THE BALDWIN INSURANCE GRP IN (BWIN) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling BWIN?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for THE BALDWIN INSURANCE GRP IN, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on BWIN?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for THE BALDWIN INSURANCE GRP IN.

Is institutional money flowing into BWIN?

113 institutional investors hold THE BALDWIN INSURANCE GRP IN (BWIN). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about BWIN?

Track institutional sentiment and conviction scores for THE BALDWIN INSURANCE GRP IN (BWIN) including Smart Money Verdict and position changes on HoldingsIntel.

THE BALDWIN INSURANCE GRP IN

BWIN·05589G102·US·equity·Financial Services - Insurance Brokers-13D/G

BWIN (THE BALDWIN INSURANCE GRP IN) is held by 113 institutional investors as of Q4 2025. Largest holders: FMR LLC ($259.4M), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC ($181.3M), VANGUARD GROUP INC ($164.7M). Net institutional sentiment: Mixed.

113

Holders

Avg rating(12 Elite)

$1.7B

Total Value

51% (135)

Fund Consensus

63 buying - 61 selling

Smart Money Verdict

View all

36Weak MomentumFull Convergence

Get 5 free verdicts/month - sign up in 10 seconds

See how BWIN's score breaks down across 4 SEC sources

Held by 113 funds

12 elite

Who's Trading

ActivistLLL. Lowry Baldwin

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	10.8M(+0.4%)	$259.4M	0.0%	-37.98%	31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	7.5M(+47.8%)	$181.3M	0.5%	-29.51%	59
VANGUARD GROUP INC	Increased	6.9M(+4.4%)	$164.7M	0.0%	-54.32%	32
BlackRock, Inc.	Increased	5.3M(+2.9%)	$127.9M	0.0%	-41.51%	31
CIChamplain Investment Partners, LLC	Decreased	3.7M(-6.8%)	$87.7M	0.9%	-32.63%	0
Capital International Investors	Increased	3.6M(+15.0%)	$86.9M	0.0%	-49.95%	34
Capital Research Global Investors	Decreased	3M(-33.1%)	$72.5M	0.0%	-45.21%	0
BAMCO INC /NY/	Increased	3M(+0.0%)	$72.3M	0.2%	+23.69%	35
Bank of New York Mellon Corp	Increased	2.9M(+25.3%)	$69.1M	0.0%	-19.39%	36
WESTWOOD HOLDINGS GROUP INC	Increased	2.9M(+14.6%)	$68.5M	0.6%	-19.03%	48
STATE STREET CORP	Increased	2.1M(+0.7%)	$51.2M	0.0%	-26.00%	29
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	1.9M	$44.8M	0.1%	-12.42%	40
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.7M(+1.7%)	$41.8M	0.0%	-15.74%	30
Woodline Partners LP	New	1.5M	$35M	0.1%	-12.42%	48
JPMORGAN CHASE & CO	Decreased	1.3M(-12.6%)	$31.8M	0.0%	-40.20%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.1M(+4.0%)	$27.5M	0.0%	-14.71%	30
AMERICAN CENTURY COMPANIES INC	Increased	993,079(+187.2%)	$23.9M	0.0%	-23.20%	46
Fiera Capital Corp	Increased	991,213(+30.6%)	$23.8M	0.1%	-42.35%	36
ROYAL BANK OF CANADA	Decreased	901,166(-9.3%)	$21.7M	0.0%	-42.99%	0
