Baldwin Insurance Group, Inc. (BWIN) — Institutional Holders, Q2 2026 (page 3)
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 201 to 229. 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 201–229 of 229
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | LOS ANGELES CAPITAL MANAGEMENT#201 · 317 sh | 317 | $8.4K | 0.00% | 0.0% |
| 202 | Silver Grove Financial Group#202 · 312 sh | 312 | $8.3K | <0.01% | New |
| 203 | Essential Partners#203 · 298 sh | 298 | $7.9K | — | -36.6% |
| 204 | J.Safra Asset Management#204 · 253 sh | 253 | $6.7K | <0.01% | +160.8% |
| 205 | Stone House Investment Management#205 · 195 sh | 195 | $5.2K | — | New |
| 206 | Fortitude Family Office#206 · 172 sh | 172 | $4.6K | — | New |
| 207 | Bare Financial Services#207 · 169 sh | 169 | $4.5K | <0.01% | -11.5% |
| 208 | HUNTINGTON NATIONAL BANK#208 · 148 sh | 148 | $3.9K | 0.00% | 0.0% |
| 209 | WHITTIER OF NEVADA#209 · 119 sh | 119 | $3.2K | <0.01% | 0.0% |
| 210 | Fulcrum Asset Management LLP#210 · 100 sh | 100 | $2.6K | <0.01% | New |
| 211 | Keating Financial Advisory Services#211 · 89 sh | 89 | $2.4K | <0.01% | -2.2% |
| 212 | Clearstead Advisors#212 · 78 sh | 78 | $2.1K | 0.00% | New |
| 213 | Global Retirement Partners#213 · 64 sh | 64 | $1.7K | 0.00% | — |
| 214 | Cape Investment Advisory#214 · 60 sh | 60 | $1.6K | — | New |
| 215 | Investors Portfolio Services#215 · 58 sh | 58 | $1.5K | <0.01% | 0.0% |
| 216 | Covestor Ltd#216 · 31 sh | 31 | $1.0K | <0.01% | +416.7% |
| 217 | Kilter Group#217 · 32 sh | 32 | $851.00 | <0.01% | 0.0% |
| 218 | CoreCap Advisors#218 · 31 sh | 31 | $824.00 | — | +29.2% |
| 219 | SJS Investment Consulting#219 · 28 sh | 28 | $745.00 | — | New |
| 220 | Park Place Capital#220 · 27 sh | 27 | $718.00 | <0.01% | 0.0% |
| 221 | Smartleaf Asset Management#221 · 27 sh | 27 | $709.00 | 0.00% | 0.0% |
| 222 | Torren Management#222 · 21 sh | 21 | $558.00 | <0.01% | 0.0% |
| 223 | Bogart Wealth#223 · 20 sh | 20 | $532.00 | 0.00% | New |
| 224 | Bruce G. Allen Investments#224 · 19 sh | 19 | $505.00 | <0.01% | 0.0% |
| 225 | Pinnacle Wealth Planning Services#225 · 16 sh | 16 | $425.00 | 0.00% | 0.0% |
| 226 | SBI Securities , Ltd.#226 · 4 sh | 4 | $106.00 | — | +33.3% |
| 227 | Hughes Financial Services#227 · 2 sh | 2 | $53.00 | 0.00% | +100.0% |
| 228 | Dunhill Financial#228 · 1 sh | 1 | $47.00 | 0.00% | 0.0% |
| 229 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#229 · 88,806 sh | 88,806 | — | — | -9.3% |
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.