Baldwin Insurance Group Inc./BWIN
13F holders, Q4 2025 (December 31)206holders −7
37new positions
43sold out
5famous investors
$24.03avg. 13F price*
At the end of Q4 2025, 206 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, down 7 from Q3 2025. 37 opened new positions and 43 sold out. The largest holders were FMR LLC ($259.4M), William Blair Investment Management, LLC ($181.3M) and Vanguard Group Inc. ($164.7M). 5 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q4 2025)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $91.8M |
| Exits | 43 | $173.4M |
All 13F filers, Q3 2025 → Q4 2025: 11,394,346 shares bought and 12,009,064 shares sold, net −614,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| FMR LLC | 0.01% | Add +0.4% | 10,796,351 | $259.4M |
| William Blair Investment Management, LLC | 0.51% | Add +47.8% | 7,543,813 | $181.3M |
| Vanguard Group Inc. | 0.00% | Add +4.4% | 6,851,874 | $164.7M |
| BlackRock, Inc. | 0.00% | Add +2.9% | 5,321,162 | $127.9M |
| Champlain Investment Partners, LLC | 0.89% | Reduce -6.8% | 3,650,410 | $87.7M |
| Capital International Investors | 0.01% | Add +15.0% | 3,618,132 | $86.9M |
| Capital Research Global Investors | 0.01% | Reduce -33.1% | 3,017,071 | $72.5M |
| Baron Capital (BAMCO) | 0.20% | Add +0.0% | 3,010,428 | $72.3M |
| Bank of New York Mellon Corp | 0.01% | Add +25.3% | 2,873,887 | $69.1M |
| Westwood Holdings Group Inc. | 0.56% | Add +14.6% | 2,851,518 | $68.5M |
| State Street Corp. | 0.00% | Add +0.7% | 2,131,619 | $51.2M |
| Nomura Asset Management International Inc. | 0.07% | — | 1,862,656 | $44.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 1,738,132 | $41.8M |
| Woodline Partners LP | 0.14% | New | 1,458,314 | $35.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 1,323,032 | $31.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -61.5% | 1,155,559 | $27.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.0% | 1,142,389 | $27.5M |
| American Century Companies Inc. | 0.01% | Add +187.2% | 993,079 | $23.9M |
| Fiera Capital Corp | 0.08% | Add +30.6% | 991,213 | $23.8M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 901,166 | $21.7M |
| Kennedy Capital Management LLC | 0.42% | Add +37.0% | 819,695 | $19.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.7% | 783,285 | $18.8M |
| Venator Management LLC | 4.20% | No change | 773,695 | $18.6M |
| Aristotle Capital Boston, LLC | 0.97% | Add +12.5% | 738,160 | $17.7M |
| UBS Group AG | 0.00% | Add +42.9% | 686,318 | $16.5M |
| MetLife Investment Management, LLC | 0.07% | Add +1376.4% | 619,292 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 599,426 | $14.4M |
| Northern Trust Corp. | 0.00% | Reduce -8.7% | 588,576 | $14.1M |
| Fenimore Asset Management Inc | 0.29% | Add +14.9% | 582,850 | $14.0M |
| Confluence Investment Management LLC | 0.21% | Add +42.7% | 579,503 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 558,528 | $13.4M |
| Philadelphia Financial Management of San Francisco, LLC | 2.76% | New | 556,299 | $13.4M |
| Morgan Stanley | 0.00% | Add +132.6% | 522,958 | $12.6M |
| State of Wisconsin Investment Board | 0.02% | Add +6.6% | 387,478 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.9% | 379,653 | $9.1M |
| Tributary Capital Management, LLC | 0.90% | Reduce -7.2% | 378,218 | $9.1M |
| Milford Funds Ltd. | 0.16% | — | 346,319 | $8.3M |
| Sei Investments Co. | 0.01% | Reduce -14.6% | 344,534 | $8.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 301,576 | $7.2M |
| Beck Mack & Oliver LLC | 0.13% | New | 289,775 | $7.0M |
| SG Americas Securities, LLC | 0.01% | New | 279,770 | $6.7M |
| Citadel Advisors | 0.00% | New | 269,838 | $6.5M |
| Frontier Capital Management Co. LLC | 0.07% | New | 256,901 | $6.2M |
| Nuveen, LLC | 0.00% | Add +1.6% | 242,887 | $5.8M |
| New York State Common Retirement Fund | 0.01% | No change | 219,810 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 190,560 | $4.6M |
| Nicholas Company, Inc. | 0.08% | Add +0.1% | 185,110 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +13.2% | 179,913 | $4.3M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 179,519 | $4.3M |
| MAI Capital Management | 0.02% | Add +0.0% | 178,866 | $4.3M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +63.3% | 176,047 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +143.0% | 154,126 | $3.7M |
| Select Equity Group, L.P. | 0.02% | Reduce -30.4% | 153,228 | $3.7M |
| Summit Creek Advisors LLC | 0.56% | Reduce -11.9% | 148,465 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 138,615 | $3.5M |
| Swiss National Bank | 0.00% | Add +2.7% | 140,700 | $3.4M |
| Pathway Financial Advisors LLC | 0.40% | No change | 128,718 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -77.4% | 120,622 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.3% | 118,983 | $2.9M |
| Barclays PLC | 0.00% | Add +10.6% | 111,314 | $2.7M |
| Point72 Asset Management | 0.00% | Reduce -2.3% | 109,353 | $2.6M |
| Madison Asset Management, LLC | 0.03% | Reduce -0.6% | 104,282 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +14.3% | 103,595 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.6% | 99,030 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +0.0% | 97,991 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +38.1% | 95,581 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 87,008 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -13.4% | 86,153 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 82,143 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -20.5% | 73,748 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 71,968 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +2.5% | 68,121 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.26% | Add +584.8% | 66,901 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 66,448 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +9.9% | 63,242 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -87.8% | 61,412 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +3.3% | 59,953 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +40.3% | 59,802 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.3% | 59,529 | $1.4M |
| Smith Chas P & Associates Pa Cpas | 0.07% | No change | 57,260 | $1.4M |
| Sapient Capital LLC | 0.02% | No change | 50,000 | $1.3M |
| Boston Partners | 0.00% | New | 48,076 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +5.6% | 44,130 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +280.9% | 43,083 | $1.0M |
| Zions Bancorporation, National Association | 0.05% | Reduce -11.9% | 42,952 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 41,339 | $993K |
| Austin Wealth Management, LLC | 0.14% | Add +29.7% | 37,337 | $979K |
| Walleye Capital LLC | 0.01% | New | 38,933 | $936K |
| Twinbeech Capital LP | 0.06% | New | 37,773 | $908K |
| Washington Trust Bank | 0.06% | Add +92.2% | 36,217 | $870K |
| Raymond James Financial Inc. | 0.00% | New | 34,223 | $822K |
| Natixis | 0.00% | No change | 34,000 | $817K |
| Corient Private Wealth LP | 0.00% | Reduce -31.3% | 33,981 | $817K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.4% | 33,138 | $796K |
| Mariner, LLC | 0.00% | Add +76.3% | 32,736 | $787K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 32,516 | $781K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.5% | 31,697 | $762K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 31,149 | $749K |
| Entrewealth, LLC | 0.33% | Add +29.7% | 37,337 | $731K |
| Comerica Bank | 0.00% | Reduce -61.0% | 27,880 | $670K |
"% of holder's portfolio" is BWIN's weight in each manager's 13F, not the share of Baldwin Insurance Group Inc./ the manager owns.