Catatan efek · kuartal yang diarsipkan
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
86Pemegang yang dilacak
+6Δ pemegang
60.97MSaham yang dipegang
$1.34BNilai yang dilaporkan
+10Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.5% ·
aliran saham +19.2% ·
posisi baru bersih +7.0%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 2.47M | +16.0% | $54.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $1,053 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Balyasny Asset Management L.P. | $7.25M | adalah 0.0% |
| Citadel Advisors | $6.48M | adalah 0.0% |
| Marshall Wace | $2.09M | adalah 0.0% |
| Millennium Management | $258,371 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 216 pemegang, 90.04M saham, $1.93B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Oct 07
SC 13G/A: FMR LLC
Sep 25
SC 13G: GLAZER CAPITAL, LLC
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API