Who Holds Baldwin Insurance Group, Inc. (BWIN)? 227 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 227 holders, $2.3 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| FMR LLC | 14,752,216 | $392 million | +6% | 13F |
| BlackRock, Inc. | 7,251,950 | $193 million | +9% | 13F |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6,732,965 | $179 million | -1% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,262,912 | $87 million | -6% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,166,381 | $84 million | -9% | 13F |
| Bank of New York Mellon Corp | 3,077,351 | $82 million | -21% | 13F |
| BAMCO INC /NY/ | 2,712,386 | $72 million | +0% | 13F |
| STATE STREET CORP | 2,665,874 | $71 million | +8% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 2,339,453 | $62 million | +9% | 13F |
| MORGAN STANLEY | 2,277,033 | $61 million | +26% | 13F |
| Woodline Partners LP | 2,264,135 | $60 million | +362% | 13F |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,097,658 | $56 million | +90% | 13F |
| WESTWOOD HOLDINGS GROUP INC | 1,938,370 | $52 million | -25% | 13F |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,912,711 | $51 million | -3% | 13F |
| Capital International Investors | 1,690,697 | $45 million | +3% | 13F |
| UBS Group AG | 1,641,349 | $44 million | +30% | 13F |
| Annis Gardner Whiting Capital Advisors, LLC | 1,582,587 | $42 million | -8% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 1,346,168 | $36 million | +1% | 13F |
| Capital Research Global Investors | 1,308,203 | $35 million | -15% | 13F |
| Boston Partners | 1,192,820 | $32 million | +54% | 13F |
| BANK OF AMERICA CORP /DE/ | 1,184,085 | $31 million | +40% | 13F |
| Point72 Asset Management, L.P. | 1,038,190 | $28 million | +132% | 13F |
| Champlain Investment Partners, LLC | 863,038 | $23 million | -17% | 13F |
| NORTHERN TRUST CORP | 810,264 | $22 million | +8% | 13F |
| Bridgewater Advisors Inc. | 728,743 | $21 million | New | 13F |
| Fenimore Asset Management Inc | 795,434 | $21 million | +13% | 13F |
| Venator Management LLC | 773,345 | $21 million | +0% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 723,413 | $19 million | +7% | 13F |
| MetLife Investment Management, LLC | 692,797 | $18 million | -26% | 13F |
| GOLDMAN SACHS GROUP INC | 673,005 | $18 million | -1% | 13F |
| ROYAL BANK OF CANADA | 651,487 | $17 million | -16% | 13F |
| KENNEDY CAPITAL MANAGEMENT LLC | 612,135 | $16 million | -5% | 13F |
| Fiera Capital Corp | 596,374 | $16 million | -43% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 581,482 | $15 million | +3% | 13F |
| Aristotle Capital Boston, LLC | 568,427 | $15 million | -17% | 13F |
| 1776 Wealth LLC | 537,410 | $14 million | +50% | 13F |
| SEI INVESTMENTS CO | 446,679 | $12 million | -2% | 13F |
| BECK MACK & OLIVER LLC | 438,020 | $12 million | +3% | 13F |
| JPMORGAN CHASE & CO | 410,190 | $11 million | -3% | 13F |
| CIBC Bancorp USA Inc. | 405,426 | $11 million | +0% | 13F |
| Nuveen, LLC | 392,561 | $10 million | +45% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 364,353 | $10 million | -48% | 13F |
| Tributary Capital Management, LLC | 357,734 | $10 million | -3% | 13F |
| Jupiter Topco LLC | 329,652 | $9 million | New | 13F |
| Freestone Grove Partners LP | 327,679 | $9 million | New | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | 325,131 | $9 million | -12% | 13F |
| EQUITABLE TRUST CO | 282,998 | $8 million | +0% | 13F |
| PEREGRINE CAPITAL MANAGEMENT LLC | 245,502 | $7 million | -8% | 13F |
| MAI Capital Management | 221,435 | $6 million | 0% | 13F |
| WELLS FARGO & COMPANY/MN | 197,936 | $5 million | +41% | 13F |
| FIFTH THIRD BANCORP | 185,553 | $5 million | +134% | 13F |
| NICHOLAS COMPANY, INC. | 184,180 | $5 million | +0% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 183,854 | $5 million | -6% | 13F |
