Baldwin Insurance Group Inc./BWIN
13F holders, Q2 2026 (June 30)228holders +10
34new positions
25sold out
5famous investors
$26.60avg. 13F price*
At the end of Q2 2026, 228 institutions reported holding Baldwin Insurance Group Inc./ (BWIN) in their 13F filings, up 10 from Q1 2026. 34 opened new positions and 25 sold out. The largest holders were FMR LLC ($392.1M), BlackRock, Inc. ($192.8M) and William Blair Investment Management, LLC ($179.0M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Baldwin Insurance Group Inc./
- Filed as
- THE BALDWIN INSURANCE GRP IN (Q2 2026)
- CUSIP
- 05589G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $56.1M |
| Exits | 25 | $61.8M |
All 13F filers, Q1 2026 → Q2 2026: 10,255,096 shares bought and 10,496,282 shares sold, net −241,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| FMR LLC | 0.02% | Add +5.7% | 14,752,216 | $392.1M |
| BlackRock, Inc. | 0.00% | Add +9.0% | 7,251,950 | $192.8M |
| William Blair Investment Management, LLC | 0.54% | Reduce -0.9% | 6,732,965 | $179.0M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -6.1% | 3,262,912 | $86.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -8.6% | 3,166,381 | $84.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -21.5% | 3,077,351 | $81.8M |
| Baron Capital (BAMCO) | 0.11% | Add +0.1% | 2,712,386 | $72.1M |
| State Street Corp. | 0.00% | Add +7.8% | 2,665,874 | $70.8M |
| Geode Capital Management, LLC | 0.00% | Add +8.8% | 2,339,453 | $62.2M |
| Morgan Stanley | 0.00% | Add +26.3% | 2,277,033 | $60.5M |
| Woodline Partners LP | 0.19% | Add +362.1% | 2,264,135 | $60.2M |
| Frontier Capital Management Co. LLC | 0.52% | Add +90.3% | 2,097,658 | $55.8M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +27.9% | 2,010,989 | $53.5M |
| Westwood Holdings Group Inc. | 0.39% | Reduce -24.8% | 1,938,370 | $51.5M |
| Nomura Asset Management International Inc. | 0.08% | Reduce -3.4% | 1,912,711 | $50.8M |
| Capital International Investors | 0.01% | Add +2.9% | 1,690,697 | $44.9M |
| UBS Group AG | 0.01% | Add +29.6% | 1,641,349 | $43.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 6.31% | Reduce -7.9% | 1,582,587 | $42.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.9% | 1,346,168 | $35.8M |
| Capital Research Global Investors | 0.00% | Reduce -15.2% | 1,308,203 | $34.8M |
| Boston Partners | 0.03% | Add +54.4% | 1,192,820 | $31.7M |
| Bank of America Corp. | 0.00% | Add +39.6% | 1,184,085 | $31.5M |
| Point72 Asset Management | 0.04% | Add +132.3% | 1,038,190 | $27.6M |
| Champlain Investment Partners, LLC | 0.59% | Reduce -16.6% | 863,038 | $22.9M |
| Northern Trust Corp. | 0.00% | Add +7.8% | 810,264 | $21.5M |
| Bridgewater Advisors Inc. | 1.17% | New | 728,743 | $21.5M |
| Fenimore Asset Management Inc | 0.44% | Add +13.1% | 795,434 | $21.1M |
| Venator Management LLC | 4.64% | No change | 773,345 | $20.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.7% | 723,413 | $19.2M |
| MetLife Investment Management, LLC | 0.08% | Reduce -26.1% | 692,797 | $18.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 673,005 | $17.9M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 651,487 | $17.3M |
| Kennedy Capital Management LLC | 0.29% | Reduce -4.8% | 612,135 | $16.3M |
| Fiera Capital Corp | 0.06% | Reduce -42.9% | 596,374 | $15.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.0% | 581,482 | $15.5M |
| Aristotle Capital Boston, LLC | 1.01% | Reduce -16.7% | 568,427 | $15.1M |
| 1776 Wealth LLC | 5.03% | Add +49.6% | 537,410 | $14.3M |
| Sei Investments Co. | 0.01% | Reduce -2.1% | 446,679 | $11.9M |
| Beck Mack & Oliver LLC | 0.23% | Add +2.6% | 438,020 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 410,190 | $10.9M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.1% | 405,426 | $10.8M |
| Nuveen, LLC | 0.00% | Add +45.0% | 392,561 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -47.8% | 364,353 | $9.7M |
| Tributary Capital Management, LLC | 0.78% | Reduce -2.9% | 357,734 | $9.5M |
