Baldwin Insurance Group, Inc.: which funds bought and sold
Institutions that bought and sold Baldwin Insurance Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 105 institutions that filed 13F reports for both quarters added to or opened positions in Baldwin Insurance Group, and 100 cut or closed them. Together they added a net 408K shares, +0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+4.4%); index fund managers were net buyers of 607K shares (+3.0%). 36 opened a new position and 25 sold out entirely.
Bought, Q2 2026 105 institutions, 36 of them new holders Sold, Q2 2026 100 institutions, 25 of them sold out
Net change, all compared +408K shares (+0.5%)
Net change, active managers +1.7M shares (+4.4%), 19 bought, 19 sold
Buyers versus sellers
105 bought 41 100 sold
Active managers and hedge funds 19 bought · 19 sold · +1.7M
Index fund managers 7 bought · 3 sold · +607K
Other institutions 79 bought · 78 sold · −1.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Woodline Partners LP Hedge fund | +1.8M +362.1% | 2.3M | $60.2M |
| Frontier Capital Management Co LLC Active manager | +995K +90.3% | 2.1M | $55.8M |
| FMR LLC Active manager | +798K +5.7% | 14.8M | $392M |
| Bridgewater Advisors Inc. | +729K New position | 729K | $21.5M |
| Blackrock, Inc. Index funds | +601K +9.0% | 7.3M | $193M |
| Point72 Asset Management, L.P. Hedge fund | +591K +132.3% | 1.0M | $27.6M |
| Morgan Stanley | +474K +26.3% | 2.3M | $60.5M |
| T. Rowe Price Investment Management, Inc. Active manager | +438K +27.9% | 2.0M | $53.5M |
| Boston Partners Active manager | +420K +54.4% | 1.2M | $31.7M |
| UBS Group AG | +375K +29.6% | 1.6M | $43.6M |
| Bank Of America Corp | +336K +39.6% | 1.2M | $31.5M |
| Freestone Grove Partners LP Hedge fund | +328K New position | 328K | $8.7M |
| State Street Corp Index funds | +193K +7.8% | 2.7M | $70.8M |
| Geode Capital Management, LLC Index funds | +188K +8.8% | 2.3M | $62.2M |
| 1776 Wealth LLC | +178K +49.6% | 537K | $14.3M |
| Gillson Capital LP | +173K New position | 173K | $4.6M |
| Lighthouse Investment Partners, LLC Hedge fund | +172K New position | 172K | $4.6M |
| Balyasny Asset Management L.P. Hedge fund | +153K New position | 153K | $4.1M |
| Nuveen, LLC | +122K +45.0% | 393K | $10.4M |
| Fifth Third Bancorp | +106K +134.3% | 186K | $4.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Woodline Partners LP Hedge fund | +1.8M +362.1% | 2.3M | $60.2M |
| Frontier Capital Management Co LLC Active manager | +995K +90.3% | 2.1M | $55.8M |
| FMR LLC Active manager | +798K +5.7% | 14.8M | $392M |
| Point72 Asset Management, L.P. Hedge fund | +591K +132.3% | 1.0M | $27.6M |
| T. Rowe Price Investment Management, Inc. Active manager | +438K +27.9% | 2.0M | $53.5M |
| Boston Partners Active manager | +420K +54.4% | 1.2M | $31.7M |
| Freestone Grove Partners LP Hedge fund | +328K New position | 328K | $8.7M |
| Lighthouse Investment Partners, LLC Hedge fund | +172K New position | 172K | $4.6M |
| Balyasny Asset Management L.P. Hedge fund | +153K New position | 153K | $4.1M |
| Citadel Advisors LLC Hedge fund | +74K New position | 74K | $2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Nomura Holdings Inc | −1.5M −96.1% | 61K | $1.6M |
| Artisan Partners Limited Partnership Active manager | −1.2M Sold out | 0 | — |
| American Century Companies Inc Active manager | −1.0M Sold out | 0 | — |
| Bank Of New York Mellon Corp | −841K −21.5% | 3.1M | $81.8M |
