Baldwin Insurance Group, Inc. (BWIN) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWIN 13F holders ranked 101–200 of 229
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | CIBC WORLD MARKET#101 · 36,000 sh | 36,000 | $956.9K | <0.01% | New |
| 102 | SG Americas Securities#102 · 34,725 sh | 34,725 | $923.0K | <0.01% | +125.7% |
| 103 | Quadrant Private Wealth Management#103 · 34,686 sh | 34,686 | $922.0K | 0.21% | -44.7% |
| 104 | NATIXIS#104 · 34,000 sh | 34,000 | $903.7K | <0.01% | 0.0% |
| 105 | Zurcher Kantonalbank (Zurich Cantonalbank)#105 · 32,739 sh | 32,739 | $870.2K | <0.01% | 0.0% |
| 106 | Jain Global#106 · 32,371 sh | 32,371 | $860.4K | <0.01% | New |
| 107 | Cambridge Investment Research Advisors#107 · 30,823 sh | 30,823 | $819.0K | <0.01% | -1.2% |
| 108 | Vanguard Global Advisers#108 · 30,014 sh | 30,014 | $797.8K | <0.01% | -6.2% |
| 109 | Aptus Capital Advisors#109 · 29,632 sh | 29,632 | $787.6K | <0.01% | +0.1% |
| 110 | Sunburst Financial Group#110 · 29,281 sh | 29,281 | $778.3K | — | 0.0% |
| 111 | Police & Firemen's Retirement System of New Jersey#111 · 28,930 sh | 28,930 | $769.0K | <0.01% | +11.9% |
| 112 | Weiss Asset Management#112 · 27,680 sh | 27,680 | $735.7K | <0.01% | New |
| 113 | HARBOR CAPITAL ADVISORS#113 · 27,325 sh | 27,325 | $726.0K | — | -7.2% |
| 114 | Red Door Wealth Management#114 · 27,000 sh | 27,000 | $717.7K | 0.07% | 0.0% |
| 115 | ENTREWEALTH#115 · 24,868 sh | 24,868 | $711.2K | — | -33.4% |
| 116 | Diversified#116 · 26,734 sh | 26,734 | $710.6K | 0.01% | -20.2% |
| 117 | Americana Partners#117 · 24,156 sh | 24,156 | $642.1K | 0.01% | 0.0% |
| 118 | ALLSTATE#118 · 23,998 sh | 23,998 | $637.9K | <0.01% | New |
| 119 | ASSETMARK#119 · 22,816 sh | 22,816 | $606.4K | — | -13.2% |
| 120 | Empower Advisory Group#120 · 22,806 sh | 22,806 | $606.2K | <0.01% | 0.0% |
| 121 | LPL Financial#121 · 22,693 sh | 22,693 | $603.2K | <0.01% | -53.1% |
| 122 | Handelsbanken Fonder AB#122 · 21,700 sh | 21,700 | $577.0K | <0.01% | 0.0% |
| 123 | Arizona State Retirement System#123 · 21,377 sh | 21,377 | $568.2K | <0.01% | +8.5% |
| 124 | Mariner#124 · 21,341 sh | 21,341 | $567.2K | <0.01% | -49.6% |
| 125 | STIFEL FINANCIAL#125 · 20,422 sh | 20,422 | $542.8K | <0.01% | -23.3% |
| 126 | BLAIR WILLIAM#126 · 19,152 sh | 19,152 | $509.1K | <0.01% | -12.8% |
| 127 | VOYA INVESTMENT MANAGEMENT#127 · 18,729 sh | 18,729 | $497.8K | <0.01% | +17.2% |
| 128 | Vanguard Investments Australia, Ltd.#128 · 17,894 sh | 17,894 | $475.6K | <0.01% | 0.0% |
| 129 | IMC-Chicago#129 · 17,698 sh | 17,698 | $470.4K | <0.01% | New |
| 130 | KLP KAPITALFORVALTNING AS#130 · 17,600 sh | 17,600 | $467.8K | <0.01% | +15.0% |
| 131 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#131 · 17,199 sh | 17,199 | $457.1K | <0.01% | 0.0% |
