Baldwin Insurance Group, Inc. (BWIN) — Institutional Holders, Q2 2026
229 institutional investment managers reported a BWIN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWIN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Woodline PartnersAdded · +1,774,195 sh+$47.2M
- FRONTIER CAPITAL MANAGEMENTAdded · +995,206 sh+$26.5M
- FMRAdded · +798,154 sh+$21.2M
- Bridgewater AdvisorsNew · +728,743 sh+$19.4M
- BlackRockAdded · +600,650 sh+$16.0M
Biggest sellers
- NOMURATrimmed · -1,482,098 sh-$39.4M
- Artisan Partners Limited PartnershipSold out · -1,217,970 sh-$32.4M
- AMERICAN CENTURY COMPANIESSold out · -1,028,729 sh-$27.3M
- Bank of New York MellonTrimmed · -840,736 sh-$22.3M
- WESTWOOD GROUPTrimmed · -638,826 sh-$17.0M
BWIN 13F holders ranked 1–100 of 229
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FMR#1 · 14,752,216 sh | 14,752,216 | $392.1M | 0.02% | +5.7% |
| 2 | BlackRock#2 · 7,251,950 sh | 7,251,950 | $192.8M | <0.01% | +9.0% |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT#3 · 6,732,965 sh | 6,732,965 | $179.0M | 0.54% | -0.9% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 3,262,912 sh | 3,262,912 | $86.7M | <0.01% | -6.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 3,166,381 sh | 3,166,381 | $84.2M | <0.01% | -8.6% |
| 6 | Bank of New York Mellon#6 · 3,077,351 sh | 3,077,351 | $81.8M | 0.01% | -21.5% |
| 7 | BAMCO#7 · 2,712,386 sh | 2,712,386 | $72.1M | 0.11% | +0.1% |
| 8 | STATE STREET#8 · 2,665,874 sh | 2,665,874 | $70.8M | <0.01% | +7.8% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 2,339,453 sh | 2,339,453 | $62.2M | <0.01% | +8.8% |
| 10 | MORGAN STANLEY#10 · 2,277,033 sh | 2,277,033 | $60.5M | <0.01% | +26.3% |
| 11 | Woodline Partners#11 · 2,264,135 sh | 2,264,135 | $60.2M | 0.19% | +362.1% |
| 12 | FRONTIER CAPITAL MANAGEMENT#12 · 2,097,658 sh | 2,097,658 | $55.8M | 0.52% | +90.3% |
| 13 | T. Rowe Price Investment Management#13 · 2,010,989 sh | 2,010,989 | $53.5M | 0.04% | +27.9% |
| 14 | WESTWOOD GROUP#14 · 1,938,370 sh | 1,938,370 | $51.5M | 0.39% | -24.8% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL#15 · 1,912,711 sh | 1,912,711 | $50.8M | 0.08% | -3.4% |
| 16 | Capital International Investors#16 · 1,690,697 sh | 1,690,697 | $44.9M | <0.01% | +2.9% |
| 17 | UBS Group AG#17 · 1,641,349 sh | 1,641,349 | $43.6M | <0.01% | +29.6% |
| 18 | Annis Gardner Whiting Capital Advisors#18 · 1,582,587 sh | 1,582,587 | $42.1M | 6.31% | -7.9% |
| 19 | DIMENSIONAL FUND ADVISORS#19 · 1,346,168 sh | 1,346,168 | $35.8M | <0.01% | +0.9% |
| 20 | Capital Research Global Investors#20 · 1,308,203 sh | 1,308,203 | $34.8M | <0.01% | -15.2% |
| 21 | Boston Partners#21 · 1,192,820 sh | 1,192,820 | $31.7M | 0.03% | +54.4% |