| Jupiter Topco LLC | 0.00% | — | 329,652 | $8.8M |
| Freestone Grove Partners LP | 0.06% | New | 327,679 | $8.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -11.6% | 325,131 | $8.6M |
| Equitable Trust Co. | 0.31% | No change | 282,998 | $7.5M |
| Peregrine Capital Management LLC | 0.21% | Reduce -8.0% | 245,502 | $6.5M |
| MAI Capital Management | 0.02% | Reduce -0.0% | 221,435 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +40.7% | 197,936 | $5.3M |
| Fifth Third Bancorp | 0.01% | Add +134.3% | 185,553 | $4.9M |
| Nicholas Company, Inc. | 0.09% | No change | 184,180 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.3% | 183,854 | $4.9M |
| Palisade Capital Management, LP | 0.22% | Reduce -52.4% | 173,017 | $4.6M |
| Gillson Capital LP | 0.27% | New | 172,991 | $4.6M |
| Lighthouse Investment Partners, LLC | 0.14% | New | 171,922 | $4.6M |
| Man Group plc | 0.01% | Reduce -69.1% | 166,028 | $4.4M |
| Swiss National Bank | 0.00% | Add +10.5% | 155,500 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 153,172 | $4.1M |
| Smith Chas P & Associates Pa Cpas | 0.20% | No change | 150,183 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 144,486 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.8% | 129,339 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -41.8% | 125,590 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +16.0% | 120,032 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +32.4% | 105,609 | $2.8M |
| Madison Asset Management, LLC | 0.03% | Add +0.1% | 103,470 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Add +38.6% | 103,226 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.6% | 94,048 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -13.8% | 89,248 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -9.3% | 88,806 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 106,200 | $2.3M |
| Pathway Financial Advisors LLC | 0.25% | Reduce -40.6% | 76,394 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.1% | 81,163 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 80,665 | $2.1M |
| Invesco Ltd. | 0.00% | Add +15.0% | 80,591 | $2.1M |
| Confluence Investment Management LLC | 0.03% | Reduce -87.8% | 77,621 | $2.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +0.1% | 74,998 | $2.0M |
| Citadel Advisors | 0.00% | New | 73,992 | $2.0M |
| Summit Creek Advisors LLC | 0.60% | Reduce -50.4% | 66,487 | $1.8M |
| Legal & General Group Plc | 0.00% | Add +13.3% | 64,269 | $1.7M |
| AQR Capital Management | 0.00% | Reduce -36.5% | 63,518 | $1.7M |
| First Trust Advisors LP | 0.00% | New | 62,929 | $1.7M |
| Nomura Holdings Inc. | 0.01% | Reduce -96.0% | 60,920 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +21.3% | 56,002 | $1.5M |
| Citigroup Inc. | 0.00% | Add +219.6% | 54,526 | $1.4M |
| CSM Advisors, LLC | 0.03% | New | 51,388 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -45.1% | 51,102 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +22.5% | 50,046 | $1.3M |
| Sapient Capital LLC | 0.02% | No change | 50,000 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -16.0% | 49,618 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.9% | 48,039 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.6% | 45,171 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +173.0% | 44,575 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +299.3% | 42,392 | $1.1M |
| Creative Planning | 0.00% | Reduce -26.7% | 40,498 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +1.8% | 39,293 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +60.0% | 38,563 | $1.0M |
| Cerity Partners LLC | 0.00% | New | 37,144 | $987K |
| Bleakley Financial Group, LLC | 0.01% | New | 36,470 | $969K |
| Washington Trust Bank | 0.07% | No change | 36,217 | $963K |
| Cibc World Market Inc. | 0.00% | New | 36,000 | $957K |
| SG Americas Securities, LLC | 0.00% | Add +125.7% | 34,725 | $923K |
| Quadrant Private Wealth Management, LLC | 0.21% | Reduce -44.7% | 34,686 | $922K |
