Baldwin Insurance Group Inc./BWIN
13F holders, Q1 2026 (March 31)218holders +12
38new positions
29sold out
4famous investors
$21.95avg. 13F price*
At the end of Q1 2026, 218 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 12 from Q4 2025. 38 opened new positions and 29 sold out. The largest holders were FMR LLC ($306.2M), William Blair Investment Management, LLC ($149.1M) 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q1 2026)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $112.4M |
| Exits | 29 | $53.6M |
All 13F filers, Q4 2025 → Q1 2026: 21,326,025 shares bought and 12,691,998 shares sold, net +8,634,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| FMR LLC | 0.02% | Add +29.3% | 13,954,062 | $306.2M |
| William Blair Investment Management, LLC | 0.49% | Reduce -9.9% | 6,794,492 | $149.1M |
| BlackRock, Inc. | 0.00% | Add +25.0% | 6,651,300 | $145.9M |
| Bank of New York Mellon Corp | 0.02% | Add +36.3% | 3,918,087 | $86.0M |
| Vanguard Portfolio Management LLC | 0.00% | — | 3,475,131 | $76.2M |
| Vanguard Capital Management LLC | 0.00% | — | 3,464,919 | $76.0M |
| Baron Capital (BAMCO) | 0.18% | Reduce -10.0% | 2,710,068 | $59.5M |
| Westwood Holdings Group Inc. | 0.41% | Reduce -9.6% | 2,577,196 | $56.5M |
| State Street Corp. | 0.00% | Add +16.0% | 2,473,254 | $54.3M |
| Geode Capital Management, LLC | 0.00% | Add +23.8% | 2,151,033 | $47.2M |
| Nomura Asset Management International Inc. | 0.07% | Add +6.3% | 1,979,883 | $43.4M |
| Morgan Stanley | 0.00% | Add +244.8% | 1,803,207 | $39.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 6.03% | Add +11089.9% | 1,717,538 | $37.7M |
| Capital International Investors | 0.01% | Reduce -54.6% | 1,643,557 | $36.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +36.1% | 1,572,803 | $34.5M |
| Nomura Holdings Inc. | 0.28% | New | 1,543,018 | $33.9M |
| Capital Research Global Investors | 0.01% | Reduce -48.9% | 1,542,849 | $33.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.8% | 1,333,871 | $29.3M |
| UBS Group AG | 0.00% | Add +84.6% | 1,266,825 | $27.8M |
| Artisan Partners Limited Partnership | 0.04% | New | 1,217,970 | $26.7M |
| Frontier Capital Management Co. LLC | 0.25% | Add +329.1% | 1,102,452 | $24.2M |
| Fiera Capital Corp | 0.08% | Add +5.3% | 1,043,772 | $22.9M |
| Champlain Investment Partners, LLC | 0.29% | Reduce -71.7% | 1,034,260 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +3.6% | 1,028,729 | $22.6M |
| MetLife Investment Management, LLC | 0.10% | Add +51.4% | 937,693 | $20.6M |
| Janus Henderson Group PLC | 0.01% | Add +12.6% | 881,885 | $19.3M |
| Bank of America Corp. | 0.00% | Add +51.9% | 848,407 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 778,281 | $17.1M |
| Boston Partners | 0.02% | Add +1507.3% | 772,703 | $17.0M |
| Venator Management LLC | 4.09% | Reduce -0.1% | 773,345 | $17.0M |
| Northern Trust Corp. | 0.00% | Add +27.6% | 751,326 | $16.5M |
| Fenimore Asset Management Inc | 0.34% | Add +20.7% | 703,308 | $15.4M |
| New York State Common Retirement Fund | 0.02% | Add +217.6% | 698,180 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +79.8% | 682,472 | $15.0M |
| Aristotle Capital Boston, LLC | 0.93% | Reduce -7.6% | 682,060 | $15.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.2% | 678,224 | $14.9M |
| Kennedy Capital Management LLC | 0.30% | Reduce -21.6% | 642,716 | $14.1M |
| Confluence Investment Management LLC | 0.22% | Add +10.2% | 638,637 | $14.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 564,737 | $12.4M |
| Man Group plc | 0.02% | New | 536,852 | $11.8M |
| Corient Private Wealth LP | 0.02% | Add +1378.7% | 502,461 | $11.0M |
| Woodline Partners LP | 0.04% | Reduce -66.4% | 489,940 | $10.7M |
| Sei Investments Co. | 0.01% | Add +32.4% | 456,174 | $10.0M |
| Point72 Asset Management | 0.02% | Add +308.8% | 446,978 | $9.8M |
| Beck Mack & Oliver LLC | 0.19% | Add +47.4% | 427,085 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.9% | 424,138 | $9.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 404,820 | $8.9M |
| Tributary Capital Management, LLC | 0.78% | Reduce -2.6% | 368,368 | $8.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -5.0% | 367,911 | $8.1M |
| Palisade Capital Management, LP | 0.29% | New | 363,453 | $8.0M |
| 1776 Wealth LLC | 3.10% | New | 359,191 | $7.9M |
| Equitable Trust Co. | 0.29% | New | 282,998 | $6.2M |
| Nuveen, LLC | 0.00% | Add +11.5% | 270,804 | $5.9M |
| Peregrine Capital Management LLC | 0.22% | New | 266,910 | $5.9M |
| MAI Capital Management | 0.03% | Add +23.8% | 221,457 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +40.1% | 215,930 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 196,171 | $4.3M |
| Nicholas Company, Inc. | 0.08% | Reduce -0.5% | 184,180 | $4.0M |
| Smith Chas P & Associates Pa Cpas | 0.18% | Add +162.3% | 150,183 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 144,959 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -21.8% | 140,710 | $3.1M |
| Swiss National Bank | 0.00% | No change | 140,700 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.4% | 134,413 | $2.9M |
