BALDWIN INSURANCE GROUP INC/ (BWIN) Institutional Ownership Changes & 13F Activity
BALDWIN INSURANCE GROUP INC/ (BWIN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Woodline Partners Lp, Nomura Holdings Inc, Frontier Capital Management Co Llc, Westwood Holdings Group Inc, and Point72 Asset Management, L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +9,182 | +22.5% | 50,046 | $1.33M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -58 | -2.7% | 2,080 | $55.29K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +73,992 | — | 73,992 | $1.97M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -486,332 | -96.8% | 16,129 | $428.71K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -9,056 | -9.3% | 88,806 | $2.36M | Q2 2026 | Aug 24, 2026 |
| Fulcrum Asset Management Llp | Buy | +100 | — | 100 | $2.63K | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -14,347 | -13.8% | 89,248 | $2.37M | Q2 2026 | Aug 17, 2026 |
| Woodline Partners Lp | Buy | +1,774,195 | +362.1% | 2,264,135 | $60.18M | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Sell | -1,482,098 | -96.1% | 60,920 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Frontier Capital Management Co Llc | Buy | +995,206 | +90.3% | 2,097,658 | $55.76M | Q2 2026 | Aug 14, 2026 |
| Westwood Holdings Group Inc | Sell | -638,826 | -24.8% | 1,938,370 | $51.52M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +591,212 | +132.3% | 1,038,190 | $27.60M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +438,186 | +27.9% | 2,010,989 | $53.45M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -370,824 | -69.1% | 166,028 | $4.41M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +335,678 | +39.6% | 1,184,085 | $31.47M | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners Lp | Buy | +327,679 | — | 327,679 | $8.71M | Q2 2026 | Aug 14, 2026 |
| Metlife Investment Management, Llc | Sell | -244,896 | -26.1% | 692,797 | $18.41M | Q2 2026 | Aug 14, 2026 |
| Palisade Capital Management, Lp | Sell | -190,436 | -52.4% | 173,017 | $4.60M | Q2 2026 | Aug 14, 2026 |
| Gillson Capital Lp | Buy | +172,991 | — | 172,991 | $4.60M | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, Llc | Buy | +171,922 | — | 171,922 | $4.57M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +153,172 | — | 153,172 | $4.07M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -126,794 | -16.3% | 651,487 | $17.32M | Q2 2026 | Aug 14, 2026 |
| Aristotle Capital Boston, Llc | Sell | -113,633 | -16.7% | 568,427 | $15.11M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Sell | -90,340 | -41.8% | 125,590 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +80,591 | — | 80,591 | $2.14M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Sell | -67,172 | -3.4% | 1,912,711 | $50.84M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +57,226 | +40.7% | 197,936 | $5.26M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Buy | +51,388 | — | 51,388 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +45,189 | +6.7% | 723,413 | $19.23M | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Sell | -42,780 | -11.6% | 325,131 | $8.64M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about BWIN activity
Which institutional owners are buying BWIN?
Institutional owners buying BWIN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BWIN activity?
"Buy" means an investor increased their reported position in BWIN compared to the prior reporting period. This reflects growing exposure to BALDWIN INSURANCE GROUP INC/ (BWIN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BWIN increasing?
Institutional interest in BWIN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BWIN Institutional Insights
- BWIN Overview
- BWIN 13F Institutional Holders
- BWIN Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BWIN Insider Trading & SEC Form 4 Activity
- BWIN Articles
- Top Institutional Investor Stock Rankings