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 |
| Creative Planning | 0.00% | Add +248.4% | 27,640 | $664K |
| Red Door Wealth Management, LLC | 0.07% | No change | 27,000 | $649K |
| Panagora Asset Management Inc. | 0.00% | Add +4.9% | 26,783 | $644K |
| Assetmark, Inc. | 0.00% | Reduce -2.6% | 26,662 | $641K |
| Quantinno Capital Management LP | 0.00% | Add +204.0% | 26,087 | $627K |
| Intech Investment Management LLC | 0.01% | Reduce -10.2% | 26,071 | $626K |
| Advisory Services Network, LLC | 0.01% | Add +69.0% | 24,357 | $585K |
| XTX Topco Ltd | 0.02% | New | 24,126 | $580K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -53.2% | 23,568 | $566K |
| Blair William & Co. | 0.00% | Reduce -22.3% | 23,357 | $561K |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 22,967 | $552K |
| Hudson Bay Capital Management LP | 0.00% | New | 22,740 | $546K |
| Handelsbanken Fonder AB | 0.00% | Reduce -13.6% | 21,700 | $521K |
| VARCOV Co. | 0.20% | — | 21,524 | $517K |
| Arizona State Retirement System | 0.00% | Reduce -4.7% | 19,903 | $478K |
| ExodusPoint Capital Management, LP | 0.01% | New | 19,612 | $471K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 19,455 | $468K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -25.4% | 17,436 | $419K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $413K |
| Bleakley Financial Group, LLC | 0.01% | New | 17,023 | $409K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.1% | 16,719 | $402K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +2.3% | 15,349 | $369K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.8% | 15,300 | $368K |
| Natixis Advisors, LLC | 0.00% | Reduce -40.8% | 13,363 | $321K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 13,045 | $313K |
| AQR Capital Management | 0.00% | New | 12,755 | $307K |
| Voya Investment Management LLC | 0.00% | No change | 12,743 | $306K |
| First National Bank of Omaha | 0.01% | Reduce -2.1% | 12,368 | $297K |
| Lido Advisors, LLC | 0.00% | No change | 10,098 | $285K |
| Susquehanna International Group, LLP | 0.00% | New | 11,257 | $271K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.2% | 11,166 | $268K |
| Millennium Management | 0.00% | Reduce -80.8% | 10,752 | $258K |
| FJ Capital Management LLC | 0.03% | New | 10,454 | $251K |
| Ameriprise Financial Inc. | 0.00% | Reduce -98.2% | 8,890 | $214K |
| Yarbrough Capital, LLC | 0.01% | No change | 8,780 | $211K |
| King Luther Capital Management Corp. | 0.00% | No change | 8,560 | $206K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $203K |
| Cetera Trust Company, N.A | 0.10% | Add +33.9% | 8,070 | $194K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +152.4% | 7,956 | $191K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -63.5% | 7,510 | $181K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 6,270 | $151K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,874 | $141K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.6% | 5,498 | $132K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,160 | $124K |
| US Bancorp \de | 0.00% | Reduce -55.7% | 4,269 | $103K |
| Citigroup Inc. | 0.00% | Reduce -69.2% | 3,898 | $94K |
| NewEdge Advisors, LLC | 0.00% | Reduce -68.6% | 3,475 | $84K |
| IFP Advisors, Inc | 0.00% | Reduce -0.4% | 2,879 | $69K |
| Amalgamated Bank | 0.00% | Reduce -2.8% | 2,243 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -74.4% | 2,191 | $53K |
| KBC Group NV | 0.00% | No change | 2,111 | $51K |
| Wealth Preservation Advisors, LLC | 0.02% | New | 1,931 | $46K |
| Dorato Capital Management | 0.03% | — | 1,333 | $35K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,300 | $31K |
| Larson Financial Group LLC | 0.00% | Add +666.5% | 1,211 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,167 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +45.1% | 1,159 | $28K |
| AlphaQuest LLC | 0.00% | Reduce -47.6% | 1,022 | $25K |
| Signaturefd, LLC | 0.00% | Add +102.9% | 978 | $24K |
| First Horizon Corp. | 0.00% | Add +80.3% | 959 | $23K |
| Kestra Advisory Services, LLC | 0.00% | New | 883 | $21K |
| GAMMA Investing LLC | 0.00% | Add +255.7% | 811 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +5923.1% | 783 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.0% | 773 | $19K |
| Cwm, LLC | 0.00% | Add +176.4% | 738 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 700 | $17K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.0% | 639 | $15K |
| Torren Management, LLC | 0.01% | — | 561 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +174.7% | 467 | $11K |
| Private Trust Co. NA | 0.00% | Add +17.2% | 430 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +498.5% | 395 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 392 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +800.0% | 378 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 370 | $9K |
| Allworth Financial LP | 0.00% | Add +187.2% | 313 | $8K |
| Los Angeles Capital Management LLC | 0.00% | New | 317 | $7K |
| Arax Advisory Partners | 0.00% | Add +254.7% | 266 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 227 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 200 | $5K |
| Quadrant Capital Group LLC | 0.00% | Add +28.2% | 191 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 165 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -69.0% | 160 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 157 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -56.8% | 152 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +68.9% | 125 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 124 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 115 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 99 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 66 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 55 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3.9% | 53 | $1K |
| J.Safra Asset Management Corp | 0.00% | No change | 52 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +122.2% | 40 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 60 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 34 | $817 |
| CoreCap Advisors, LLC | 0.00% | New | 24 | $577 |
| Rothschild Investment LLC | 0.00% | Reduce -58.2% | 23 | $553 |
| Stone House Investment Management, LLC | 0.00% | New | 9 | $216 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -83.3% | 9 | $216 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $72 |
| Essential Partners LLC | 0.00% | New | 3 | $72 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $43 |
| Huntington National Bank | 0.00% | Reduce -98.9% | 1 | $24 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $24 |
| 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.