| 22 | BANK OF AMERICA#22 · 1,184,085 sh | 1,184,085 | $31.5M | <0.01% | +39.6% |
| 23 | Point72 Asset Management, L.P.#23 · 1,038,190 sh | 1,038,190 | $27.6M | 0.03% | +132.3% |
| 24 | Champlain Investment Partners#24 · 863,038 sh | 863,038 | $22.9M | 0.59% | -16.6% |
| 25 | NORTHERN#25 · 810,264 sh | 810,264 | $21.5M | <0.01% | +7.8% |
| 26 | Bridgewater Advisors#26 · 728,743 sh | 728,743 | $21.5M | 1.17% | New |
| 27 | FENIMORE ASSET MANAGEMENT#27 · 795,434 sh | 795,434 | $21.1M | — | +13.1% |
| 28 | Venator Management#28 · 773,345 sh | 773,345 | $20.6M | 4.63% | 0.0% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 723,413 sh | 723,413 | $19.2M | <0.01% | +6.7% |
| 30 | MetLife Investment Management#30 · 692,797 sh | 692,797 | $18.4M | 0.08% | -26.1% |
| 31 | GOLDMAN SACHS GROUP#31 · 673,005 sh | 673,005 | $17.9M | <0.01% | -1.4% |
| 32 | ROYAL BANK OF CANADA#32 · 651,487 sh | 651,487 | $17.3M | <0.01% | -16.3% |
| 33 | KENNEDY CAPITAL MANAGEMENT#33 · 612,135 sh | 612,135 | $16.3M | 0.29% | -4.8% |
| 34 | Fiera Capital#34 · 596,374 sh | 596,374 | $15.9M | 0.06% | -42.9% |
| 35 | VANGUARD FIDUCIARY#35 · 581,482 sh | 581,482 | $15.5M | <0.01% | +3.0% |
| 36 | Aristotle Capital Boston#36 · 568,427 sh | 568,427 | $15.1M | 1.01% | -16.7% |
| 37 | 1776 Wealth#37 · 537,410 sh | 537,410 | $14.3M | 5.03% | +49.6% |
| 38 | SEI INVESTMENTS#38 · 446,679 sh | 446,679 | $11.9M | 0.01% | -2.1% |
| 39 | BECK MACK & OLIVER#39 · 438,020 sh | 438,020 | $11.6M | 0.23% | +2.6% |
| 40 | JPMORGAN CHASE#40 · 410,190 sh | 410,190 | $10.9M | <0.01% | -3.3% |
| 41 | CIBC Bancorp USA#41 · 405,426 sh | 405,426 | $10.8M | 0.01% | +0.1% |
| 42 | Nuveen#42 · 392,561 sh | 392,561 | $10.4M | <0.01% | +45.0% |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND#43 · 364,353 sh | 364,353 | $9.7M | 0.01% | -47.8% |
| 44 | Tributary Capital Management#44 · 357,734 sh | 357,734 | $9.5M | 0.78% | -2.9% |
| 45 | Jupiter Topco#45 · 329,652 sh | 329,652 | $8.8M | <0.01% | — |
| 46 | Freestone Grove Partners#46 · 327,679 sh | 327,679 | $8.7M | 0.06% | New |
| 47 | STATE OF WISCONSIN INVESTMENT BOARD#47 · 325,131 sh | 325,131 | $8.6M | 0.02% | -11.6% |
| 48 | EQUITABLE#48 · 282,998 sh | 282,998 | $7.5M | — | 0.0% |
| 49 | PEREGRINE CAPITAL MANAGEMENT#49 · 245,502 sh | 245,502 | $6.5M | 0.21% | -8.0% |
| 50 | MAI Capital Management#50 · 221,435 sh | 221,435 | $5.9M | 0.02% | 0.0% |
| 51 | WELLS FARGO & COMPANY#51 · 197,936 sh | 197,936 | $5.3M | <0.01% | +40.7% |
| 52 | FIFTH THIRD BANCORP#52 · 185,553 sh | 185,553 | $4.9M | <0.01% | +134.3% |
| 53 | NICHOLAS COMPANY#53 · 184,180 sh | 184,180 | $4.9M | 0.09% | 0.0% |
| 54 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#54 · 183,854 sh | 183,854 | $4.9M | <0.01% | -6.3% |