| 132 | INTECH INVESTMENT MANAGEMENT#132 · 17,177 sh | 17,177 | $456.6K | <0.01% | -8.5% |
| 133 | MARSHALL WACE, LLP#133 · 16,750 sh | 16,750 | $445.2K | <0.01% | New |
| 134 | Cornerstone Wealth Group#134 · 16,709 sh | 16,709 | $444.1K | 0.03% | -0.1% |
| 135 | BARCLAYS PLC#135 · 16,341 sh | 16,341 | $434.3K | <0.01% | -31.0% |
| 136 | Dockside#136 · 16,220 sh | 16,220 | $431.1K | 0.10% | New |
| 137 | PRUDENTIAL FINANCIAL#137 · 16,140 sh | 16,140 | $429.0K | <0.01% | +8.4% |
| 138 | Corient Private Wealth#138 · 16,129 sh | 16,129 | $428.7K | <0.01% | -96.8% |
| 139 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#139 · 15,004 sh | 15,004 | $398.8K | 0.02% | -43.3% |
| 140 | AMERIPRISE FINANCIAL#140 · 13,045 sh | 13,045 | $346.7K | <0.01% | +8.8% |
| 141 | JONES FINANCIAL COMPANIES LLLP#141 · 13,045 sh | 13,045 | $342.0K | <0.01% | -24.3% |
| 142 | ProShare Advisors#142 · 12,841 sh | 12,841 | $341.3K | <0.01% | -7.5% |
| 143 | NATIXIS ADVISORS#143 · 12,683 sh | 12,683 | $337.0K | <0.01% | -27.4% |
| 144 | FIRST NATIONAL BANK OF OMAHA#144 · 11,918 sh | 11,918 | $316.8K | <0.01% | +0.4% |
| 145 | Pictet Asset Management Holding SA#145 · 11,166 sh | 11,166 | $296.8K | <0.01% | 0.0% |
| 146 | VICTORY CAPITAL MANAGEMENT#146 · 10,813 sh | 10,813 | $287.4K | <0.01% | -0.1% |
| 147 | Lido Advisors#147 · 10,033 sh | 10,033 | $266.7K | <0.01% | +0.1% |
| 148 | Aurdan Capital Management#148 · 9,700 sh | 9,700 | $257.8K | 0.07% | 0.0% |
| 149 | XPONANCE#149 · 9,668 sh | 9,668 | $257.0K | <0.01% | New |
| 150 | MILLENNIUM MANAGEMENT#150 · 9,662 sh | 9,662 | $256.8K | <0.01% | New |
| 151 | Cloud Capital Management#151 · 9,508 sh | 9,508 | $252.0K | 0.09% | +0.1% |
| 152 | Core Wealth Advisors#152 · 9,424 sh | 9,424 | $250.5K | 0.05% | 0.0% |
| 153 | Cetera Company, N.A#153 · 8,950 sh | 8,950 | $237.9K | 0.12% | +10.9% |
| 154 | Ameritas Investment Partners#154 · 8,902 sh | 8,902 | $236.6K | <0.01% | +13.6% |
| 155 | PNC FINANCIAL SERVICES GROUP#155 · 8,851 sh | 8,851 | $235.3K | <0.01% | -0.8% |
| 156 | KING LUTHER CAPITAL MANAGEMENT#156 · 8,500 sh | 8,500 | $225.9K | <0.01% | New |
| 157 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#157 · 8,429 sh | 8,429 | $224.0K | <0.01% | 0.0% |
| 158 | Walleye Capital#158 · 8,313 sh | 8,313 | $221.0K | <0.01% | New |
| 159 | ZWJ INVESTMENT COUNSEL#159 · 8,300 sh | 8,300 | $220.6K | — | -15.7% |
| 160 | Schonfeld Strategic Advisors#160 · 7,916 sh | 7,916 | $210.4K | <0.01% | New |
| 161 | GREAT WEST LIFE ASSURANCE#161 · 7,510 sh | 7,510 | $199.0K | <0.01% | 0.0% |
| 162 | HHM Wealth Advisors#162 · 6,270 sh | 6,270 | $166.7K | 0.02% | 0.0% |
| 163 | Quantbot Technologies#163 · 6,236 sh | 6,236 | $165.8K | <0.01% | New |
| 164 | Ensign Peak Advisors#164 · 5,498 sh | 5,498 | $146.1K | <0.01% | 0.0% |