| Natixis | 0.00% | No change | 34,000 | $904K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 32,739 | $870K |
| Jain Global LLC | 0.01% | New | 32,371 | $860K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 30,823 | $819K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.2% | 30,014 | $798K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 29,632 | $788K |
| Sunburst Financial Group, LLC | 0.13% | No change | 29,281 | $778K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +11.9% | 28,930 | $769K |
| Weiss Asset Management LP | 0.01% | New | 27,680 | $736K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -7.2% | 27,325 | $726K |
| Red Door Wealth Management, LLC | 0.07% | No change | 27,000 | $718K |
| Entrewealth, LLC | 0.26% | Reduce -33.4% | 24,868 | $711K |
| Diversified Trust Co. | 0.01% | Reduce -20.2% | 26,734 | $711K |
| Americana Partners, LLC | 0.01% | No change | 24,156 | $642K |
| Allstate Corp. | 0.01% | New | 23,998 | $638K |
| Assetmark, Inc. | 0.00% | Reduce -13.2% | 22,816 | $606K |
| Empower Advisory Group, LLC | 0.00% | No change | 22,806 | $606K |
| LPL Financial LLC | 0.00% | Reduce -53.1% | 22,693 | $603K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,700 | $577K |
| Arizona State Retirement System | 0.00% | Add +8.5% | 21,377 | $568K |
| Mariner, LLC | 0.00% | Reduce -49.5% | 21,341 | $567K |
| Stifel Financial Corp. | 0.00% | Reduce -23.3% | 20,422 | $543K |
| Blair William & Co. | 0.00% | Reduce -12.8% | 19,152 | $509K |
| Voya Investment Management LLC | 0.00% | Add +17.2% | 18,729 | $498K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 17,894 | $476K |
| IMC-Chicago, LLC | 0.00% | New | 17,698 | $470K |
| KLP Kapitalforvaltning As | 0.00% | Add +15.0% | 17,600 | $468K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,199 | $457K |
| Intech Investment Management LLC | 0.00% | Reduce -8.5% | 17,177 | $457K |
| Marshall Wace, LLP | 0.00% | New | 16,750 | $445K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -0.1% | 16,709 | $444K |
| Barclays PLC | 0.00% | Reduce -31.0% | 16,341 | $434K |
| Dockside LLC | 0.10% | — | 16,220 | $431K |
| Prudential Financial Inc. | 0.00% | Add +8.4% | 16,140 | $429K |
| Corient Private Wealth LP | 0.00% | Reduce -96.8% | 16,129 | $429K |
| Zions Bancorporation, National Association | 0.02% | Reduce -43.3% | 15,004 | $399K |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 13,045 | $347K |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.3% | 13,045 | $342K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 12,841 | $341K |
| Natixis Advisors, LLC | 0.00% | Reduce -27.4% | 12,683 | $337K |
| First National Bank of Omaha | 0.01% | Add +0.4% | 11,918 | $317K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,166 | $297K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 10,813 | $287K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 10,033 | $267K |
| Aurdan Capital Management, LLC | 0.07% | No change | 9,700 | $258K |
| Xponance LLC | 0.00% | New | 9,668 | $257K |
| Millennium Management | 0.00% | New | 9,662 | $257K |
| Cloud Capital Management, LLC | 0.09% | Add +0.1% | 9,508 | $252K |
| Core Wealth Advisors, Inc. | 0.05% | No change | 9,424 | $250K |
| Cetera Trust Company, N.A | 0.12% | Add +10.9% | 8,950 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.6% | 8,902 | $237K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 8,851 | $235K |
| King Luther Capital Management Corp. | 0.00% | New | 8,500 | $226K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,429 | $224K |
| Walleye Capital LLC | 0.00% | New | 8,313 | $221K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -15.7% | 8,300 | $221K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,916 | $210K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 7,510 | $199K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 6,270 | $167K |
| Quantbot Technologies LP | 0.01% | New | 6,236 | $166K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,498 | $146K |
