Ficha del valor · trimestre archivado
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
79Tenedores rastreados
+1Δ titulares
54.12MAcciones mantenidas
$1.30BValor declarado
+3Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.3% ·
flujo de acciones -3.0% ·
nuevas posiciones netas +1.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 10.80M | +0.4% | $259.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (pasivo) | 6.85M | +4.4% | $164.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasivo) | 5.32M | +2.9% | $127.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 4 | Capital International Investors | 3.62M | — | $86.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Capital Research Global Investors | 3.02M | — | $72.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bamco Inc /Ny/ | 3.01M | — | $72.34M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.87M | — | $69.06M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 8 | State Street Global Advisors ✦ (pasivo) | 2.13M | +0.7% | $51.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Nomura Asset Management… | 1.86M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 1.74M | +1.7% | $41.77M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 1.32M | -56.3% | $31.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 12 | Dimensional Fund Advisors Lp | 1.14M | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | American Century Companies Inc | 993.08K | — | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 901.17K | — | $21.66M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Janus Henderson Group Plc | 783.28K | — | $18.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | UBS Group AG | 686.32K | — | $16.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Charles Schwab Investment… | 599.43K | — | $14.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 588.58K | — | $14.14M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Bank Of America Corp /De/ | 558.53K | — | $13.42M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Morgan Stanley ✦ | 522.96K | +132.6% | $12.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 21 | State Of Wisconsin Investment Board | 387.48K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 379.65K | +49.9% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Sei Investments Co | 344.53K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Balyasny Asset Management L.P. | 301.58K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 269.84K | Nuevo | $6.48M | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 242.89K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | New York State Common Retirement… | 219.81K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 190.56K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 29 | Wells Fargo & Company/Mn | 179.91K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | T. Rowe Price ✦ | 154.13K | +143.0% | $3.71M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 31 | Wealth Enhancement Advisory… | 138.62K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 140.70K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 120.62K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 118.98K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 111.31K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Point72 Asset Management ✦ | 109.35K | -2.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 99.03K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Marshall Wace ✦ | 87.01K | Nuevo | $2.09M | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Rhumbline Advisers | 86.15K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 82.14K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Legal & General Group Plc | 71.97K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | California State Teachers… | 68.12K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 67.96K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | LPL Financial LLC | 66.45K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Holocene Advisors, LP | 63.24K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 61.41K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 47 | Deutsche Bank Ag\ | 59.95K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Universal- Beteiligungs- und… | 59.53K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Boston Partners | 48.08K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Captrust Financial Advisors | 43.08K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Zurcher Kantonalbank (Zurich… | 41.34K | — | $993,376 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Raymond James Financial Inc | 34.22K | — | $822,379 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 33.14K | — | $796,306 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 32.74K | — | $787,174 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Manufacturers Life Insurance… | 31.70K | — | $761,679 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Creative Planning | 27.64K | — | $664,189 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 26.66K | — | $640,688 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 26.09K | — | $626,871 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Blair William & Co/Il | 23.36K | — | $561,269 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Stifel Financial Corp | 22.97K | — | $551,905 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | State Board Of Administration Of… | 17.20K | — | $413,292 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | ProShare Advisors LLC | 13.04K | — | $313,472 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 12.76K | Nuevo | $306,503 | 0.0% | New | 1 | SEC ↗ ×4 |
| 64 | Voya Investment Management Llc | 12.74K | — | $306,214 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Lido Advisors, LLC | 10.10K | — | $284,865 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 11.26K | — | $270,506 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Pictet Asset Management Holding SA | 11.17K | — | $268,319 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Millennium Management ✦ | 10.75K | -80.8% | $258,371 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | Ameriprise Financial Inc | 8.89K | — | $213,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Ensign Peak Advisors, Inc | 5.50K | — | $132,117 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Us Bancorp \De\ | 4.27K | — | $102,584 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Citigroup Inc | 3.90K | — | $93,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Pnc Financial Services Group, Inc. | 2.19K | — | $52,650 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 74 | Jones Financial Companies Lllp | 1.30K | — | $31,239 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | BNP Paribas Asset Management… | 1.16K | — | $28,000 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 773 | — | $18,576 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Cwm, Llc | 738 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 500 | — | $12,015 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Optiver Holding B.V. | 152 | — | $3,653 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $6.48M | 0.0% |
| Marshall Wace | $2.09M | 0.0% |
| AQR Capital Management | $306,503 | 0.0% |
Posición cerrada
| Capital World Investors | $35.54M | era 0.0% |
| D. E. Shaw & Co. | $1.17M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 216 tenedores, 90.04M acciones, $1.93B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Oct 07
SC 13G/A — FMR LLC
Sep 25
SC 13G — GLAZER CAPITAL, LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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