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 |
| Intech Investment Management LLC | 0.01% | Reduce -2.5% | 27,610 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,198 | $1.2M |
| Red Door Wealth Management, LLC | 0.14% | No change | 27,000 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +2.7% | 23,722 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +183.3% | 23,424 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 22,455 | $961K |
| Henshaw Capital LLC | 0.04% | No change | 21,028 | $900K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +11.0% | 20,452 | $877K |
| Holocene Advisors, LP | 0.00% | Add +265.7% | 20,362 | $872K |
| Arizona State Retirement System | 0.00% | Add +2.6% | 19,860 | $850K |
| Voya Investment Management LLC | 0.00% | Add +5.8% | 19,219 | $823K |
| Washington Trust Bank | 0.07% | Add +8.4% | 18,839 | $806K |
| WINTON GROUP Ltd | 0.04% | New | 17,908 | $767K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $736K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -0.1% | 16,701 | $715K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.5% | 15,943 | $683K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,700 | $629K |
| KLP Kapitalforvaltning As | 0.00% | Add +10.6% | 14,600 | $625K |
| ProShare Advisors LLC | 0.00% | Reduce -1.3% | 14,419 | $617K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.9% | 13,529 | $579K |
| Quadrant Private Wealth Management, LLC | 0.11% | New | 12,870 | $551K |
| Advisory Services Network, LLC | 0.01% | Add +9.8% | 14,379 | $530K |
| First National Bank of Omaha | 0.03% | Reduce -2.4% | 12,372 | $530K |
| Mariner, LLC | 0.00% | Add +26.1% | 11,905 | $510K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,075 | $474K |
| Teacher Retirement System of Texas | 0.00% | Add +4.8% | 10,341 | $443K |
| Lido Advisors, LLC | 0.00% | No change | 10,096 | $432K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +284.6% | 9,610 | $411K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.4% | 9,368 | $401K |
| AQR Capital Management | 0.00% | Reduce -13.9% | 9,263 | $397K |
| Prudential Financial Inc. | 0.00% | Add +79.6% | 9,015 | $391K |
| Commerce Bank | 0.00% | No change | 8,762 | $375K |
| Cibc World Markets Corp. | 0.00% | Reduce -42.1% | 8,663 | $371K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 8,577 | $367K |
| Panagora Asset Management Inc. | 0.00% | New | 8,464 | $362K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $361K |
| Pitcairn Co. | 0.02% | Reduce -16.3% | 8,401 | $360K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 8,200 | $351K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 8,054 | $345K |
| Raymond James Financial Inc. | 0.00% | Reduce -86.3% | 7,934 | $340K |
| Verdence Capital Advisors LLC | 0.02% | Add +8.1% | 7,921 | $339K |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 7,916 | $339K |
| Quantbot Technologies LP | 0.01% | Reduce -40.7% | 7,905 | $338K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | New | 7,643 | $327K |
| Creative Planning | 0.00% | Reduce -19.9% | 7,583 | $325K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.0% | 7,179 | $307K |
| Two Sigma Investments, LP | 0.00% | Reduce -48.4% | 6,875 | $294K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,806 | $291K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 6,457 | $276K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 6,270 | $268K |
| Truist Financial Corp. | 0.00% | Reduce -6.5% | 6,243 | $267K |
| US Bancorp \de | 0.00% | Reduce -17.5% | 6,055 | $259K |
| Cetera Trust Company, N.A | 0.15% | Add +10.2% | 6,025 | $258K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 5,779 | $247K |
| Heritage Family Offices, LLP | 0.12% | No change | 5,446 | $246K |
| Moody National Bank Trust Division | 0.02% | Add +3.5% | 5,673 | $243K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.3% | 5,444 | $233K |
| Xponance LLC | 0.00% | Add +8.2% | 5,437 | $233K |
| MML Investors Services, LLC | 0.00% | New | 5,368 | $230K |
| Park Avenue Securities LLC | 0.00% | New | 5,302 | $227K |
| Brown Miller Wealth Management, LLC | 0.07% | Reduce -1.0% | 5,226 | $224K |
| Bank of Montreal | 0.00% | New | 5,202 | $223K |
| Jefferies Financial Group Inc. | 0.00% | New | 5,187 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,160 | $221K |
| Principal Financial Group Inc. | 0.00% | Reduce -92.0% | 5,000 | $214K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 4,998 | $214K |
| Cetera Investment Advisers | 0.00% | New | 4,951 | $212K |
| Core Wealth Advisors, Inc. | 0.06% | Add +9.0% | 4,915 | $210K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 4,763 | $204K |
| IFP Advisors, Inc | 0.00% | Add +3664.0% | 2,823 | $128K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -84.3% | 2,715 | $116K |
| STRS Ohio | 0.00% | Add +56.3% | 2,500 | $107K |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 2,421 | $104K |
| Amalgamated Bank | 0.00% | No change | 2,308 | $99K |
| KBC Group NV | 0.00% | Reduce -42.6% | 2,111 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Add +29.6% | 1,834 | $79K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,344 | $58K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.8% | 1,300 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +17.3% | 1,167 | $50K |
| Aquatic Capital Management LLC | 0.00% | Reduce -96.4% | 975 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 841 | $35K |
| Clearstead Advisors, LLC | 0.00% | New | 790 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 783 | $34K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 752 | $32K |
| MTM Investment Management, LLC | 0.01% | New | 700 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -22.5% | 659 | $28K |
| Atwood & Palmer Inc. | 0.00% | Reduce -3.6% | 559 | $24K |
| AlphaQuest LLC | 0.00% | New | 559 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $21K |
| UMB Bank, n.a. | 0.00% | No change | 370 | $16K |
| Brooklyn Investment Group | 0.00% | Add +684.8% | 361 | $15K |
| GAMMA Investing LLC | 0.00% | Reduce -25.1% | 305 | $13K |
| J.Safra Asset Management Corp | 0.00% | Reduce -31.0% | 296 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +220.2% | 269 | $12K |
| Optiver Holding B.V. | 0.00% | Add +0.4% | 254 | $11K |
| Cwm, LLC | 0.00% | Reduce -15.1% | 242 | $10K |
| Principal Securities, Inc. | 0.00% | Add +145.4% | 216 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 203 | $9K |
| Private Trust Co. NA | 0.00% | No change | 175 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +139.4% | 170 | $7K |
| Group One Trading LLC | 0.00% | Reduce -51.6% | 149 | $6K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 140 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 124 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -94.1% | 105 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 75 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +316.7% | 75 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $3K |
| Kestra Investment Management, LLC | 0.00% | No change | 73 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -84.8% | 70 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 55 | $2K |
| Allworth Financial LP | 0.00% | Add +77.4% | 55 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 51 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 47 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 31 | $1K |
| Larson Financial Group LLC | 0.00% | New | 29 | $1K |
| Park Place Capital Corp | 0.00% | New | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 20 | $856 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 14 | $600 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 18 | $590 |
| Arax Advisory Partners | 0.00% | Reduce -50.0% | 13 | $557 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 9 | $385 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $86 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $86 |
| Huntington National Bank | 0.00% | No change | 1 | $43 |
| Hemington Wealth Management | 0.00% | Reduce -40.0% | 3 | $0 |
| Covestor Ltd | 0.00% | Reduce -25.0% | 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.