증권 기록 · 과거 분기 (아카이브)
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
79추적 보유자
+1Δ 보유자
54.12M보유 주식 수
$1.30B보고 가치
+3신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.3% ·
주식 흐름 -3.0% ·
순 신규 포지션 +1.3%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 83.98K | $2.67M | n/a | n/a |
| 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 | n/a |
| Q1 2025 | 7 | -2 | 4.27M | $191.06M | n/a | −2 |
| Q4 2024 | 9 | +3 | 4.26M | $165.26M | +3 | n/a |
| Q3 2024 | 5 | -1 | 1.96M | $97.73M | +1 | −2 |
| Q2 2024 | 6 | n/a | 2.58M | $91.68M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 10.80M | +0.4% | $259.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (패시브) | 6.85M | +4.4% | $164.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (패시브) | 5.32M | +2.9% | $127.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 4 | Capital International Investors | 3.62M | n/a | $86.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Capital Research Global Investors | 3.02M | n/a | $72.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bamco Inc /Ny/ | 3.01M | n/a | $72.34M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.87M | n/a | $69.06M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 8 | State Street Global Advisors ✦ (패시브) | 2.13M | +0.7% | $51.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Nomura Asset Management… | 1.86M | n/a | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (패시브) | 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 | n/a | $27.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | American Century Companies Inc | 993.08K | n/a | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 901.17K | n/a | $21.66M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Janus Henderson Group Plc | 783.28K | n/a | $18.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | UBS Group AG | 686.32K | n/a | $16.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Charles Schwab Investment… | 599.43K | n/a | $14.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 588.58K | n/a | $14.14M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Bank Of America Corp /De/ | 558.53K | n/a | $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 | n/a | $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 | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Balyasny Asset Management L.P. | 301.58K | n/a | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 269.84K | 신규 | $6.48M | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 242.89K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | New York State Common Retirement… | 219.81K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 190.56K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 29 | Wells Fargo & Company/Mn | 179.91K | n/a | $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 | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 140.70K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 120.62K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 118.98K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 111.31K | n/a | $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 | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Marshall Wace ✦ | 87.01K | 신규 | $2.09M | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Rhumbline Advisers | 86.15K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 82.14K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Legal & General Group Plc | 71.97K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | California State Teachers… | 68.12K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 67.96K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | LPL Financial LLC | 66.45K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Holocene Advisors, LP | 63.24K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 61.41K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 47 | Deutsche Bank Ag\ | 59.95K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Universal- Beteiligungs- und… | 59.53K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Boston Partners | 48.08K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Captrust Financial Advisors | 43.08K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Zurcher Kantonalbank (Zurich… | 41.34K | n/a | $993,376 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Raymond James Financial Inc | 34.22K | n/a | $822,379 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 33.14K | n/a | $796,306 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 32.74K | n/a | $787,174 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Manufacturers Life Insurance… | 31.70K | n/a | $761,679 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Creative Planning | 27.64K | n/a | $664,189 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 26.66K | n/a | $640,688 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 26.09K | n/a | $626,871 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Blair William & Co/Il | 23.36K | n/a | $561,269 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Stifel Financial Corp | 22.97K | n/a | $551,905 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | State Board Of Administration Of… | 17.20K | n/a | $413,292 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | ProShare Advisors LLC | 13.04K | n/a | $313,472 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 12.76K | 신규 | $306,503 | 0.0% | New | 1 | SEC ↗ ×4 |
| 64 | Voya Investment Management Llc | 12.74K | n/a | $306,214 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Lido Advisors, LLC | 10.10K | n/a | $284,865 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 11.26K | n/a | $270,506 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Pictet Asset Management Holding SA | 11.17K | n/a | $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 | n/a | $213,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Ensign Peak Advisors, Inc | 5.50K | n/a | $132,117 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Us Bancorp \De\ | 4.27K | n/a | $102,584 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Citigroup Inc | 3.90K | n/a | $93,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Pnc Financial Services Group, Inc. | 2.19K | n/a | $52,650 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 74 | Jones Financial Companies Lllp | 1.30K | n/a | $31,239 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | BNP Paribas Asset Management… | 1.16K | n/a | $28,000 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 773 | n/a | $18,576 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Cwm, Llc | 738 | n/a | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 500 | n/a | $12,015 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Optiver Holding B.V. | 152 | n/a | $3,653 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Citadel Advisors | $6.48M | 0.0% |
| Marshall Wace | $2.09M | 0.0% |
| AQR Capital Management | $306,503 | 0.0% |
청산됨
| Capital World Investors | $35.54M | 이었음 0.0% |
| D. E. Shaw & Co. | $1.17M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 216 보유 기관, 90.04M 주식, $1.93B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
Oct 07
SC 13G/A: FMR LLC
Sep 25
SC 13G: GLAZER CAPITAL, LLC
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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