Security record · archived quarter
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
86Tracked holders
+6Δ holders
60.97MShares held
$1.34BReported value
+10New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow +19.2% ·
net new positions +7.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 83.98K | $2.67M | n/a | −1 |
| Q2 2026 | 86 | +4 | 58.49M | $1.55B | +9 | −6 |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 4 | Vanguard Capital Management Llc | 3.46M | n/a | $76.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bamco Inc /Ny/ | 2.71M | -10.0% | $59.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 2.47M | +16.0% | $54.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.15M | +23.8% | $47.20M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Nomura Asset Management… | 1.98M | +6.3% | $43.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Capital International Investors | 1.64M | -54.6% | $36.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Nomura Holdings Inc | 1.54M | New | $33.85M | 0.3% | New | 1 | SEC ↗ |
| 12 | Capital Research Global Investors | 1.54M | -48.9% | $33.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | UBS Group AG | 1.27M | +84.6% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Artisan Partners Limited Partnership | 1.22M | New | $26.72M | 0.0% | New | 1 | SEC ↗ |
| 16 | American Century Companies Inc | 1.03M | +3.6% | $22.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Janus Henderson Group Plc | 881.88K | +12.6% | $19.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 20 | Boston Partners | 772.70K | +1507.2% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 22 | New York State Common Retirement… | 698.18K | +217.6% | $15.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 682.47K | +79.8% | $14.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Charles Schwab Investment… | 678.22K | +13.2% | $14.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Man Group plc | 536.85K | New | $11.78M | 0.0% | New | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 502.46K | +639.3% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Sei Investments Co | 456.17K | +32.4% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Point72 Asset Management ✦ | 446.98K | +308.8% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | CIBC Bancorp USA Inc. | 404.82K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | State Of Wisconsin Investment Board | 367.91K | -5.0% | $8.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 270.80K | +11.5% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | T. Rowe Price ✦ | 215.93K | +40.1% | $4.74M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 34 | UBS AM, a distinct business unit of… | 196.17K | +2.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 35 | Envestnet Asset Management Inc | 144.96K | +21.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 140.71K | -21.8% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 140.70K | 0.0% | $3.09M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 134.41K | +11.4% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Alliancebernstein L.P. | 106.22K | +29.3% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cwm, Llc | 114.95K | +15475.6% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Rhumbline Advisers | 103.49K | +20.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 100.09K | +684.8% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 43 | California State Teachers… | 97.86K | +43.7% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 93.08K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 83.51K | -39.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 79.76K | +33.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Fifth Third Bancorp | 79.19K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 48 | Universal- Beteiligungs- und… | 72.40K | +21.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 70.10K | +14.2% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 50 | Russell Investments Group, Ltd. | 59.27K | -40.1% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Captrust Financial Advisors | 59.05K | +37.0% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Legal & General Group Plc | 56.75K | -21.1% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Creative Planning | 55.23K | +99.8% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | LPL Financial LLC | 48.40K | -27.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 44.91K | +35.5% | $985,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Mariner, LLC | 42.30K | +29.2% | $928,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 40.86K | +28.9% | $896,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 38.59K | +242.8% | $846,665 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 32.74K | -20.8% | $718,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Stifel Financial Corp | 26.63K | +16.0% | $584,336 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 61 | Assetmark, Inc | 26.29K | -1.4% | $576,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 23.69K | -78.7% | $519,715 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Empower Advisory Group, LLC | 22.81K | New | $500,364 | 0.0% | New | 1 | SEC ↗ |
| 64 | Blair William & Co/Il | 21.95K | -6.0% | $481,671 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | State Board Of Administration Of… | 17.20K | 0.0% | $377,346 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Citigroup Inc | 17.06K | +337.7% | $374,318 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Jones Financial Companies Lllp | 17.24K | +1226.2% | $363,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Holocene Advisors, LP | 16.45K | -74.0% | $360,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Raymond James Financial Inc | 16.33K | -52.3% | $358,236 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Voya Investment Management Llc | 15.98K | +25.4% | $350,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Prudential Financial Inc | 14.89K | New | $326,796 | 0.0% | New | 1 | SEC ↗ |
| 72 | ProShare Advisors LLC | 13.88K | +6.4% | $304,440 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 11.99K | +34.9% | $263,061 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | Pictet Asset Management Holding SA | 11.17K | 0.0% | $244,982 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Victory Capital Management Inc | 10.83K | New | $237,588 | 0.0% | New | 1 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 10.62K | -59.3% | $232,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Gotham Asset Management ✦ | 10.39K | New | $228,000 | 0.0% | New | 1 | SEC ↗ |
| 78 | Lido Advisors, LLC | 10.03K | -0.7% | $219,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 8.92K | +307.1% | $195,683 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Ensign Peak Advisors, Inc | 5.50K | 0.0% | $120,626 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Us Bancorp \De\ | 5.03K | +17.8% | $110,337 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | BNP Paribas Asset Management… | 1.67K | +43.9% | $36,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 741 | -4.1% | $16,257 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 84 | Northwestern Mutual Wealth… | 533 | +6.6% | $11,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Optiver Holding B.V. | 410 | +169.7% | $8,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Simplex Trading, Llc | 48 | New | $1,053 | 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
| Nomura Holdings Inc | $33.85M | 0.3% |
| Artisan Partners Limited… | $26.72M | 0.0% |
| Man Group plc | $11.78M | 0.0% |
| HighTower Advisors, LLC | $2.04M | 0.0% |
| Fifth Third Bancorp | $1.74M | 0.0% |
| Empower Advisory Group, LLC | $500,364 | 0.0% |
| Prudential Financial Inc | $326,796 | 0.0% |
| Victory Capital Management Inc | $237,588 | 0.0% |
| Gotham Asset Management | $228,000 | 0.0% |
| Simplex Trading, Llc | $1,053 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $7.25M | was 0.0% |
| Citadel Advisors | $6.48M | was 0.0% |
| Marshall Wace | $2.09M | was 0.0% |
| Millennium Management | $258,371 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Oct 07
SC 13G/A: FMR LLC
Sep 25
SC 13G: GLAZER CAPITAL, LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API