JANUS HENDERSON GROUP PLC	Decreased	783,285(-2.7%)	$18.8M	0.0%	-28.28%	0
UBS Group AG	Increased	686,318(+42.9%)	$16.5M	0.0%	-28.96%	38
MetLife Investment Management, LLC	Increased	619,292(+1376.4%)	$14.9M	0.1%	-12.87%	45
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	599,426(+0.4%)	$14.4M	0.0%	-14.70%	28
NORTHERN TRUST CORP	Decreased	588,576(-8.7%)	$14.1M	0.0%	-14.90%	0
BANK OF AMERICA CORP /DE/	Decreased	558,528(-4.4%)	$13.4M	0.0%	-42.30%	0
MORGAN STANLEY	Increased	522,958(+132.6%)	$12.6M	0.0%	-29.90%	45
STATE OF WISCONSIN INVESTMENT BOARD	Increased	387,478(+6.6%)	$9.3M	0.0%	+14.84%	29
GOLDMAN SACHS GROUP INC	Increased	379,653(+49.9%)	$9.1M	0.0%	-34.86%	38
SEI INVESTMENTS CO	Decreased	344,534(-14.6%)	$8.3M	0.0%	-15.92%	0
BALYASNY ASSET MANAGEMENT L.P.	New	301,576	$7.2M	0.0%	-12.42%	38
CITADEL ADVISORS LLC	New	269,838	$6.5M	0.0%	-12.42%	38
FRFRONTIER CAPITAL MANAGEMENT CO LLC	New	256,901	$6.2M	0.1%	-12.42%	38
NUNuveen, LLC	Increased	242,887(+1.6%)	$5.8M	0.0%	-50.24%	28
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	219,810	$5.3M	0.0%	-43.09%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	190,560(+2.3%)	$4.6M	0.0%	-39.75%	27
WELLS FARGO & COMPANY/MN	Increased	179,913(+13.2%)	$4.3M	0.0%	-32.94%	30
MAI Capital Management	Increased	178,866(+0.0%)	$4.3M	0.0%	-21.78%	27
Select Equity Group, L.P.	Decreased	153,228(-30.4%)	$3.7M	0.0%	-49.20%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	138,615(-10.4%)	$3.5M	0.0%	-41.18%	0
Swiss National Bank	Increased	140,700(+2.7%)	$3.4M	0.0%	-24.68%	27
Rockefeller Capital Management L.P.	Decreased	120,622(-77.4%)	$2.9M	0.0%	-44.64%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	118,983(-34.3%)	$2.9M	0.0%	-31.63%	0
BARCLAYS PLC	Increased	111,314(+10.6%)	$2.7M	0.0%	-30.09%	29
Point72 Asset Management, L.P.	Decreased	109,353(-2.3%)	$2.6M	0.0%	-20.11%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	103,595(+14.3%)	$2.5M	0.0%	-19.52%	30
Russell Investments Group, Ltd.	Increased	99,030(+16.6%)	$2.4M	0.0%	-47.57%	30
Verition Fund Management LLC	Increased	95,581(+38.1%)	$2.3M	0.0%	-40.69%	34
MWMARSHALL WACE, LLP	New	87,008	$2.1M	0.0%	-12.42%	36
RHUMBLINE ADVISERS	Decreased	86,153(-13.4%)	$2.1M	0.0%	-18.83%	0
ALLIANCEBERNSTEIN L.P.	Decreased	82,143(-0.8%)	$2M	0.0%	-14.06%	0
HB Wealth Management, LLC	Decreased	73,748(-20.5%)	$1.8M	0.0%	-28.12%	0
Legal & General Group Plc	Decreased	71,968(-0.3%)	$1.7M	0.0%	-24.37%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	68,121(+2.5%)	$1.6M	0.0%	-6.86%	26
LPL Financial LLC	Decreased	66,448(-3.7%)	$1.6M	0.0%	-40.60%	0
Holocene Advisors, LP	Increased	63,242(+9.9%)	$1.5M	0.0%	-31.75%	28
Invesco Ltd.	Decreased	61,412(-87.8%)	$1.5M	0.0%	-49.82%	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Increased	59,953(+3.3%)	$1.4M	0.0%	-33.66%	26
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	59,529(+4.3%)	$1.4M	0.0%	-49.54%	27