| US Bancorp \de | 0.00% | Add +5.3% | 5,298 | $141K |
| KBC Group NV | 0.00% | No change | 4,246 | $113K |
| Nykredit A/S | 0.00% | — | 4,108 | $109K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.7% | 4,086 | $109K |
| Lavaca Capital LLC | 0.01% | New | 3,800 | $101K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,475 | $92K |
| IFP Advisors, Inc | 0.00% | Reduce -3.6% | 2,811 | $75K |
| Group One Trading LLC | 0.00% | New | 2,631 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +181.7% | 2,087 | $55K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.7% | 2,080 | $55K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -19.5% | 1,342 | $36K |
| Dorato Capital Management | 0.02% | No change | 1,333 | $35K |
| Larson Financial Group LLC | 0.00% | Reduce -21.7% | 1,261 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +43.3% | 1,201 | $32K |
| Arax Advisory Partners | 0.00% | Add +557.7% | 1,105 | $29K |
| Signaturefd, LLC | 0.00% | Reduce -19.3% | 1,040 | $28K |
| GAMMA Investing LLC | 0.00% | Reduce -18.2% | 727 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 700 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -45.7% | 694 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 672 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.5% | 647 | $17K |
| Optiver Holding B.V. | 0.00% | Add +52.2% | 624 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 570 | $15K |
| Kemnay Advisory Services Inc. | 0.00% | New | 544 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +71.3% | 514 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 500 | $13K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.0% | 490 | $13K |
| Allworth Financial LP | 0.00% | Reduce -43.3% | 434 | $12K |
| Private Trust Co. NA | 0.00% | No change | 430 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +153.1% | 405 | $11K |
| Atwood & Palmer Inc. | 0.00% | No change | 392 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 370 | $10K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.2% | 352 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.5% | 344 | $9K |
| Rothschild Investment LLC | 0.00% | Add +16.6% | 337 | $9K |
| Los Angeles Capital Management LLC | 0.00% | No change | 317 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 312 | $8K |
| Essential Partners LLC | 0.00% | Reduce -36.6% | 298 | $8K |
| J.Safra Asset Management Corp | 0.00% | Add +160.8% | 253 | $7K |
| Stone House Investment Management, LLC | 0.00% | New | 195 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 172 | $5K |
| Bare Financial Services, Inc | 0.00% | Reduce -11.5% | 169 | $4K |
| Huntington National Bank | 0.00% | No change | 148 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 119 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 100 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -2.2% | 89 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 78 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 64 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 60 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 58 | $2K |
| Covestor Ltd | 0.00% | Add +416.7% | 31 | $1K |
| Kilter Group LLC | 0.00% | No change | 32 | $851 |
| CoreCap Advisors, LLC | 0.00% | Add +29.2% | 31 | $824 |
| SJS Investment Consulting Inc. | 0.00% | New | 28 | $745 |
| Park Place Capital Corp | 0.00% | No change | 27 | $718 |
| Smartleaf Asset Management LLC | 0.00% | No change | 27 | $709 |
| Torren Management, LLC | 0.00% | No change | 21 | $558 |
| Bogart Wealth, LLC | 0.00% | New | 20 | $532 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 19 | $505 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 16 | $425 |
| SBI Securities Co., Ltd. | 0.00% | Add +33.3% | 4 | $106 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $53 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is BWIN's weight in each manager's 13F, not the share of Baldwin Insurance Group Inc./ the manager owns.