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Baldwin Insurance Group, Inc. hedge fund holdings

BWINNASDAQ
$31.770.00 (0.00%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BWIN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+14.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258664$325M$105M208Aug 14, 2025
Q3 20256887$264M$181M202Nov 14, 2025
Q4 20257972$263M$258M199Feb 14, 2026
Q1 202611462$407M$271M214May 15, 2026
Q2 20268479$256M$249M215Aug 14, 2026

Quarterly action breakdown

Q2 2026
215 filers
New position
30
$47.9M+1.8M sh
Increased
54
$208M+7.83M sh
Reduced
57
-$201M-7.58M sh
Out / sold
22
-$47.6M-1.79M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Nomura Holdings IncReduce 96.05%-$39.4M$1.62M0.00%Aug 14, 2026
Artisan Partners Limited PartnershipSell 100%-$26.7M$00.00%Aug 13, 2026
Frontier Capital Management Co LLCAdded 90.27%+$26.5M$55.8M0.52%Aug 14, 2026
Bridgewater Advisors Inc.New Buy+$21.5M$21.5M1.17%Aug 5, 2026
Westwood Holdings Group IncReduce 24.79%-$17M$51.5M0.39%Aug 14, 2026
Confluence Investment Management LLCReduce 87.85%-$14.9M$2.06M0.03%Jul 1, 2026
Fiera Capital CorpReduce 42.86%-$11.9M$15.9M0.06%Aug 7, 2026
T. Rowe Price Investment Management, Inc.Added 27.86%+$11.6M$53.5M0.04%Aug 14, 2026
Freestone Grove Partners LPNew Buy+$8.71M$8.71M0.06%Aug 14, 2026
Palisade Capital Management, LPReduce 52.40%-$5.06M$4.6M0.20%Aug 14, 2026
1776 Wealth LLCAdded 49.62%+$4.74M$14.3M5.03%Aug 10, 2026
Gillson Capital LPNew Buy+$4.6M$4.6M0.27%Aug 14, 2026
Lighthouse Investment Partners, LLCNew Buy+$4.57M$4.57M0.12%Aug 14, 2026
Champlain Investment Partners, LLCReduce 16.56%-$4.55M$22.9M0.59%Aug 12, 2026
Annis Gardner Whiting Capital Advisors, LLCReduce 7.86%-$3.59M$42.1M6.31%Aug 10, 2026
Aristotle Capital Boston, LLCReduce 16.66%-$3.02M$15.1M1.01%Aug 14, 2026
Fenimore Asset Management IncAdded 13.10%+$2.45M$21.1M0.44%Jul 14, 2026
Kornitzer Capital Management IncSell 100%-$2.16M$00.00%Jul 31, 2026
Campbell & CO Investment Adviser LLCSell 100%-$1.98M$00.00%Aug 3, 2026
Summit Creek Advisors LLCReduce 50.35%-$1.79M$1.77M0.60%Aug 7, 2026
Nomura Asset Management International Inc.Reduce 3.39%-$1.79M$50.8M0.08%Aug 14, 2026
William Blair Investment Management, LLCReduce 0.91%-$1.64M$179M0.54%Aug 12, 2026
Pathway Financial Advisors LLCReduce 40.65%-$1.49M$2.17M0.25%Jul 6, 2026
CSM Advisors, LLCNew Buy+$1.37M$1.37M0.03%Aug 14, 2026
Capital International InvestorsAdded 2.87%+$1.25M$44.9M0.01%Aug 12, 2026
Jefferies Financial Group Inc.Sell 100%-$1.06M$00.00%Aug 17, 2026
Cibc World Market Inc.New Buy+$957K$957K0.00%Aug 13, 2026
SummitTX Capital, L.P.Sell 100%-$946K$00.00%Aug 14, 2026
Jain Global LLCNew Buy+$860K$860K0.00%Aug 14, 2026
Quantinno Capital Management LPAdded 299.28%+$845K$1.13M0.00%Aug 13, 2026
Kennedy Capital Management LLCReduce 4.76%-$813K$16.3M0.29%Aug 14, 2026
Quadrant Private Wealth Management, LLCReduce 44.68%-$745K$922K0.21%Jul 30, 2026
Weiss Asset Management LPNew Buy+$736K$736K0.01%Aug 14, 2026
Allstate CorpNew Buy+$638K$638K0.01%Aug 13, 2026