Boston Partners	New	48,076	$1.2M	0.0%	-12.42%	35
CAPTRUST FINANCIAL ADVISORS	Increased	43,083(+280.9%)	$1M	0.0%	-18.98%	40
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	41,339	$993,376	0.0%	-38.41%	0
Walleye Capital LLC	New	38,933	$935,560	0.0%	-12.42%	35
RAYMOND JAMES FINANCIAL INC	New	34,223	$822,379	0.0%	-12.42%	34
NATIXIS	Unchanged	34,000	$817,020	0.0%	-20.11%	0
Corient Private Wealth LLC	Decreased	33,981(-31.3%)	$816,564	0.0%	-48.71%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	33,138(+1.4%)	$796,306	0.0%	-41.13%	25
Mariner, LLC	Increased	32,736(+76.3%)	$787,174	0.0%	-19.61%	37
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	31,697(-7.5%)	$761,679	0.0%	-21.27%	0
COMERICA BANK	Decreased	27,880(-61.0%)	$669,952	0.0%	-52.54%	0
Creative Planning	Increased	27,640(+248.4%)	$664,189	0.0%	-24.28%	40
PANAGORA ASSET MANAGEMENT INC	Increased	26,783(+4.9%)	$643,595	0.0%	-31.34%	26
ASSETMARK, INC	Decreased	26,662(-2.6%)	$640,688	0.0%	-47.50%	0
Quantinno Capital Management LP	Increased	26,087(+204.0%)	$626,871	0.0%	-15.10%	39
INTECH INVESTMENT MANAGEMENT LLC	Decreased	26,071(-10.2%)	$626,486	0.0%	-49.38%	0
XTX Topco Ltd	New	24,126	$579,748	0.0%	-12.42%	34
BLAIR WILLIAM & CO/IL	Decreased	23,357(-22.3%)	$561,269	0.0%	-20.11%	0
STIFEL FINANCIAL CORP	Increased	22,967(+2.6%)	$551,905	0.0%	-48.27%	25
Hudson Bay Capital Management LP	New	22,740	$546,442	0.0%	-12.42%	34
Arizona State Retirement System	Decreased	19,903(-4.7%)	$478,269	0.0%	-28.10%	0
ExodusPoint Capital Management, LP	New	19,612	$471,276	0.0%	-12.42%	33
Police & Firemen's Retirement System of New Jersey	Unchanged	19,455	$467,504	0.0%	-39.74%	0
Orion Porfolio Solutions, LLC	Decreased	17,436(-25.4%)	$418,987	0.0%	-47.08%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	17,199	$413,292	0.0%	-23.43%	0
KLP KAPITALFORVALTNING AS	Increased	15,300(+4.8%)	$367,659	0.0%	-41.61%	25
ProShare Advisors LLC	Increased	13,045(+8.5%)	$313,472	0.0%	-35.14%	26
AQR CAPITAL MANAGEMENT LLC	New	12,755	$306,503	0.0%	-12.42%	32
VOYA INVESTMENT MANAGEMENT LLC	Unchanged	12,743	$306,214	0.0%	-21.10%	0
Lido Advisors, LLC	Unchanged	10,098	$284,865	0.0%	-37.26%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	11,257	$270,506	0.0%	-12.42%	36
Pictet Asset Management Holding SA	Increased	11,166(+19.2%)	$268,319	0.0%	-37.56%	27
MILLENNIUM MANAGEMENT LLC	Decreased	10,752(-80.8%)	$258,371	0.0%	-48.97%	0
AMERIPRISE FINANCIAL INC	Decreased	8,890(-98.2%)	$213,627	0.0%	-20.11%	0
KLKING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	8,560	$205,697	0.0%	-52.93%	0
Ensign Peak Advisors, Inc	Decreased	5,498(-66.6%)	$132,117	0.0%	-21.50%	0
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	4,269(-55.7%)	$102,584	0.0%	-18.42%	0
CITIGROUP INC	Decreased	3,898(-69.2%)	$93,668	0.0%	-41.91%	0