| 55 | PALISADE CAPITAL MANAGEMENT#55 · 173,017 sh | 173,017 | $4.6M | 0.20% | -52.4% |
| 56 | Gillson Capital#56 · 172,991 sh | 172,991 | $4.6M | 0.27% | New |
| 57 | Lighthouse Investment Partners#57 · 171,922 sh | 171,922 | $4.6M | 0.12% | New |
| 58 | Man Group plc#58 · 166,028 sh | 166,028 | $4.4M | <0.01% | -69.1% |
| 59 | Swiss National Bank#59 · 155,500 sh | 155,500 | $4.1M | <0.01% | +10.5% |
| 60 | BALYASNY ASSET MANAGEMENT L.P.#60 · 153,172 sh | 153,172 | $4.1M | <0.01% | New |
| 61 | SMITH CHAS P & ASSOCIATES PA CPAS#61 · 150,183 sh | 150,183 | $4.0M | — | 0.0% |
| 62 | ENVESTNET ASSET MANAGEMENT#62 · 144,486 sh | 144,486 | $3.8M | <0.01% | -0.3% |
| 63 | Rockefeller Capital Management L.P.#63 · 129,339 sh | 129,339 | $3.4M | <0.01% | -3.8% |
| 64 | PRICE T ROWE ASSOCIATES#64 · 125,590 sh | 125,590 | $3.3M | <0.01% | -41.8% |
| 65 | RHUMBLINE ADVISERS#65 · 120,032 sh | 120,032 | $3.2M | <0.01% | +16.0% |
| 66 | DEUTSCHE BANK AG\#66 · 105,609 sh | 105,609 | $2.8M | <0.01% | +32.4% |
| 67 | Madison Asset Management#67 · 103,470 sh | 103,470 | $2.8M | 0.03% | +0.1% |
| 68 | HB Wealth Management#68 · 103,226 sh | 103,226 | $2.7M | — | +38.6% |
| 69 | WEALTH ENHANCEMENT ADVISORY SERVICES#69 · 94,048 sh | 94,048 | $2.5M | — | +12.6% |
| 70 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#70 · 89,248 sh | 89,248 | $2.4M | <0.01% | -13.8% |
| 71 | ALLIANCEBERNSTEIN L.P.#71 · 106,200 sh | 106,200 | $2.3M | <0.01% | 0.0% |
| 72 | Pathway Financial Advisors#72 · 76,394 sh | 76,394 | $2.2M | — | -40.7% |
| 73 | Universal- Beteiligungs- und Servicegesellschaft mbH#73 · 81,163 sh | 81,163 | $2.2M | <0.01% | +12.1% |
| 74 | BROWN BROTHERS HARRIMAN#74 · 80,665 sh | 80,665 | $2.1M | <0.01% | 0.0% |
| 75 | Invesco Ltd.#75 · 80,591 sh | 80,591 | $2.1M | <0.01% | +15.0% |
| 76 | CONFLUENCE INVESTMENT MANAGEMENT#76 · 77,621 sh | 77,621 | $2.1M | — | -87.8% |
| 77 | Laird Norton Wetherby Company#77 · 74,998 sh | 74,998 | $2.0M | 0.04% | +0.1% |
| 78 | CITADEL ADVISORS#78 · 73,992 sh | 73,992 | $2.0M | <0.01% | New |
| 79 | Summit Creek Advisors#79 · 66,487 sh | 66,487 | $1.8M | 0.60% | -50.4% |
| 80 | Legal & General Group Plc#80 · 64,269 sh | 64,269 | $1.7M | <0.01% | +13.2% |
| 81 | AQR CAPITAL MANAGEMENT#81 · 63,518 sh | 63,518 | $1.7M | <0.01% | -36.5% |
| 82 | FIRST ADVISORS#82 · 62,929 sh | 62,929 | $1.7M | <0.01% | New |
| 83 | NOMURA#83 · 60,920 sh | 60,920 | $1.6M | <0.01% | -96.1% |
| 84 | VANGUARD ASSET MANAGEMENT, Ltd#84 · 56,002 sh | 56,002 | $1.5M | <0.01% | +21.3% |
| 85 | CITIGROUP#85 · 54,526 sh | 54,526 | $1.4M | <0.01% | +219.6% |
| 86 | CSM Advisors#86 · 51,388 sh | 51,388 | $1.4M | 0.03% | New |
