Baldwin Insurance Group Inc./BWIN
13F holders, Q3 2025 (September 30)213holders −13
29new positions
42sold out
4famous investors
$28.21avg. 13F price*
At the end of Q3 2025, 213 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, down 13 from Q2 2025. 29 opened new positions and 42 sold out. The largest holders were FMR LLC ($303.4M), Vanguard Group Inc. ($185.2M) and BlackRock, Inc. ($145.9M). 4 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q3 2025)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $38.1M |
| Exits | 42 | $82.2M |
All 13F filers, Q2 2025 → Q3 2025: 8,570,425 shares bought and 6,146,856 shares sold, net +2,423,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| FMR LLC | 0.02% | Add +31.9% | 10,755,244 | $303.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 6,564,633 | $185.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 5,172,775 | $145.9M |
| William Blair Investment Management, LLC | 0.37% | Reduce -5.5% | 5,104,695 | $144.0M |
| Capital Research Global Investors | 0.02% | No change | 4,513,250 | $127.3M |
| Champlain Investment Partners, LLC | 0.83% | Add +20.3% | 3,915,879 | $110.5M |
| Capital International Investors | 0.01% | No change | 3,145,429 | $88.7M |
| Baron Capital (BAMCO) | 0.23% | Add +0.0% | 3,010,203 | $84.9M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -7.3% | 3,001,010 | $84.7M |
| Westwood Holdings Group Inc. | 0.51% | Add +29.6% | 2,489,064 | $70.2M |
| Bank of New York Mellon Corp | 0.01% | Add +164.9% | 2,293,951 | $64.7M |
| Macquarie Group Ltd. | 0.07% | Reduce -14.6% | 2,162,471 | $61.0M |
| State Street Corp. | 0.00% | Add +1.5% | 2,116,651 | $59.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 1,709,777 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +11.7% | 1,514,115 | $42.7M |
| Capital World Investors | 0.00% | Add +24.8% | 1,259,949 | $35.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 1,098,826 | $31.0M |
| Westfield Capital Management Co. LP | 0.13% | Reduce -12.6% | 1,071,136 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 993,743 | $28.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.6% | 805,218 | $22.7M |
| Venator Management LLC | 5.20% | No change | 773,695 | $21.8M |
| Fiera Capital Corp | 0.07% | Reduce -2.5% | 759,220 | $21.4M |
| Aristotle Capital Boston, LLC | 0.95% | Add +53.6% | 655,965 | $18.5M |
| Northern Trust Corp. | 0.00% | Reduce -17.4% | 644,697 | $18.2M |
| Kennedy Capital Management LLC | 0.37% | Add +99.7% | 598,238 | $16.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.7% | 596,813 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -14.9% | 584,238 | $16.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.8% | 534,705 | $15.1M |
| Fenimore Asset Management Inc | 0.29% | Add +44.3% | 507,057 | $14.3M |
| Invesco Ltd. | 0.00% | Add +3.4% | 502,839 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | New | 502,562 | $14.2M |
| UBS Group AG | 0.00% | Add +49.6% | 480,321 | $13.5M |
| Tributary Capital Management, LLC | 1.04% | Reduce -3.8% | 407,726 | $11.5M |
| Confluence Investment Management LLC | 0.16% | Reduce -1.7% | 406,113 | $11.5M |
| Sei Investments Co. | 0.01% | Add +46.0% | 403,498 | $11.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.0% | 363,339 | $10.2M |
| American Century Companies Inc. | 0.01% | Add +117.8% | 345,745 | $9.8M |
| Tidal Investments LLC | 0.04% | Reduce -0.9% | 303,686 | $8.6M |
| Artemis Investment Management LLP | 0.09% | New | 257,664 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.6% | 253,196 | $7.1M |
| Nuveen, LLC | 0.00% | Reduce -1.0% | 238,980 | $6.7M |
| Peregrine Capital Management LLC | 0.19% | Reduce -26.7% | 228,120 | $6.4M |
| Morgan Stanley | 0.00% | Reduce -18.4% | 224,822 | $6.3M |
| Select Equity Group, L.P. | 0.03% | Reduce -9.4% | 220,141 | $6.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -14.6% | 219,810 | $6.2M |
| Emerald Advisers, LLC | 0.18% | Reduce -75.8% | 195,520 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.5% | 186,305 | $5.3M |
| Nicholas Company, Inc. | 0.09% | Reduce -0.1% | 184,940 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.1% | 181,166 | $5.1M |
| Kornitzer Capital Management Inc. | 0.10% | No change | 179,519 | $5.1M |
| MAI Capital Management | 0.03% | Add +1.9% | 178,832 | $5.0M |
| Summit Creek Advisors LLC | 0.69% | Reduce -3.0% | 168,444 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 158,880 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.1% | 154,742 | $4.5M |
| Swiss National Bank | 0.00% | Add +5.2% | 137,000 | $3.9M |
| Otter Creek Advisors, LLC | 3.66% | Add +23.0% | 130,677 | $3.7M |
| Pathway Financial Advisors LLC | 0.48% | Reduce -8.6% | 128,718 | $3.6M |
| Point72 Asset Management | 0.01% | New | 111,883 | $3.2M |
| Lighthouse Investment Partners, LLC | 0.11% | New | 107,788 | $3.0M |
| Madison Asset Management, LLC | 0.03% | Reduce -16.6% | 104,951 | $3.0M |
| Barclays PLC | 0.00% | Reduce -32.9% | 100,641 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 99,472 | $2.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.47% | Add +218.3% | 97,972 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Add +10.3% | 92,747 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +46.1% | 90,630 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +23.8% | 84,967 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.9% | 82,834 | $2.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.1% | 72,165 | $2.0M |
| Comerica Bank | 0.01% | Reduce -7.4% | 71,568 | $2.0M |
| Verition Fund Management LLC | 0.01% | Reduce -41.6% | 69,194 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -12.5% | 69,014 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +7.4% | 66,493 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -6.1% | 63,868 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 63,426 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +26.1% | 62,359 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +17.7% | 58,028 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -39.8% | 57,752 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +182.7% | 57,563 | $1.6M |
| Smith Chas P & Associates Pa Cpas | 0.14% | No change | 57,260 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -7.2% | 57,060 | $1.6M |
| Millennium Management | 0.00% | Reduce -46.0% | 56,118 | $1.6M |
| Emerald Mutual Fund Advisers Trust | 0.08% | Reduce -89.0% | 52,120 | $1.5M |
| Dark Forest Capital Management LP | 0.06% | New | 52,050 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.11% | Reduce -54.9% | 50,396 | $1.4M |
| Sapient Capital LLC | 0.02% | No change | 50,000 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -81.7% | 49,428 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 49,042 | $1.4M |
| Zions Bancorporation, National Association | 0.07% | Reduce -12.9% | 48,770 | $1.4M |
| Federated Hermes, Inc. | 0.00% | New | 43,849 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +34.7% | 42,640 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 41,947 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 41,805 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.1% | 41,339 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.4% | 41,319 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -2.3% | 36,719 | $1.0M |
| Magnetar Financial LLC | 0.01% | New | 35,102 | $990K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.7% | 34,273 | $967K |
| Natixis | 0.01% | New | 34,000 | $959K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 32,667 | $922K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 30,834 | $870K |
"% of holder's portfolio" is BWIN's weight in each manager's 13F, not the share of Baldwin Insurance Group Inc./ the manager owns.