BWIN — THE BALDWIN INSURANCE GRP IN
Reported value held$1.32B
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)28
Institutional value$1.09B · 41.24M sh
New / Add / Cut / Exit4 / 17 / 6 / 1
Top-5 / Top-10 concentration73.3% / 91.4%
Institutional holdings change
Accumulating +5.6%
(+2.19M sh)
Institutional value change
Up +28.3%
As of Q2 2026, 28 SEC-registered investment managers reported holding BWIN (THE BALDWIN INSURANCE GRP IN) in their latest 13F filings, with a combined reported value of $1.09B across 41.24M shares. That is +5.6% by share count (+2.19M shares) versus the previous quarter, while reported value moved +28.3%. Ownership is concentrated: the five largest holders account for 73.3% of reported value and the top ten for 91.4%.
Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BWIN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 14.75M | $392.11M | 0.02% | Add |
| BlackRock Inc history | 7.25M | $192.76M | 0.00% | Add |
| BNY Mellon history | 3.08M | $81.80M | 0.01% | Reduce |
| Baron Funds history | 2.71M | $72.10M | 0.17% | Hold |
| Geode Capital Management history | 2.34M | $62.19M | 0.00% | Add |
| Morgan Stanley history | 2.28M | $60.52M | 0.00% | Add |
| UBS Group AG history | 1.64M | $43.63M | 0.01% | Add |
| Capital Research Global Investors history | 1.31M | $34.77M | 0.01% | Reduce |
| Bank of America Corp history | 1.18M | $31.47M | 0.00% | Add |
| Point72 Asset Management history | 1.04M | $27.60M | 0.03% | Add |
| Northern Trust Corp history | 810.26K | $21.54M | 0.00% | Add |
| Charles Schwab Investment Management history | 723.41K | $19.23M | 0.00% | Add |
| Goldman Sachs Group history | 673.00K | $17.89M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 410.19K | $10.88M | 0.00% | New |
| Wells Fargo & Co history | 197.94K | $5.26M | 0.00% | Add |
| Balyasny Asset Management history | 153.17K | $4.07M | 0.01% | New |
| Deutsche Bank AG history | 105.61K | $2.81M | 0.00% | Add |
| Citadel Advisors history | 90.49K | $2.41M | 0.00% | Add |
| Invesco Ltd history | 80.59K | $2.14M | 0.00% | Add |
| Legal & General Investment Management America history | 64.27K | $1.71M | 0.00% | Add |
| AQR Capital Management history | 63.52K | $1.69M | 0.00% | Reduce |
| Citigroup Inc history | 54.53K | $1.45M | 0.00% | Add |
| Manulife Financial history | 50.05K | $1.33M | 0.00% | Add |
| Marshall Wace history | 16.75K | $445.21K | 0.00% | New |
| Prudential Financial history | 16.14K | $429.00K | 0.00% | Add |
| Millennium Management history | 9.66K | $256.82K | 0.00% | New |
| PNC Financial Services history | 8.85K | $235.26K | 0.00% | Reduce |
| T. Rowe Price Associates history | 125.59K | $3.34K | 0.00% | Reduce |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 13.95M | $306.15M | 0.02% | Add |
| BlackRock Inc history | 6.65M | $145.93M | 0.00% | Add |
| BNY Mellon history | 3.92M | $85.96M | 0.02% | Add |
| Baron Funds history | 2.71M | $59.46M | 0.18% | Reduce |
| Geode Capital Management history | 2.15M | $47.20M | 0.00% | Add |
| Morgan Stanley history | 1.80M | $39.56M | 0.00% | Add |
| Capital Research Global Investors history | 1.54M | $33.85M | 0.01% | Reduce |
| UBS Group AG history | 1.27M | $27.79M | 0.00% | Add |
| Janus Henderson Group history | 881.88K | $19.35M | 0.01% | Add |
| Bank of America Corp history | 848.41K | $18.61M | 0.00% | Add |