| Westwood Holdings Group Inc Active manager | −639K −24.8% | 1.9M | $51.5M |
| Corient Private Wealth LP | −486K −96.8% | 16K | $428,710 |
| Fiera Capital Corp | −447K −42.9% | 596K | $15.9M |
| Man Group PLC Hedge fund | −371K −69.1% | 166K | $4.4M |
| New York State Common Retirement Fund | −334K −47.8% | 364K | $9.7M |
| Vanguard Capital Management LLC Index funds | −299K −8.6% | 3.2M | $84.2M |
| Metlife Investment Management, LLC | −245K −26.1% | 693K | $18.4M |
| Capital Research Global Investors Active manager | −235K −15.2% | 1.3M | $34.8M |
| Vanguard Portfolio Management LLC Index funds | −212K −6.1% | 3.3M | $86.7M |
| Palisade Capital Management, LP Active manager | −190K −52.4% | 173K | $4.6M |
| Champlain Investment Partners, LLC Active manager | −171K −16.6% | 863K | $22.9M |
| Annis Gardner Whiting Capital Advisors, LLC | −135K −7.9% | 1.6M | $42.1M |
| Royal Bank Of Canada | −127K −16.3% | 651K | $17.3M |
| Xtx Topco Ltd | −122K Sold out | 0 | — |
| Aristotle Capital Boston, LLC | −114K −16.7% | 568K | $15.1M |
| Kornitzer Capital Management Inc | −98K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Artisan Partners Limited Partnership Active manager | −1.2M Sold out | 0 | — |
| American Century Companies Inc Active manager | −1.0M Sold out | 0 | — |
| Westwood Holdings Group Inc Active manager | −639K −24.8% | 1.9M | $51.5M |
| Man Group PLC Hedge fund | −371K −69.1% | 166K | $4.4M |
| Capital Research Global Investors Active manager | −235K −15.2% | 1.3M | $34.8M |
| Palisade Capital Management, LP Active manager | −190K −52.4% | 173K | $4.6M |
| Champlain Investment Partners, LLC Active manager | −171K −16.6% | 863K | $22.9M |
| Price T Rowe Associates Inc Active manager | −90K −41.8% | 126K | $3.3M |
| William Blair Investment Management, LLC Active manager | −62K −0.9% | 6.7M | $179M |
| AQR Capital Management LLC Hedge fund | −37K −36.5% | 64K | $1.7M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Bridgewater Advisors Inc. | 729K | $21.5M |
| Freestone Grove Partners LPHedge fund | 328K | $8.7M |
| Gillson Capital LP | 173K | $4.6M |
| Lighthouse Investment Partners, LLCHedge fund | 172K | $4.6M |
| Balyasny Asset Management L.P.Hedge fund | 153K | $4.1M |
| Citadel Advisors LLCHedge fund | 74K | $2M |
| First Trust Advisors LP | 63K | $1.7M |
| Csm Advisors, LLC | 51K | $1.4M |
| Cerity Partners LLC | 37K | $987,290 |
| Bleakley Financial Group, LLC | 36K | $969,373 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Artisan Partners Limited PartnershipActive manager | 1.2M | $26.7M |
| American Century Companies IncActive manager | 1.0M | $22.6M |
| Xtx Topco Ltd | 122K | $2.7M |
| Kornitzer Capital Management Inc | 98K | $2.2M |
| Campbell & Co Investment Adviser LLC | 90K | $2M |
| Jefferies Financial Group Inc. | 48K | $1.1M |
| Summittx Capital, L.P. | 43K | $946,141 |
| Panagora Asset Management IncActive manager | 27K | $587,619 |
| Advisory Services Network, LLC | 26K | $579,545 |
| Numerai Gp LLC | 24K | $519,188 |
Who holds the shares
- Institutions reporting
- 225
- Ten largest holders
- 54.0% of 13F-reported shares
- Index fund managers
- 23.4% of 13F-reported shares
- Active managers and hedge funds
- 45.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 19 | 19 | 11 | 7 | +1.7M | +4.4% |
| Index fund managers | 7 | 3 | 0 | 0 | +607K | +3.0% |
| Other institutions | 79 | 78 | 25 | 18 | −1.9M | −6.6% |
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