BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -24.1% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +4 | 58.54M | $1.56B | +9 | −5 |
| Q1 2026 | 86 | +6 | 60.97M | $1.34B | +10 | −4 |
| Q4 2025 | 79 | +1 | 54.12M | $1.30B | +3 | −2 |
| Q3 2025 | 13 | -1 | 31.36M | $884.62M | +1 | −2 |
| Q2 2025 | 11 | +1 | 25.18M | $1.08B | +1 | — |
| Q1 2025 | 7 | -2 | 4.27M | $191.06M | — | −2 |
| Q4 2024 | 9 | +3 | 4.26M | $165.26M | +3 | — |
| Q3 2024 | 5 | -1 | 1.96M | $97.73M | +1 | −2 |
| Q2 2024 | 6 | — | 2.58M | $91.68M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.55M | +0.6% | $77.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.55M | +0.6% | $77.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 321.47K | -57.9% | $16.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 321.47K | -57.9% | $16.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 40.80K | +20.0% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 40.27K | -12.3% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 9.21K | New | $458,559 | 0.0% | New | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 9.21K | New | $458,559 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $458,559 | 0.0% |
| AQR Capital Management | $458,559 | 0.0% |
Exited
| Citadel Advisors | $4.30M | was 0.0% |
| Millennium Management | $2.81M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 216 holders, 90.04M shares, $1.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.