| Summit Creek Advisors LLC | 0.60% | Reduce -9.8% | 133,917 | $2.9M |
| Pathway Financial Advisors LLC | 0.36% | No change | 128,718 | $2.9M |
| XTX Topco Ltd | 0.05% | Add +406.1% | 122,105 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +29.3% | 106,223 | $2.6M |
| Cwm, LLC | 0.01% | Add +15475.6% | 114,948 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 103,595 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +20.1% | 103,492 | $2.3M |
| Madison Asset Management, LLC | 0.03% | Reduce -0.9% | 103,324 | $2.3M |
| AQR Capital Management | 0.00% | Add +684.8% | 100,095 | $2.2M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -45.1% | 98,480 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +43.7% | 97,862 | $2.1M |
| HighTower Advisors, LLC | 0.00% | New | 93,077 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +177.5% | 90,230 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.8% | 83,508 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | Add +48787.9% | 80,665 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +33.0% | 79,759 | $1.7M |
| Fifth Third Bancorp | 0.00% | New | 79,193 | $1.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -23.6% | 74,915 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +0.9% | 74,451 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +21.6% | 72,402 | $1.6M |
| Invesco Ltd. | 0.00% | Add +14.2% | 70,102 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.21% | Reduce -6.3% | 62,701 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.1% | 59,269 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +37.0% | 59,046 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -21.1% | 56,750 | $1.2M |
| Creative Planning | 0.00% | Add +99.8% | 55,233 | $1.2M |
| Sapient Capital LLC | 0.02% | No change | 50,000 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -27.2% | 48,396 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 48,258 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 46,168 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +35.5% | 44,908 | $985K |
| SummitTX Capital, L.P. | 0.03% | New | 43,124 | $946K |
| Mariner, LLC | 0.00% | Add +29.2% | 42,303 | $928K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +28.9% | 40,864 | $897K |
| Susquehanna International Group, LLP | 0.00% | Add +242.8% | 38,590 | $847K |
| Entrewealth, LLC | 0.37% | No change | 37,337 | $819K |
| Washington Trust Bank | 0.06% | No change | 36,217 | $795K |
| Natixis | 0.00% | No change | 34,000 | $746K |
| Diversified Trust Co. | 0.01% | Reduce -44.0% | 33,483 | $735K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -20.8% | 32,739 | $718K |
| Vanguard Global Advisers, LLC | 0.00% | — | 32,004 | $702K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 31,183 | $684K |
| Aptus Capital Advisors, LLC | 0.01% | New | 29,613 | $650K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +25.0% | 29,451 | $646K |
| Sunburst Financial Group, LLC | 0.12% | New | 29,281 | $642K |
| Red Door Wealth Management, LLC | 0.06% | No change | 27,000 | $592K |
| Panagora Asset Management Inc. | 0.00% | No change | 26,783 | $588K |
| Stifel Financial Corp. | 0.00% | Add +16.0% | 26,633 | $584K |
| Zions Bancorporation, National Association | 0.04% | Reduce -38.3% | 26,483 | $581K |
| Advisory Services Network, LLC | 0.01% | Add +8.4% | 26,415 | $580K |
| Assetmark, Inc. | 0.00% | Reduce -1.4% | 26,293 | $577K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +32.9% | 25,862 | $567K |
| Americana Partners, LLC | 0.01% | New | 24,156 | $530K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +38.2% | 24,098 | $529K |
| Barclays PLC | 0.00% | Reduce -78.7% | 23,688 | $520K |
| Numerai GP LLC | 0.05% | New | 23,664 | $519K |
| Empower Advisory Group, LLC | 0.00% | New | 22,806 | $500K |
| Blair William & Co. | 0.00% | Reduce -6.0% | 21,954 | $482K |
| Brooklyn Investment Group | 0.01% | New | 21,914 | $481K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,700 | $476K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.0% | 16,726 | $444K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 19,699 | $432K |
| Intech Investment Management LLC | 0.00% | Reduce -28.0% | 18,767 | $412K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 17,894 | $393K |
| Natixis Advisors, LLC | 0.00% | Add +30.8% | 17,478 | $383K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $377K |
| Citigroup Inc. | 0.00% | Add +337.7% | 17,061 | $374K |
| Jones Financial Companies LLLP | 0.00% | Add +1226.2% | 17,241 | $364K |
| Holocene Advisors, LP | 0.00% | Reduce -74.0% | 16,446 | $361K |
| Raymond James Financial Inc. | 0.00% | Reduce -52.3% | 16,328 | $358K |
| Voya Investment Management LLC | 0.00% | Add +25.4% | 15,981 | $351K |
| Centiva Capital, LP | 0.02% | New | 15,879 | $348K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.5% | 15,388 | $338K |
| Brevan Howard Capital Management LP | 0.00% | New | 15,379 | $337K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,300 | $336K |
