Security record
BWIN
The Baldwin Insurance Group, Inc. · Financial Services · Insurance - Brokers
86Tracked holders
+4Δ holders
58.49MShares held
$1.55BReported value
+9New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +4.9% ·
share flow -2.2% ·
net new positions +3.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 14.75M | +5.7% | $392.11M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 7.25M | +9.0% | $192.76M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 3 | Vanguard Capital Management Llc | 3.17M | -8.6% | $84.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 3.08M | -21.5% | $81.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 5 | Bamco Inc /Ny/ | 2.71M | +0.1% | $72.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 2.67M | +7.8% | $70.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.34M | +8.8% | $62.19M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 2.28M | +26.3% | $60.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 9 | Nomura Asset Management… | 1.91M | -3.4% | $50.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Capital International Investors | 1.69M | +2.9% | $44.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.64M | +29.6% | $43.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Dimensional Fund Advisors Lp | 1.35M | +0.9% | $35.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Capital Research Global Investors | 1.31M | -15.2% | $34.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Boston Partners | 1.19M | +54.4% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Bank Of America Corp /De/ | 1.18M | +39.6% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Point72 Asset Management ✦ | 1.04M | +132.3% | $27.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Northern Trust Corp | 810.26K | +7.8% | $21.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Charles Schwab Investment… | 723.41K | +6.7% | $19.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 673.00K | -1.4% | $17.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 651.49K | -16.3% | $17.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 21 | Corient Private Wealth LP | 518.28K | +3.1% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Sei Investments Co | 446.68K | -2.1% | $11.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 410.19K | -3.3% | $10.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 24 | CIBC Bancorp USA Inc. | 405.43K | +0.1% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Nuveen, LLC | 392.56K | +45.0% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | New York State Common Retirement… | 364.35K | -47.8% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | State Of Wisconsin Investment Board | 325.13K | -11.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 197.94K | +40.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 185.55K | +134.3% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 183.85K | -6.3% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 31 | Man Group plc | 166.03K | -69.1% | $4.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Swiss National Bank | 155.50K | +10.5% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Balyasny Asset Management L.P. | 153.17K | New | $4.07M | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 144.49K | -0.3% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 129.34K | -3.8% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | T. Rowe Price ✦ | 125.59K | -41.8% | $3.34M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 37 | Rhumbline Advisers | 120.03K | +16.0% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 105.61K | +32.4% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | Wealth Enhancement Advisory… | 94.05K | +12.6% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 106.20K | 0.0% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Universal- Beteiligungs- und… | 81.16K | +12.1% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 80.59K | +15.0% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 43 | Citadel Advisors ✦ | 73.99K | New | $1.97M | 0.0% | New | 1 | SEC ↗ ×2 |
| 44 | Legal & General Group Plc | 64.27K | +13.2% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | AQR Capital Management ✦ | 63.52K | -36.5% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 46 | First Trust Advisors Lp | 62.93K | New | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 47 | Nomura Holdings Inc | 60.92K | -96.0% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Citigroup Inc | 54.53K | +219.6% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Manufacturers Life Insurance… | 50.05K | +22.5% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Captrust Financial Advisors | 49.62K | -16.0% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 48.04K | -18.9% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 45.17K | +0.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Raymond James Financial Inc | 44.58K | +173.0% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Quantinno Capital Management LP | 42.39K | +299.3% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Creative Planning | 40.50K | -26.7% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Susquehanna International Group, Llp | 39.29K | +1.8% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cerity Partners LLC | 37.14K | New | $987,290 | 0.0% | New | 1 | SEC ↗ ×4 |
| 58 | Cibc World Market Inc. | 36.00K | New | $956,880 | 0.0% | New | 1 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 32.74K | 0.0% | $870,203 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Assetmark, Inc | 22.82K | -13.2% | $606,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Empower Advisory Group, LLC | 22.81K | 0.0% | $606,183 | 0.0% | Held | 2 | SEC ↗ |
| 62 | LPL Financial LLC | 22.69K | -53.1% | $603,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Mariner, LLC | 21.34K | -49.5% | $567,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Stifel Financial Corp | 20.42K | -23.3% | $542,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Blair William & Co/Il | 19.15K | -12.8% | $509,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Voya Investment Management Llc | 18.73K | +17.2% | $497,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | IMC-Chicago, LLC | 17.70K | New | $470,413 | 0.0% | New | 1 | SEC ↗ |
| 68 | State Board Of Administration Of… | 17.20K | 0.0% | $457,149 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Marshall Wace ✦ | 16.75K | New | $445,215 | 0.0% | New | 1 | SEC ↗ ×2 |
| 70 | Barclays Plc | 16.34K | -31.0% | $434,344 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 71 | Prudential Financial Inc | 16.14K | +8.4% | $429,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 13.04K | +8.8% | $346,736 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Jones Financial Companies Lllp | 13.04K | -24.3% | $342,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | ProShare Advisors LLC | 12.84K | -7.5% | $341,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Pictet Asset Management Holding SA | 11.17K | 0.0% | $296,792 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Victory Capital Management Inc | 10.81K | -0.1% | $287,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Lido Advisors, LLC | 10.03K | +0.1% | $266,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Millennium Management ✦ | 9.66K | New | $256,816 | 0.0% | New | 1 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 8.85K | -0.8% | $235,259 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 80 | Ensign Peak Advisors, Inc | 5.50K | 0.0% | $146,137 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Us Bancorp \De\ | 5.30K | +5.3% | $140,821 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Group One Trading Llc | 2.63K | New | $69,932 | 0.0% | New | 1 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 2.09K | +181.7% | $55,471 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | BNP Paribas Asset Management… | 1.34K | -19.5% | $35,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Optiver Holding B.V. | 624 | +52.2% | $16,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Northwestern Mutual Wealth… | 500 | -6.2% | $13,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Balyasny Asset Management L.P. | $4.07M | 0.0% |
| Citadel Advisors | $1.97M | 0.0% |
| First Trust Advisors Lp | $1.67M | 0.0% |
| Cerity Partners LLC | $987,290 | 0.0% |
| Cibc World Market Inc. | $956,880 | 0.0% |
| IMC-Chicago, LLC | $470,413 | 0.0% |
| Marshall Wace | $445,215 | 0.0% |
| Millennium Management | $256,816 | 0.0% |
| Group One Trading Llc | $69,932 | 0.0% |
Exited
| Artisan Partners Limited… | $26.72M | was 0.0% |
| American Century Companies Inc | $22.57M | was 0.0% |
| HighTower Advisors, LLC | $2.04M | was 0.0% |
| Holocene Advisors, LP | $360,825 | was 0.0% |
| Gotham Asset Management | $228,000 | was 0.0% |
| Simplex Trading, Llc | $1,053 | 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: Q2 2026 ·
Methodology ·
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