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BWIN in the 13F filings

The Baldwin Insurance GRP In · CUSIP 05589G102

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q3 2023Q2 2023Q1 2023Q3 2022
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
17,395,349
combined, among listed positions
Reported value
$418m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -999,762.

Managers listing BWIN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Fidelity (FMR LLC)10,796,351$259munder 0.1%Added+41,10717 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors3,017,071$73munder 0.1%Trimmed-1,496,17911 Feb 2026 (the filing on sec.gov)
Woodline Partners LP1,458,314$35m0.14%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd783,285$19munder 0.1%Trimmed-21,93317 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC301,576$7.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC269,838$6.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc154,126$3.7munder 0.1%Added+90,70017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP109,353$2.6munder 0.1%Trimmed-2,53017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC95,581$2.3munder 0.1%Added+26,38713 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP87,008$2.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP82,143$2.0munder 0.1%Trimmed-69117 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP63,242$1.5munder 0.1%Added+5,67917 Feb 2026 (the filing on sec.gov)
Invesco Ltd61,412$1.5munder 0.1%Trimmed-441,42719 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC38,933$936kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP22,740$546kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP19,612$471kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC12,755$307kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP11,257$271kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC10,752$258kunder 0.1%Trimmed-45,36617 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (9)

Exited (5)

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.

012342021202320252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BWIN by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20191$4.4mn.a.n.a.
Q4 20202$12mn.a.n.a.
Q1 20211$5.4mn.a.n.a.
Q3 20211$1.3mn.a.n.a.
Q2 20221$18mn.a.n.a.
Q3 20221$11mn.a.n.a.
Q1 20231$13mn.a.n.a.
Q2 20231$26mn.a.n.a.
Q3 20232$23mn.a.n.a.
Q3 20242$494m11
Q4 20242$92m11
Q1 20252$149m20
Q2 20254$272m40
Q3 20252$163m10
Q4 20252$108m1311
Q1 20263$71m1111
Q2 20263$104m139

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 →