.7M |
| Capital World Investors | 0.01% | New | 1,009,949 | $43.2M |
| Royal Bank of Canada | 0.01% | Add +20.5% | 992,997 | $42.5M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 866,083 | $37.1M |
| Janus Henderson Group PLC | 0.02% | Add +4.6% | 809,947 | $34.7M |
| Emerald Advisers, LLC | 1.27% | Add +8.3% | 806,290 | $34.5M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 780,177 | $33.4M |
| Fiera Capital Corp | 0.11% | New | 778,940 | $33.3M |
| Venator Management LLC | 8.56% | Add +2.5% | 773,695 | $33.1M |
| Bank of America Corp. | 0.00% | Add +6.4% | 686,728 | $29.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.8% | 586,904 | $25.1M |
| GW&K Investment Management, LLC | 0.22% | Reduce -8.2% | 573,524 | $24.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.7% | 525,407 | $22.5M |
| Invesco Ltd. | 0.00% | Reduce -12.7% | 486,350 | $20.8M |
| Emerald Mutual Fund Advisers Trust | 1.23% | Add +4.0% | 472,351 | $20.2M |
| Aristotle Capital Boston, LLC | 0.93% | Add +1.0% | 427,025 | $18.3M |
| Tributary Capital Management, LLC | 1.61% | Reduce -7.0% | 423,605 | $18.1M |
| Confluence Investment Management LLC | 0.25% | Reduce -2.3% | 413,228 | $17.7M |
| State of Wisconsin Investment Board | 0.04% | Add +0.2% | 366,862 | $15.7M |
| Fenimore Asset Management Inc | 0.30% | Add +3.1% | 351,403 | $15.0M |
| Granite Investment Partners, LLC | 0.72% | Add +22.0% | 345,079 | $14.8M |
| UBS Group AG | 0.00% | Reduce -10.1% | 321,012 | $13.7M |
| Peregrine Capital Management LLC | 0.40% | Reduce -27.6% | 311,148 | $13.3M |
| Tidal Investments LLC | 0.09% | Add +6.3% | 306,442 | $13.1M |
| Kennedy Capital Management LLC | 0.31% | Reduce -5.0% | 299,553 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +50.1% | 284,668 | $12.2M |
| Sei Investments Co. | 0.01% | Add +14.5% | 276,309 | $11.8M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 275,359 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.6% | 271,030 | $11.6M |
| Corient Private Wealth LP | 0.02% | No change | 269,848 | $11.6M |
| New York State Common Retirement Fund | 0.01% | Add +422.6% | 257,384 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Add +13.7% | 249,216 | $10.7M |
| Select Equity Group, L.P. | 0.04% | Add +50.7% | 242,910 | $10.4M |
| Nuveen, LLC | 0.00% | Reduce -10.4% | 241,301 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +84.0% | 201,557 | $8.6M |
| Nicholas Company, Inc. | 0.13% | No change | 185,025 | $7.9M |
| Kornitzer Capital Management Inc. | 0.16% | Reduce -25.4% | 179,519 | $7.7M |
| MAI Capital Management | 0.05% | No change | 175,582 | $7.5M |
| Summit Creek Advisors LLC | 1.04% | Reduce -4.1% | 173,747 | $7.4M |
| American Century Companies Inc. | 0.00% | Reduce -64.8% | 158,763 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +102.8% | 156,698 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +50.5% | 164,778 | $6.7M |
| Barclays PLC | 0.00% | Add +31.1% | 149,890 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Add +2.2% | 148,863 | $6.4M |
| Pathway Financial Advisors LLC | 0.88% | No change | 140,753 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 130,200 | $5.6M |
| Madison Asset Management, LLC | 0.06% | Add +35.2% | 125,782 | $5.4M |
| Verition Fund Management LLC | 0.03% | Add +785.8% | 118,407 | $5.1M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +14.3% | 111,765 | $4.8M |
| Otter Creek Advisors, LLC | 3.41% | Add +138.9% | 106,231 | $4.5M |
| Millennium Management | 0.00% | Reduce -59.2% | 103,906 | $4.4M |
| Rhumbline Advisers | 0.00% | Add +9.9% | 102,355 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +51.5% | 95,983 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1.8% | 87,856 | $3.8M |
| HB Wealth Management, LLC | 0.03% | Reduce -0.1% | 84,114 | $3.6M |
| Aubrey Capital Management Ltd | 1.28% | Add +96.0% | 82,300 | $3.5M |
| Alliancebernstein L.P. | 0.00% | No change | 82,119 | $3.5M |
| LPL Financial LLC | 0.00% | Add +7.2% | 78,908 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +6.9% | 78,479 | $3.4M |
| Comerica Bank | 0.01% | Reduce -2.3% | 77,279 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +10.8% | 68,636 | $2.9M |
| TD Asset Management Inc | 0.00% | Reduce -0.1% | 68,002 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +9.5% | 62,011 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +0.9% | 61,912 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.4% | 61,497 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.5% | 58,713 | $2.5M |
| Smith Chas P & Associates Pa Cpas | 0.14% | Reduce -17.4% | 57,260 | $2.5M |
| Zions Bancorporation, National Association | 0.13% | Reduce -0.5% | 55,996 | $2.4M |
| Sapient Capital LLC | 0.04% | No change | 50,000 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.4% | 49,434 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 49,315 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +6.1% | 41,947 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -2.9% | 41,805 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.1% | 38,537 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.13% | Reduce -28.9% | 37,579 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.4% | 37,539 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.0% | 36,719 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.2% | 36,536 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Add +4.2% | 36,212 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -39.4% | 32,151 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +14.9% | 31,651 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 31,036 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.18% | No change | 30,780 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +2828.3% | 28,404 | $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.