BWIN in the 13F filings

The Baldwin Insurance GRP In · CUSIP 05589G102

Sector · Insurance Theme · Financial services· L3VLUP-defined

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q3 2023 Q2 2023 Q1 2023 Q3 2022

Quarter end: 30 Jun 2026; the date the book describes
Filed: 2 Sep 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 19; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed: 20,877,336; combined, among listed positions
Reported value: $554m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,244,035.

Managers listing BWIN in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

19 of 19 holders

				Action		Filing
Fidelity (FMR LLC)	14,752,216	$392m	under 0.1%	Added	+798,154	13 Aug 2026 (the filing on sec.gov)
Woodline Partners LP	2,264,135	$60m	0.19%	Added	+1,774,195	14 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors	1,308,203	$35m	under 0.1%	Trimmed	-234,646	12 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	1,038,190	$28m	under 0.1%	Added	+591,212	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	329,652	$8.8m	under 0.1%	Trimmed	-552,233	14 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP	327,679	$8.7m	0.06%	New	new	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	166,028	$4.4m	under 0.1%	Trimmed	-370,824	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	153,172	$4.1m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	125,590	$3.3m	under 0.1%	Trimmed	-90,340	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	106,200	$2.3m	under 0.1%	Trimmed	-23	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	80,591	$2.1m	under 0.1%	Added	+10,489	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	73,992	$2.0m	under 0.1%	New	new	2 Sep 2026 (the filing on sec.gov)
AQR Capital Management LLC	63,518	$1.7m	under 0.1%	Trimmed	-36,577	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	39,293	$1.0m	under 0.1%	Added	+703	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	16,750	$445k	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	9,662	$257k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	8,313	$221k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	7,916	$210k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP	6,236	$166k	under 0.1%	New	new	12 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Woodline Partners LPexisting position · 2,264,135 shares now+1,774,195
Fidelity (FMR LLC)existing position · 14,752,216 shares now+798,154
Point72 Asset Management LPexisting position · 1,038,190 shares now+591,212
Freestone Grove Partners LPnew position · 327,679 shares now+327,679
Balyasny Asset Management LLCnew position · 153,172 shares now+153,172

Reductions

Janus Henderson Group Ltdexisting position · 329,652 shares now-552,233
Man Group PLCexisting position · 166,028 shares now-370,824
Capital Research Global Investorsexisting position · 1,308,203 shares now-234,646
T. Rowe Price Associates Incexisting position · 125,590 shares now-90,340
AQR Capital Management LLCexisting position · 63,518 shares now-36,577

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (8)

Exited (3)

Artisan Partners LPwas $27m
Holocene Advisors LPwas $361k
Brevan Howard Capital Management LPwas $337k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

2 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

BWIN by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q4 2019	1	$4.4m	n.a.	n.a.
Q4 2020	2	$12m	n.a.	n.a.
Q1 2021	1	$5.4m	n.a.	n.a.
Q3 2021	1	$1.3m	n.a.	n.a.
Q2 2022	1	$18m	n.a.	n.a.
Q3 2022	1	$11m	n.a.	n.a.
Q1 2023	1	$13m	n.a.	n.a.
Q2 2023	1	$26m	n.a.	n.a.
Q3 2023	2	$23m	n.a.	n.a.
Q3 2024	2	$494m	1	1
Q4 2024	2	$92m	1	1
Q1 2025	2	$149m	2	0
Q2 2025	4	$272m	4	0
Q3 2025	2	$163m	1	0
Q4 2025	2	$108m	13	11
Q1 2026	3	$71m	11	11
Q2 2026	3	$104m	13	9

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BWIN and V →BWIN and AXP →BWIN and BAC →Choose a stock to compare with BWIN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BWIN, latest filings →Back to the 13F Explorer →

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