| PALISADE CAPITAL MANAGEMENT, LP | 173,017 | $5 million | -52% | 13F |
| Lighthouse Investment Partners, LLC | 171,922 | $5 million | New | 13F |
| Man Group plc | 166,028 | $4 million | -69% | 13F |
| Swiss National Bank | 155,500 | $4 million | +11% | 13F |
| Balyasny Asset Management L.P. | 153,172 | $4 million | New | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 144,486 | $4 million | 0% | 13F |
| Rockefeller Capital Management L.P. | 129,339 | $3 million | -4% | 13F |
| RHUMBLINE ADVISERS | 120,032 | $3 million | +16% | 13F |
| DEUTSCHE BANK AG\ | 105,609 | $3 million | +32% | 13F |
| Madison Asset Management, LLC | 103,470 | $3 million | +0% | 13F |
| HB Wealth Management, LLC | 103,226 | $3 million | +39% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 94,048 | $2 million | +13% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 89,248 | $2 million | -14% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 88,806 | $2 million | -9% | 13F |
| ALLIANCEBERNSTEIN L.P. | 106,200 | $2 million | 0% | 13F |
| Pathway Financial Advisors LLC | 76,394 | $2 million | -41% | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,163 | $2 million | +12% | 13F |
| BROWN BROTHERS HARRIMAN & CO | 80,665 | $2 million | +0% | 13F |
| Invesco Ltd. | 80,591 | $2 million | +15% | 13F |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 77,621 | $2 million | -88% | 13F |
| Laird Norton Wetherby Trust Company, LLC | 74,998 | $2 million | +0% | 13F |
| CITADEL ADVISORS LLC | 73,992 | $2 million | New | 13F |
| Summit Creek Advisors LLC | 66,487 | $2 million | -50% | 13F |
| Legal & General Group Plc | 64,269 | $2 million | +13% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 63,518 | $2 million | -37% | 13F |
| FIRST TRUST ADVISORS LP | 62,929 | $2 million | New | 13F |
| NOMURA HOLDINGS INC | 60,920 | $2 million | -96% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 56,002 | $1 million | +21% | 13F |
| CITIGROUP INC | 54,526 | $1 million | +220% | 13F |
| HighTower Advisors, LLC | 51,102 | $1 million | -45% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 50,046 | $1 million | +22% | 13F |
| SAPIENT CAPITAL LLC | 50,000 | $1 million | +0% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 49,618 | $1 million | -16% | 13F |
| Russell Investments Group, Ltd. | 48,039 | $1 million | -19% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 45,171 | $1 million | +1% | 13F |
| RAYMOND JAMES FINANCIAL INC | 44,575 | $1 million | +173% | 13F |
| Quantinno Capital Management LP | 42,392 | $1 million | +299% | 13F |
| Creative Planning | 40,498 | $1 million | -27% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,293 | $1 million | +2% | 13F |
| Orion Porfolio Solutions, LLC | 38,563 | $1 million | +60% | 13F |
| Cerity Partners LLC | 37,144 | $987,290 | New | 13F |
| Bleakley Financial Group, LLC | 36,470 | $969,373 | New | 13F |
| Washington Trust Bank | 36,217 | $962,648 | +0% | 13F |
| CIBC WORLD MARKET INC. | 36,000 | $956,880 | New | 13F |
| Quadrant Private Wealth Management, LLC | 34,686 | $921,965 | -45% | 13F |
| NATIXIS | 34,000 | $903,720 | +0% | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,739 | $870,203 | +0% | 13F |
Questions and answers
- How many institutions hold Baldwin Insurance Group, Inc.?
- 227 managers reported Baldwin Insurance Group, Inc. on Form 13F for the quarter ended 30 June 2026, against 218 the quarter before.
- Who is the largest institutional holder of Baldwin Insurance Group, Inc.?
- FMR LLC, with 14,752,216 shares worth $392 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Baldwin Insurance Group, Inc. in Q2 2026?
- 39 managers reported a new position and 30 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Baldwin Insurance Group, Inc., Q2 2026", https://app.tamarly.ai/holders/baldwin-insurance, built from SEC EDGAR.
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