| Northern Trust Corp history | 751.33K | $16.48M | 0.00% | Add |
| Goldman Sachs Group history | 682.47K | $14.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 678.22K | $14.88M | 0.00% | Add |
| Point72 Asset Management history | 446.98K | $9.81M | 0.01% | Add |
| Wells Fargo & Co history | 140.71K | $3.09M | 0.00% | Reduce |
| AQR Capital Management history | 100.09K | $2.20M | 0.00% | Add |
| Deutsche Bank AG history | 79.76K | $1.75M | 0.00% | Add |
| Invesco Ltd history | 70.10K | $1.54M | 0.00% | Add |
| Legal & General Investment Management America history | 56.75K | $1.25M | 0.00% | Reduce |
| Manulife Financial history | 40.86K | $896.56K | 0.00% | Add |
| Citigroup Inc history | 17.06K | $374.32K | 0.00% | Add |
| Prudential Financial history | 14.89K | $326.80K | 0.00% | New |
| Citadel Advisors history | 11.90K | $261.09K | 0.00% | Reduce |
| PNC Financial Services history | 8.92K | $195.68K | 0.00% | Add |
| T. Rowe Price Associates history | 215.93K | $4.74K | 0.00% | Add |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 10.80M | $259.44M | 0.01% | Hold |
| Vanguard Group history | 6.85M | $164.65M | 0.00% | Add |
| BlackRock Inc history | 5.32M | $127.87M | 0.00% | Add |
| Capital Research Global Investors history | 3.02M | $72.50M | 0.01% | Reduce |
| Baron Funds history | 3.01M | $72.34M | 0.20% | Hold |
| BNY Mellon history | 2.87M | $69.06M | 0.01% | Add |
| Geode Capital Management history | 1.74M | $41.77M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.32M | $31.79M | 0.00% | Reduce |
| Janus Henderson Group history | 783.28K | $18.82M | 0.01% | Reduce |
| UBS Group AG history | 686.32K | $16.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 599.43K | $14.40M | 0.00% | Hold |
| Northern Trust Corp history | 588.58K | $14.14M | 0.00% | Reduce |
| Bank of America Corp history | 558.53K | $13.42M | 0.00% | Reduce |
| Morgan Stanley history | 522.96K | $12.57M | 0.00% | Add |
| Goldman Sachs Group history | 379.65K | $9.12M | 0.00% | Add |
| Balyasny Asset Management history | 301.58K | $7.25M | 0.01% | New |
| Citadel Advisors history | 269.84K | $6.48M | 0.00% | Add |
| Wells Fargo & Co history | 179.91K | $4.32M | 0.00% | Add |
| Point72 Asset Management history | 109.35K | $2.63M | 0.00% | Reduce |
| Marshall Wace history | 87.01K | $2.09M | 0.00% | New |
| Legal & General Investment Management America history | 71.97K | $1.73M | 0.00% | Hold |
| Invesco Ltd history | 61.41K | $1.48M | 0.00% | Reduce |
| Deutsche Bank AG history | 59.95K | $1.44M | 0.00% | Add |
| Manulife Financial history | 31.70K | $761.68K | 0.00% | Reduce |
| AQR Capital Management history | 12.76K | $306.50K | 0.00% | New |
| Millennium Management history | 10.75K | $258.37K | 0.00% | Reduce |
| Citigroup Inc history | 3.90K | $93.67K | 0.00% | Reduce |
| PNC Financial Services history | 2.19K | $52.65K | 0.00% | Reduce |
| T. Rowe Price Associates history | 154.13K | $3.71K | 0.00% | Add |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 10.76M | $303.41M | 0.02% | Add |
| Vanguard Group history | 6.56M | $185.19M | 0.00% | Reduce |
| BlackRock Inc history | 5.17M | $145.92M | 0.00% | Hold |
| Capital Research Global Investors history | 4.51M | $127.32M | 0.02% | Hold |
| Baron Funds history | 3.01M | $84.92M | 0.23% | Hold |
| BNY Mellon history | 2.29M | $64.71M | 0.01% | Add |