| 165 | US BANCORP \DE\#165 · 5,298 sh | 5,298 | $140.8K | <0.01% | +5.3% |
| 166 | KBC Group NV#166 · 4,246 sh | 4,246 | $113.0K | — | 0.0% |
| 167 | Parkside Financial Bank#167 · 4,160 sh | 4,160 | $110.6K | <0.01% | +94.6% |
| 168 | Nykredit A/S#168 · 4,108 sh | 4,108 | $109.2K | <0.01% | — |
| 169 | Tower Research Capital (TRC)#169 · 4,086 sh | 4,086 | $108.6K | <0.01% | -57.7% |
| 170 | Lavaca Capital#170 · 3,800 sh | 3,800 | $101.0K | 0.01% | New |
| 171 | NewEdge Advisors#171 · 3,475 sh | 3,475 | $92.4K | <0.01% | New |
| 172 | IFP Advisors#172 · 2,811 sh | 2,811 | $74.7K | — | -3.6% |
| 173 | GROUP ONE TRADING, L.P.#173 · 2,631 sh | 2,631 | $69.9K | <0.01% | New |
| 174 | OSAIC#174 · 2,087 sh | 2,087 | $55.5K | <0.01% | +181.6% |
| 175 | BNP Paribas Asset Management Holding S.A.#175 · 1,342 sh | 1,342 | $35.7K | 0.00% | -19.5% |
| 176 | Dorato Capital Management#176 · 1,333 sh | 1,333 | $35.3K | — | 0.0% |
| 177 | Larson Financial Group#177 · 1,261 sh | 1,261 | $33.5K | <0.01% | -21.7% |
| 178 | Versant Capital Management#178 · 1,201 sh | 1,201 | $31.9K | — | +43.3% |
| 179 | SRS Capital Advisors#179 · 1,105 sh | 1,105 | $29.4K | <0.01% | +557.7% |
| 180 | SIGNATUREFD#180 · 1,040 sh | 1,040 | $27.6K | — | -19.3% |
| 181 | Integrated Wealth Concepts#181 · 933 sh | 933 | $24.8K | <0.01% | New |
| 182 | GAMMA Investing#182 · 727 sh | 727 | $19.3K | — | -18.2% |
| 183 | MTM Investment Management#183 · 700 sh | 700 | $18.6K | <0.01% | 0.0% |
| 184 | EverSource Wealth Advisors#184 · 694 sh | 694 | $18.4K | <0.01% | -62.6% |
| 185 | ZRC WEALTH MANAGEMENT#185 · 672 sh | 672 | $17.9K | — | 0.0% |
| 186 | NISA INVESTMENT ADVISORS#186 · 647 sh | 647 | $17.2K | — | -0.5% |
| 187 | Optiver Holding B.V.#187 · 624 sh | 624 | $16.6K | 0.00% | +52.2% |
| 188 | Continuum Advisory#188 · 570 sh | 570 | $15.2K | <0.01% | New |
| 189 | Kemnay Advisory Services#189 · 544 sh | 544 | $14.5K | <0.01% | New |
| 190 | Farther Finance Advisors#190 · 514 sh | 514 | $13.6K | — | +71.3% |
| 191 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#191 · 500 sh | 500 | $13.3K | 0.00% | -6.2% |
| 192 | Parallel Advisors#192 · 490 sh | 490 | $13.0K | <0.01% | -3.0% |
| 193 | Allworth Financial#193 · 434 sh | 434 | $11.5K | 0.00% | -43.3% |
| 194 | PRIVATE NA#194 · 430 sh | 430 | $11.4K | — | 0.0% |
| 195 | Owl Creek Wealth Partners#195 · 405 sh | 405 | $10.8K | — | +153.1% |
| 196 | ATWOOD & PALMER#196 · 392 sh | 392 | $10.4K | — | 0.0% |
| 197 | UMB Bank, n.a.#197 · 370 sh | 370 | $9.8K | <0.01% | 0.0% |
| 198 | Caitong International Asset Management , Ltd#198 · 352 sh | 352 | $9.4K | <0.01% | -94.2% |
| 199 | Sterling Capital Management#199 · 344 sh | 344 | $9.1K | — | -44.5% |
| 200 | ROTHSCHILD INVESTMENT#200 · 337 sh | 337 | $9.0K | <0.01% | +16.6% |
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.