NewEdge Advisors, LLC	Decreased	3,475(-68.6%)	$83,504	0.0%	-34.78%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2,191(-74.4%)	$52,650	0.0%	-38.56%	0
JONES FINANCIAL COMPANIES LLLP	Unchanged	1,300	$31,239	0.0%	-53.68%	0
Kestra Advisory Services, LLC	New	883	$21,212	0.0%	-12.42%	26
OSAIC HOLDINGS, INC.	Decreased	773(-61.0%)	$18,576	0.0%	-51.80%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	639(-3.0%)	$15,355	0.0%	-16.00%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	500	$12,015	0.0%	-16.33%	0
Farther Finance Advisors, LLC	Increased	395(+498.5%)	$9,492	0.0%	-14.05%	27
Allworth Financial LP	Increased	313(+187.2%)	$7,522	0.0%	-21.44%	18
LOS ANGELES CAPITAL MANAGEMENT LLC	New	317	$6,812	0.0%	-12.42%	24
BROWN BROTHERS HARRIMAN & CO	New	165	$3,965	0.0%	-12.42%	22
PRICE T ROWE ASSOCIATES INC /MD/	Increased	154,126(+143.0%)	$3,705	0.0%	-25.04%	23
Optiver Holding B.V.	Decreased	152(-56.8%)	$3,653	0.0%	-44.71%	0
Federation des caisses Desjardins du Quebec	Unchanged	124	$2,980	0.0%	-6.58%	0
Steward Partners Investment Advisory, LLC	Decreased	9(-83.3%)	$216	0.0%	-26.60%	0
BNP Paribas Asset Management Holding S.A.	Increased	1,159(+45.1%)	$28	0.0%	-39.33%	10
HUNTINGTON NATIONAL BANK	Decreased	1(-98.9%)	$24	0.0%	-19.96%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$255,583	0.0%	-34.93%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1.4M	0.0%	-8.78%	0
WESTFIELD CAPITAL MANAGEMENT CO LP	Exited	0(-100.0%)	$30.2M	0.0%	-45.97%	0
Capital World Investors	Exited	0(-100.0%)	$35.5M	0.0%	-36.00%	0
VICTORY CAPITAL MANAGEMENT INC	Exited	0(-100.0%)	$230,137	0.0%	+5.47%	0
FEDERATED HERMES, INC.	Exited	0(-100.0%)	$1.2M	0.0%	-8.78%	0
Tidal Investments LLC	Exited	0(-100.0%)	$8.6M	0.0%	-43.40%	0
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$1.2M	0.0%	-39.59%	0
TD Waterhouse Canada Inc.	Exited	0(-100.0%)	$22,840	0.0%	+5.95%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$482,024	0.0%	-8.78%	0
FIFTH THIRD BANCORP	Exited	0(-100.0%)	$987	0.0%	-8.78%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$35	0.0%	-8.78%	0
CIBC WORLD MARKETS CORP	Exited	0(-100.0%)	$370,863	0.0%	-39.84%	0
State of New Jersey Common Pension Fund D	Exited	0(-100.0%)	$1.8M	0.0%	-1.39%	0
CIBC Private Wealth Group LLC	Exited	0(-100.0%)	$20,537	0.0%	-43.58%	0
BANK OF MONTREAL /CAN/	Exited	0(-100.0%)	$258,573	0.0%	-29.89%	0
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$260,322	0.0%	-43.45%	0
TD ASSET MANAGEMENT INC	Exited	0(-100.0%)	$1.8M	0.0%	-39.79%	0
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$1.6M	0.0%	-28.12%	0
HighTower Advisors, LLC	Exited	0(-100.0%)	$582,988	0.0%	-43.58%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$61M	0.0%	+1.36%	0
Magnetar Financial LLC	Exited	0(-100.0%)	$990,227	0.0%	-8.78%	0

THE BALDWIN INSURANCE GRP IN

Continue exploring