| Geode Capital Management history | 1.71M | $48.24M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.51M | $42.71M | 0.01% | Add |
| Capital World Investors history | 1.26M | $35.54M | 0.01% | Add |
| Janus Henderson Group history | 805.22K | $22.72M | 0.01% | Reduce |
| Northern Trust Corp history | 644.70K | $18.19M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 596.81K | $16.84M | 0.00% | Add |
| Bank of America Corp history | 584.24K | $16.48M | 0.00% | Reduce |
| Invesco Ltd history | 502.84K | $14.19M | 0.00% | Add |
| UBS Group AG history | 480.32K | $13.55M | 0.00% | Add |
| Goldman Sachs Group history | 253.20K | $7.14M | 0.00% | Reduce |
| Morgan Stanley history | 224.82K | $6.34M | 0.00% | Reduce |
| Wells Fargo & Co history | 158.88K | $4.48M | 0.00% | Add |
| Point72 Asset Management history | 111.88K | $3.16M | 0.01% | New |
| Legal & General Investment Management America history | 72.17K | $2.04M | 0.00% | Reduce |
| Deutsche Bank AG history | 58.03K | $1.64M | 0.00% | Add |
| Millennium Management history | 56.12K | $1.58M | 0.00% | Reduce |
| D. E. Shaw & Co history | 41.32K | $1.17M | 0.00% | Reduce |
| Manulife Financial history | 34.27K | $966.84K | 0.00% | Reduce |
| Citadel Advisors history | 16.70K | $471.11K | 0.00% | Add |
| Citigroup Inc history | 12.66K | $357.11K | 0.00% | Reduce |
| Prudential Financial history | 9.06K | $255.58K | 0.00% | Hold |
| PNC Financial Services history | 8.55K | $241.14K | 0.00% | Reduce |
| T. Rowe Price Associates history | 63.43K | $1.79K | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.15M | $349.06M | 0.02% | Reduce |
| Vanguard Group history | 6.63M | $283.65M | 0.01% | Add |
| BlackRock Inc history | 5.18M | $221.95M | 0.00% | Add |
| Capital Research Global Investors history | 4.51M | $193.21M | 0.04% | Add |
| Baron Funds history | 3.01M | $128.86M | 0.35% | Hold |
| Geode Capital Management history | 1.70M | $72.60M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.36M | $58.05M | 0.01% | Reduce |
| Capital World Investors history | 1.01M | $43.24M | 0.01% | New |
| BNY Mellon history | 866.08K | $37.08M | 0.01% | Add |
| Janus Henderson Group history | 809.95K | $34.67M | 0.02% | Add |
| Northern Trust Corp history | 780.18K | $33.40M | 0.01% | Add |
| Bank of America Corp history | 686.73K | $29.40M | 0.00% | Add |
| Charles Schwab Investment Management history | 586.90K | $25.13M | 0.00% | Add |
| Invesco Ltd history | 486.35K | $20.82M | 0.00% | Reduce |
| UBS Group AG history | 321.01K | $13.74M | 0.00% | Reduce |
| Morgan Stanley history | 275.36K | $11.79M | 0.00% | Hold |
| Goldman Sachs Group history | 271.03K | $11.60M | 0.00% | Reduce |
| D. E. Shaw & Co history | 249.22K | $10.67M | 0.01% | Add |
| Wells Fargo & Co history | 156.70K | $6.71M | 0.00% | Add |
| Millennium Management history | 103.91K | $4.45M | 0.00% | Reduce |
| Legal & General Investment Management America history | 78.48K | $3.36M | 0.00% | Add |
| Deutsche Bank AG history | 49.31K | $2.11M | 0.00% | Reduce |
| Manulife Financial history | 36.72K | $1.57M | 0.00% | Reduce |
| Citigroup Inc history | 32.15K | $1.38M | 0.00% | Reduce |
| PNC Financial Services history | 13.53K | $579.18K | 0.00% | Add |
| AQR Capital Management history | 9.26K | $396.55K | 0.00% | Reduce |
| Prudential Financial history | 9.02K | $391.19K | 0.00% | Add |