| Prudential Financial Inc. | 0.00% | New | 14,895 | $327K |
| ProShare Advisors LLC | 0.00% | Add +6.4% | 13,876 | $304K |
| Ameriprise Financial Inc. | 0.00% | Add +34.9% | 11,990 | $263K |
| First National Bank of Omaha | 0.01% | Reduce -4.0% | 11,875 | $261K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,166 | $245K |
| Scientech Research LLC | 0.20% | New | 11,079 | $243K |
| Waverly Advisors, LLC | 0.00% | New | 10,914 | $239K |
| Victory Capital Management Inc. | 0.00% | New | 10,829 | $238K |
| Quantinno Capital Management LP | 0.00% | Reduce -59.3% | 10,617 | $233K |
| Gotham Asset Management | 0.00% | New | 10,392 | $228K |
| Bessemer Group Inc. | 0.00% | Reduce -76.7% | 10,280 | $226K |
| Lido Advisors, LLC | 0.00% | Reduce -0.7% | 10,027 | $220K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 9,844 | $216K |
| Aurdan Capital Management, LLC | 0.06% | New | 9,700 | $213K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +21.3% | 9,654 | $212K |
| Cloud Capital Management, LLC | 0.09% | New | 9,498 | $208K |
| Core Wealth Advisors, Inc. | 0.05% | New | 9,424 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Add +307.1% | 8,919 | $196K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $185K |
| Cetera Trust Company, N.A | 0.10% | No change | 8,070 | $177K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +33.4% | 7,834 | $172K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 7,510 | $166K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 6,270 | $138K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 6,101 | $134K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,498 | $121K |
| US Bancorp \de | 0.00% | Add +17.8% | 5,029 | $110K |
| KBC Group NV | 0.00% | Add +101.1% | 4,246 | $93K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,475 | $76K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 2,916 | $64K |
| Parkside Financial Bank & Trust | 0.00% | New | 2,138 | $47K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 1,931 | $42K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.9% | 1,668 | $37K |
| Larson Financial Group LLC | 0.00% | Add +33.0% | 1,611 | $35K |
| Dorato Capital Management | 0.02% | No change | 1,333 | $30K |
| Signaturefd, LLC | 0.00% | Add +31.7% | 1,288 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +238.1% | 1,278 | $28K |
| GAMMA Investing LLC | 0.00% | Add +9.6% | 889 | $20K |
| Versant Capital Management, Inc | 0.00% | Add +7.0% | 838 | $18K |
| Allworth Financial LP | 0.00% | Add +144.4% | 765 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 741 | $16K |
| MTM Investment Management, LLC | 0.00% | No change | 700 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -42.4% | 672 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 650 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +32.8% | 620 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 533 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +304.0% | 505 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Add +53.1% | 245 | $11K |
| Essential Partners LLC | 0.00% | Add +15566.7% | 470 | $10K |
| Private Trust Co. NA | 0.00% | No change | 430 | $9K |
| Optiver Holding B.V. | 0.00% | Add +169.7% | 410 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 392 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 370 | $8K |
| Los Angeles Capital Management LLC | 0.00% | No change | 317 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.1% | 300 | $6K |
| Rothschild Investment LLC | 0.00% | Add +1156.5% | 289 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -4.5% | 191 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 160 | $4K |
| Huntington National Bank | 0.00% | Add +14700.0% | 148 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 124 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +124.5% | 119 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +86.5% | 97 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 91 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -36.8% | 168 | $1K |
| Investors Portfolio Services LLC | 0.00% | New | 58 | $1K |
| Simplex Trading, LLC | 0.00% | New | 48 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.6% | 41 | $900 |
| Kilter Group LLC | 0.00% | New | 32 | $703 |
| Root Financial Partners, LLC | 0.00% | New | 31 | $680 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -32.5% | 27 | $594 |
| Park Place Capital Corp | 0.00% | New | 27 | $592 |
| CoreCap Advisors, LLC | 0.00% | No change | 24 | $527 |
| Torren Management, LLC | 0.00% | Reduce -96.3% | 21 | $461 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 19 | $417 |
| Quadrant Capital Group LLC | 0.00% | Reduce -90.0% | 19 | $417 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -93.0% | 16 | $351 |
| Blue Trust, Inc. | 0.00% | New | 6 | $132 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $66 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $39 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $22 |
| Covestor Ltd | 0.00% | Add +100.0% | 6 | $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.