Peregrine Capital Management LLCReduce 8.02%-$569K$6.53M0.21%Jul 17, 2026
Numerai GP LLCSell 100%-$519K$00.00%Aug 14, 2026
IMC-Chicago, LLCNew Buy+$470K$470K0.00%Aug 6, 2026
Dockside LLCNew Buy+$431K$431K0.10%Aug 3, 2026
Holocene Advisors, LPSell 100%-$361K$00.00%Aug 14, 2026
Entrewealth, LLCReduce 33.40%-$357K$711K0.26%Aug 14, 2026
Zions Bancorporation, National AssociationReduce 43.34%-$305K$399K0.02%Jul 31, 2026
Beck Mack & Oliver LLCAdded 2.56%+$291K$11.6M0.23%Aug 14, 2026
Tributary Capital Management, LLCReduce 2.89%-$283K$9.51M0.78%Jul 23, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 21.30%+$261K$1.49M0.00%Aug 13, 2026
Xponance LLCNew Buy+$257K$257K0.00%Aug 10, 2026
Gotham Asset Management, LLCSell 100%-$228K$00.00%Aug 14, 2026
Bessemer Group IncSell 100%-$226K$00.00%Aug 12, 2026
King Luther Capital Management CorpNew Buy+$226K$226K0.00%Aug 10, 2026
Diversified Trust CoReduce 20.16%-$179K$711K0.01%Jul 17, 2026
Natixis Advisors, LLCReduce 27.43%-$127K$337K0.00%Aug 14, 2026
Lavaca Capital LLCNew Buy+$101K$101K0.01%Aug 14, 2026
Assetmark, IncReduce 13.22%-$92.4K$606K0.00%Jul 30, 2026
Blair William & CoReduce 12.76%-$74.5K$509K0.00%Aug 11, 2026
Bamco IncAdded 0.09%+$61.6K$72.1M0.11%Aug 14, 2026
KLP Kapitalforvaltning AsAdded 15.03%+$61.1K$468K0.00%Aug 12, 2026
Harbor Capital Advisors, Inc.Reduce 7.22%-$56.5K$726K0.05%Aug 7, 2026
ZWJ Investment Counsel IncReduce 15.68%-$41K$221K0.01%Jul 16, 2026
Cetera Trust Company, N.AAdded 10.90%+$23.4K$238K0.12%Aug 13, 2026
Continuum Advisory, LLCNew Buy+$15.2K$15.2K0.00%Aug 6, 2026
Kemnay Advisory Services Inc.New Buy+$14.5K$14.5K0.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdSell 100%-$10.9K$00.00%Aug 14, 2026
Versant Capital Management, IncAdded 43.32%+$9.65K$31.9K0.00%Jul 2, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 19.54%-$8.67K$35.7K0.00%Aug 13, 2026
Silver Grove Financial Group, Inc.New Buy+$8.29K$8.29K0.00%Aug 13, 2026
Owl Creek Wealth Partners LLCAdded 153.13%+$6.51K$10.8K0.00%Jul 20, 2026
Stone House Investment Management, LLCNew Buy+$5.18K$5.18K0.00%Aug 5, 2026
J.Safra Asset Management CorpAdded 160.82%+$4.15K$6.73K0.00%Aug 6, 2026
Madison Asset Management, LLCAdded 0.14%+$3.88K$2.75M0.03%Aug 10, 2026
Fulcrum Asset Management LLPNew Buy+$2.63K$2.63K0.00%Aug 18, 2026
Laird Norton Wetherby Trust Company, LLCAdded 0.11%+$2.21K$1.99M0.04%Aug 14, 2026
Cape Investment Advisory, Inc.New Buy+$1.6K$1.6K0.00%Jul 23, 2026
MassMutual Private Wealth & Trust, FSBSell 100%-$900$00.00%Jul 2, 2026
Bare Financial Services, IncReduce 11.52%-$585$4.49K0.00%Jul 27, 2026
Bogart Wealth, LLCNew Buy+$532$5320.00%Jul 24, 2026
Aptus Capital Advisors, LLCAdded 0.06%+$505$788K0.01%Aug 12, 2026
Cornerstone Wealth Group, LLCReduce 0.10%-$452$444K0.03%Jul 27, 2026
Lido Advisors, LLCAdded 0.06%+$159$267K0.00%Aug 7, 2026
Keating Financial Advisory Services, Inc.Reduce 2.20%-$53$2.37K0.00%Aug 11, 2026
Hughes Financial Services, LLCAdded 100.00%+$27$530.00%Jul 20, 2026

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