| Citadel Advisors history | 7.50K | $321.07K | 0.00% | Reduce |
| Two Sigma Investments history | 6.88K | $294.32K | 0.00% | Reduce |
| Principal Global Investors history | 5.00K | $214.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 58.71K | $2.51K | 0.00% | Add |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.64M | $385.97M | 0.03% | Add |
| Vanguard Group history | 6.54M | $292.41M | 0.01% | Reduce |
| BlackRock Inc history | 5.06M | $226.28M | 0.01% | Reduce |
| Baron Funds history | 3.01M | $134.52M | 0.40% | Hold |
| Capital Research Global Investors history | 2.55M | $113.79M | 0.03% | Add |
| Geode Capital Management history | 1.62M | $72.23M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.56M | $69.83M | 0.01% | Reduce |
| BNY Mellon history | 836.95K | $37.40M | 0.01% | Reduce |
| Janus Henderson Group history | 774.65K | $34.94M | 0.02% | Add |
| Northern Trust Corp history | 764.71K | $34.17M | 0.01% | Reduce |
| Bank of America Corp history | 645.42K | $28.84M | 0.00% | Reduce |
| Invesco Ltd history | 556.77K | $24.88M | 0.01% | Add |
| Charles Schwab Investment Management history | 549.47K | $24.56M | 0.01% | Reduce |
| Goldman Sachs Group history | 379.60K | $16.96M | 0.00% | Add |
| UBS Group AG history | 357.22K | $15.96M | 0.00% | Add |
| Morgan Stanley history | 276.14K | $12.34M | 0.00% | Reduce |
| Millennium Management history | 254.73K | $11.38M | 0.01% | Add |
| D. E. Shaw & Co history | 219.23K | $9.80M | 0.01% | Add |
| Wells Fargo & Co history | 77.25K | $3.45M | 0.00% | Add |
| Legal & General Investment Management America history | 73.40K | $3.28M | 0.00% | Add |
| Principal Global Investors history | 62.41K | $2.79M | 0.00% | Add |
| Deutsche Bank AG history | 53.90K | $2.41M | 0.00% | Reduce |
| Citigroup Inc history | 53.05K | $2.37M | 0.00% | Reduce |
| Manulife Financial history | 37.09K | $1.66M | 0.00% | Add |
| Franklin Resources history | 34.01K | $1.52M | 0.00% | New |
| Citadel Advisors history | 19.00K | $849.11K | 0.00% | Reduce |
| Two Sigma Investments history | 13.33K | $595.76K | 0.00% | Reduce |
| PNC Financial Services history | 13.03K | $582.09K | 0.00% | Add |
| AQR Capital Management history | 10.76K | $480.86K | 0.00% | Reduce |
| Prudential Financial history | 5.02K | $220.96K | 0.00% | Add |
| T. Rowe Price Associates history | 53.14K | $2.38K | 0.00% | Add |
| Amundi US history | 49 | $2.21K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 410.19K sh · $10.88M
- Balyasny Asset Management 153.17K sh · $4.07M
- Marshall Wace 16.75K sh · $445.21K
- Millennium Management 9.66K sh · $256.82K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 881.88K sh · $19.35M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 14.75M | 13.95M | 10.80M | 10.76M | 8.15M | 8.64M | 8.40M | 9.92M | 9.92M | 9.71M | 9.61M | 8.67M | 5.74M | 5.22M | 5.10M | 5.39M | 5.30M | 5.27M | 5.12M | 5.03M |
| BlackRock Inc | 7.25M | 6.65M | 5.32M | 5.17M | 5.18M | 5.06M | 5.11M | 4.96M | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 3.08M | 3.92M | 2.87M | 2.29M | 866.08K | 836.95K | 956.93K | 872.09K | 1.04M | 1.23M | 1.31M | 1.13M | 892.73K | 942.95K | 902.72K | 907.37K | 902.38K | 922.29K | 1.09M | 1.15M |
| Baron Funds | 2.71M | 2.71M | 3.01M | 3.01M | 3.01M | 3.01M | 3.01M | 3.01M | 3.26M | 3.26M | 3.26M | 3.11M | 3.11M | 3.66M | 3.78M | 3.88M | 3.88M | 3.78M | 3.83M | 3.89M |