| 87 | HighTower Advisors#87 · 51,102 sh | 51,102 | $1.4M | <0.01% | -45.1% |
| 88 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#88 · 50,046 sh | 50,046 | $1.3M | <0.01% | +22.5% |
| 89 | SAPIENT CAPITAL#89 · 50,000 sh | 50,000 | $1.3M | — | 0.0% |
| 90 | CAPTRUST FINANCIAL ADVISORS#90 · 49,618 sh | 49,618 | $1.3M | <0.01% | -16.0% |
| 91 | Russell Investments Group, Ltd.#91 · 48,039 sh | 48,039 | $1.3M | <0.01% | -18.9% |
| 92 | MIRAE ASSET GLOBAL ETFS Ltd.#92 · 45,171 sh | 45,171 | $1.2M | <0.01% | +0.6% |
| 93 | RAYMOND JAMES FINANCIAL#93 · 44,575 sh | 44,575 | $1.2M | <0.01% | +173.0% |
| 94 | Quantinno Capital Management#94 · 42,392 sh | 42,392 | $1.1M | <0.01% | +299.3% |
| 95 | Creative Planning#95 · 40,498 sh | 40,498 | $1.1M | <0.01% | -26.7% |
| 96 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#96 · 39,293 sh | 39,293 | $1.0M | <0.01% | +1.8% |
| 97 | Orion Porfolio Solutions#97 · 38,563 sh | 38,563 | $1.0M | <0.01% | +60.0% |
| 98 | Cerity Partners#98 · 37,144 sh | 37,144 | $987.3K | <0.01% | New |
| 99 | Bleakley Financial Group#99 · 36,470 sh | 36,470 | $969.4K | 0.01% | New |
| 100 | WASHINGTON BANK#100 · 36,217 sh | 36,217 | $962.6K | 0.07% | 0.0% |
Funds that sold out of BWIN in Q2 2026 (25)
Held BWIN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Artisan Partners Limited Partnership1,217,970 sh | 1,217,970 | $26.7M |
| AMERICAN CENTURY COMPANIES1,028,729 sh | 1,028,729 | $22.6M |
| XTX Topco Ltd122,105 sh | 122,105 | $2.7M |
| KORNITZER CAPITAL MANAGEMENT98,480 sh | 98,480 | $2.2M |
| Campbell & Investment Adviser90,230 sh | 90,230 | $2.0M |
| LEUCADIA NATIONAL48,258 sh | 48,258 | $1.1M |
| SummitTX Capital, L.P.43,124 sh | 43,124 | $946.1K |
| PANAGORA ASSET MANAGEMENT26,783 sh | 26,783 | $587.6K |
| Advisory Services Network26,415 sh | 26,415 | $579.5K |
| Numerai GP23,664 sh | 23,664 | $519.2K |
| Holocene Advisors16,446 sh | 16,446 | $360.8K |
| Centiva Capital15,879 sh | 15,879 | $348.4K |
| Brevan Howard Capital Management15,379 sh | 15,379 | $337.4K |
| Scientech Research11,079 sh | 11,079 | $243.1K |
| Waverly Advisors10,914 sh | 10,914 | $239.5K |
| Gotham Asset Management10,392 sh | 10,392 | $228.0K |
| BESSEMER GROUP10,280 sh | 10,280 | $226.0K |
| QUADRANT CAPITAL GROUP38 sh | 38 | $49.4K |
| Wealth Preservation Advisors1,931 sh | 1,931 | $42.4K |
| Aster Capital Management (DIFC) Ltd245 sh | 245 | $10.9K |
| Federation des caisses Desjardins du Quebec124 sh | 124 | $2.7K |
| SIMPLEX TRADING48 sh | 48 | $1.1K |
| MassMutual Private Wealth & , FSB41 sh | 41 | $900.00 |
| Root Financial Partners31 sh | 31 | $680.00 |
| Ronald Blue6 sh | 6 | $132.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.