Запись по ценной бумаге · архивный квартал
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
86Отслеживаемые держатели
+6Δ держателей
60.97MАкций в держании
$1.34BОтчётная стоимость
+10Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.5% ·
поток акций +19.2% ·
новые чистые позиции +7.0%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 13.95M | +29.2% | $306.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 6.65M | +25.0% | $145.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 3.92M | +36.3% | $85.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Vanguard Capital Management Llc | 3.46M | — | $76.02M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bamco Inc /Ny/ | 2.71M | -10.0% | $59.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (пассивный) | 2.47M | +16.0% | $54.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Geode Capital Management ✦ (пассивный) | 2.15M | +23.8% | $47.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Geode Capital Management ✦ (пассивный) | 2.15M | +23.8% | $47.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Nomura Asset Management… | 1.98M | +6.3% | $43.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.80M | +244.8% | $39.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Capital International Investors | 1.64M | -54.6% | $36.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Nomura Holdings Inc | 1.54M | Новый | $33.85M | 0.3% | New | 1 | SEC ↗ |
| 44 | Capital Research Global Investors | 1.54M | -48.9% | $33.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 1.33M | +16.8% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS Group AG | 1.27M | +84.6% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 1.27M | +84.6% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS Group AG | 1.27M | +84.6% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Artisan Partners Limited Partnership | 1.22M | Новый | $26.72M | 0.0% | New | 1 | SEC ↗ |
| 54 | American Century Companies Inc | 1.03M | +3.6% | $22.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Janus Henderson Group Plc | 881.88K | +12.6% | $19.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 881.88K | +12.6% | $19.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 881.88K | +12.6% | $19.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 848.41K | +51.9% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 778.28K | -13.6% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Boston Partners | 772.70K | +1507.2% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Boston Partners | 772.70K | +1507.2% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Boston Partners | 772.70K | +1507.2% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Northern Trust Corp | 751.33K | +27.6% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | New York State Common Retirement… | 698.18K | +217.6% | $15.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 682.47K | +79.8% | $14.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 682.47K | +79.8% | $14.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Charles Schwab Investment… | 678.22K | +13.2% | $14.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Man Group plc | 536.85K | Новый | $11.78M | 0.0% | New | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 502.46K | +639.3% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Sei Investments Co | 456.17K | +32.4% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Sei Investments Co | 456.17K | +32.4% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Point72 Asset Management ✦ | 446.98K | +308.8% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 424.14K | -67.9% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 404.82K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | State Of Wisconsin Investment Board | 367.91K | -5.0% | $8.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Nuveen, LLC | 270.80K | +11.5% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Nuveen, LLC | 270.80K | +11.5% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | T. Rowe Price ✦ | 215.93K | +40.1% | $4.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 97 | T. Rowe Price ✦ | 215.93K | +40.1% | $4.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 196.17K | +2.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 196.17K | +2.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 196.17K | +2.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Nomura Holdings Inc | $33.85M | 0.3% |
| Artisan Partners Limited… | $26.72M | 0.0% |
| Man Group plc | $11.78M | 0.0% |
Закрыто
| Balyasny Asset Management L.P. | $7.25M | составлял 0.0% |
| Citadel Advisors | $6.48M | составлял 0.0% |
| Marshall Wace | $2.09M | составлял 0.0% |
| Millennium Management | $258,371 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 216 держатели, 90.04M акции, $1.93B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API