| Geode Capital Management | 2.34M | 2.15M | 1.74M | 1.71M | 1.70M | 1.62M | 1.56M | 1.55M | 1.54M | 1.41M | 1.37M | 1.30M | 1.25M | 1.20M | 1.15M | 1.09M | 1.01M | 916.11K | 880.52K | 838.01K |
| Morgan Stanley | 2.28M | 1.80M | 522.96K | 224.82K | 275.36K | 276.14K | 290.63K | 299.31K | 203.10K | 206.00K | 294.61K | 175.72K | 222.34K | 244.85K | 384.82K | 388.78K | 537.05K | 84.94K | 144.83K | 147.01K |
| UBS Group AG | 1.64M | 1.27M | 686.32K | 480.32K | 321.01K | 357.22K | 266.64K | 149.55K | 137.76K | 132.07K | 7.17K | 9.10K | 9.28K | 11.46K | 11.19K | 6.08K | 2.01K | 4.60K | 21.11K | 3.01K |
| Capital Research Global Investors | 1.31M | 1.54M | 3.02M | 4.51M | 4.51M | 2.55M | 2.26M | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 1.18M | 848.41K | 558.53K | 584.24K | 686.73K | 645.42K | 726.80K | 682.08K | 630.80K | 636.05K | 474.83K | 313.06K | 311.22K | 591.00K | 608.66K | 308.38K | 170.22K | 179.57K | 164.47K | 187.15K |
| Point72 Asset Management | 1.04M | 446.98K | 109.35K | 111.88K | — | — | 317.27K | — | — | 356.89K | 70.00K | 961.69K | 1.05M | 506.63K | 225.33K | 419.20K | 765.43K | 341.80K | 224.22K | 197.00K |
| Northern Trust Corp | 810.26K | 751.33K | 588.58K | 644.70K | 780.18K | 764.71K | 791.51K | 737.41K | 677.09K | 698.22K | 708.90K | 842.39K | 830.25K | 837.90K | 553.00K | 538.35K | 529.28K | 463.13K | 492.63K | 481.14K |
| Charles Schwab Investment Management | 723.41K | 678.22K | 599.43K | 596.81K | 586.90K | 549.47K | 557.88K | 546.98K | 535.45K | 499.57K | 492.81K | 484.06K | 464.79K | 455.30K | 452.73K | 436.73K | 400.24K | 376.30K | 364.38K | 347.60K |
| Goldman Sachs Group | 673.00K | 682.47K | 379.65K | 253.20K | 271.03K | 379.60K | 366.54K | 284.97K | 222.36K | 276.66K | 101.72K | 81.77K | 241.65K | 227.99K | 91.15K | 151.62K | 535.42K | 804.39K | 993.80K | 1.43M |
| JPMorgan Chase & Co | 410.19K | — | 1.32M | 1.51M | 1.36M | 1.56M | 1.67M | 1.24M | 60.38K | 82.01K | 114.17K | 170.60K | 183.94K | 103.96K | 168.81K | 69.95K | 70.18K | 38.27K | 63.78K | 52.77K |
| Wells Fargo & Co | 197.94K | 140.71K | 179.91K | 158.88K | 156.70K | 77.25K | 75.78K | 69.33K | 67.79K | 66.28K | 67.93K | 58.70K | 68.31K | 46.70K | 36.04K | 36.89K | 43.84K | 43.64K | 55.32K | 30.85K |
| Balyasny Asset Management | 153.17K | — | 301.58K | — | — | — | 420.17K | 207.66K | 102.18K | 23.12K | 386.95K | 132.05K | 40.94K | — | 71.76K | 77.94K | — | 249.08K | 23.29K | 34.15K |
| Deutsche Bank AG | 105.61K | 79.76K | 59.95K | 58.03K | 49.31K | 53.90K | 59.38K | 39.62K | 28.58K | 29.59K | 30.82K | 31.47K | 28.08K | 42.84K | 32.37K | 26.71K | 32.27K | 30.23K | 33.23K | 61.74K |
| Citadel Advisors | 90.49K | 11.90K | 269.84K | 16.70K | 7.50K | 19.00K | 31.20K | 19.70K | 131.15K | 67.47K | 121.02K | 116.08K | 329.85K | 12.17K | 58.84K | 25.44K | 44.81K | 493.90K | 109.63K | 207.63K |
| Invesco Ltd | 80.59K | 70.10K | 61.41K | 502.84K | 486.35K | 556.77K | 62.27K | 145.46K | 49.13K | 47.65K | 73.06K | 2.11M | 2.06M | 2.08M | 2.06M | 2.10M | 2.02M | 1.98M | 1.99M | 1.95M |
| Legal & General Investment Management America | 64.27K | 56.75K | 71.97K | 72.17K | 78.48K | 73.40K | 72.09K | 75.57K | 71.43K | 64.29K | 63.71K | 62.94K | 58.84K | 30.72K | 23.60K | 22.69K | 20.91K | 19.70K | 19.15K | 18.28K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details