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 |
| Blair William & Co. | 0.00% | New | 30,044 | $848K |
| Intech Investment Management LLC | 0.01% | Add +5.2% | 29,046 | $819K |
| Entrewealth, LLC | 0.42% | New | 28,786 | $812K |
| Assetmark, Inc. | 0.00% | Reduce -3.6% | 27,376 | $772K |
| Red Door Wealth Management, LLC | 0.08% | No change | 27,000 | $762K |
| Panagora Asset Management Inc. | 0.00% | Add +201.7% | 25,534 | $720K |
| Handelsbanken Fonder AB | 0.00% | Add +70.8% | 25,100 | $708K |
| Austin Wealth Management, LLC | 0.11% | New | 28,786 | $678K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.1% | 23,369 | $659K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.8% | 22,577 | $637K |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 22,378 | $631K |
| Arizona State Retirement System | 0.00% | Add +5.2% | 20,884 | $589K |
| HighTower Advisors, LLC | 0.00% | Reduce -43.4% | 20,666 | $583K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.5% | 20,554 | $573K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +22.0% | 19,455 | $549K |
| Washington Trust Bank | 0.04% | No change | 18,839 | $531K |
| Mariner, LLC | 0.00% | Add +56.0% | 18,568 | $524K |
| GW&K Investment Management, LLC | 0.00% | Reduce -96.9% | 17,762 | $501K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $485K |
| Freestone Grove Partners LP | 0.00% | New | 17,087 | $482K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -0.0% | 16,700 | $471K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -39.5% | 16,448 | $464K |
| Henshaw Capital LLC | 0.02% | Reduce -27.1% | 15,326 | $432K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Add +96.3% | 15,000 | $423K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $412K |
| Numerai GP LLC | 0.06% | New | 14,518 | $410K |
| Advisory Services Network, LLC | 0.01% | Add +0.3% | 14,416 | $407K |
| Voya Investment Management LLC | 0.00% | Reduce -33.7% | 12,743 | $359K |
| Citigroup Inc. | 0.00% | Reduce -60.6% | 12,659 | $357K |
| First National Bank of Omaha | 0.02% | Add +2.1% | 12,637 | $356K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,271 | $346K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 12,022 | $339K |
| Captrust Financial Advisors | 0.00% | Add +42.9% | 11,311 | $319K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,075 | $312K |
| Quantbot Technologies LP | 0.01% | Add +28.3% | 10,145 | $286K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 10,098 | $285K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -24.1% | 9,770 | $276K |
| US Bancorp \de | 0.00% | Add +59.1% | 9,636 | $272K |
| SummitTX Capital, L.P. | 0.01% | New | 9,510 | $268K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,368 | $264K |
| Teacher Retirement System of Texas | 0.00% | Reduce -10.8% | 9,228 | $260K |
| Bank of Montreal | 0.00% | Add +76.2% | 9,166 | $259K |
| Prudential Financial Inc. | 0.00% | Add +0.5% | 9,060 | $256K |
| Yarbrough Capital, LLC | 0.01% | New | 8,780 | $248K |
| Quantinno Capital Management LP | 0.00% | New | 8,581 | $242K |
| King Luther Capital Management Corp. | 0.00% | Reduce -76.4% | 8,560 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.8% | 8,548 | $241K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $238K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.8% | 8,421 | $238K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 8,200 | $231K |
| Victory Capital Management Inc. | 0.00% | Add +1.3% | 8,158 | $230K |
| Creative Planning | 0.00% | Add +4.6% | 7,933 | $224K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,495 | $211K |
| Pitcairn Co. | 0.02% | Reduce -14.8% | 7,155 | $202K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 6,270 | $177K |
| Cetera Trust Company, N.A | 0.10% | No change | 6,025 | $170K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 5,874 | $166K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.2% | 3,152 | $89K |
| IFP Advisors, Inc | 0.00% | Add +2.4% | 2,890 | $82K |
| Amalgamated Bank | 0.00% | No change | 2,308 | $65K |
| KBC Group NV | 0.00% | No change | 2,111 | $60K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.2% | 1,980 | $56K |
| AlphaQuest LLC | 0.00% | Add +249.2% | 1,952 | $55K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 1,395 | $39K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,300 | $37K |
| Simplex Trading, LLC | 0.00% | New | 1,263 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,167 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +6.3% | 799 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 841 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.0% | 728 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 700 | $20K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 665 | $19K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.6% | 659 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 659 | $19K |
| First Horizon Corp. | 0.00% | — | 532 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 516 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $14K |
| Signaturefd, LLC | 0.00% | Add +588.6% | 482 | $14K |
| Atwood & Palmer Inc. | 0.00% | Reduce -29.9% | 392 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 370 | $10K |
| Private Trust Co. NA | 0.00% | Add +109.7% | 367 | $10K |
| Point72 (DIFC) Ltd | 0.00% | New | 354 | $10K |
| Optiver Holding B.V. | 0.00% | Add +38.6% | 352 | $10K |
| Point72 Hong Kong Ltd | 0.00% | New | 316 | $9K |
| Cwm, LLC | 0.00% | Add +10.3% | 267 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -25.3% | 228 | $6K |
| Principal Securities, Inc. | 0.00% | Add +4.2% | 225 | $6K |
| Rise Advisors, LLC | 0.00% | No change | 203 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 170 | $5K |
| Larson Financial Group LLC | 0.00% | Add +444.8% | 158 | $4K |
| Quadrant Capital Group LLC | 0.00% | New | 149 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 124 | $3K |
| Allworth Financial LP | 0.00% | Add +98.2% | 109 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 114 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +32.0% | 99 | $3K |
| Huntington National Bank | 0.00% | Add +8800.0% | 89 | $3K |
| Arax Advisory Partners | 0.00% | Add +476.9% | 75 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +3200.0% | 66 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 55 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -60.7% | 55 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +500.0% | 54 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 51 | $1K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.4% | 52 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -84.4% | 42 | $1K |
| Fifth Third Bancorp | 0.00% | New | 35 | $987 |
| Arlington Trust Co LLC | 0.00% | No change | 31 | $875 |
| Park Place Capital Corp | 0.00% | No change | 27 | $762 |
| Fortitude Family Office, LLC | 0.00% | No change | 20 | $564 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -76.0% | 18 | $502 |
| Versant Capital Management, Inc | 0.00% | New | 13 | $367 |
| SBI Securities Co., Ltd. | 0.00% | New | 3 | $85 |
| Covestor Ltd | 0.00% | No change | 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.