Companies / Baldwin Insurance Group, Inc. / Institutional holders

Baldwin Insurance Group, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Lighthouse Investment Partners, LLC	$4.23M	176,047	0.13%
Select Equity Group, L.P.	$3.68M	153,228	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.46M	138,615	0.10%
Swiss National Bank	$3.38M	140,700	0.10%
SMITH CHAS P & ASSOCIATES PA CPAS	$3.30M	150,183	0.11%
Pathway Financial Advisors LLC	$3.21M	128,718	0.09%
Rockefeller Capital Management L.P.	$2.90M	120,622	0.09%
ENVESTNET ASSET MANAGEMENT INC	$2.86M	118,983	0.09%
DEUTSCHE BANK AG	$2.81M	105,609	0.08%
Barclays PLC	$2.67M	111,314	0.08%
Point72 Asset Management, L.P.	$2.63M	109,353	0.08%
AllianceBernstein L.P.	$2.55M	106,223	0.08%
Russell Investments Group, Ltd.	$2.38M	99,030	0.07%
Laird Norton Wetherby Trust Company, LLC	$2.35M	97,991	0.07%
Verition Fund Management LLC	$2.30M	95,581	0.07%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.27M	103,595	0.07%
RHUMBLINE ADVISERS	$2.27M	103,492	0.07%
Madison Asset Management, LLC	$2.27M	103,324	0.07%
AQR Capital Management, LLC	$2.20M	100,095	0.07%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$2.15M	97,862	0.07%
MARSHALL WACE, LLP	$2.09M	87,008	0.06%
Campbell & CO Investment Adviser LLC	$1.98M	90,230	0.06%
HB Wealth Management, LLC	$1.77M	73,748	0.05%
Legal & General Group Plc	$1.73M	71,968	0.05%
Quadrant Private Wealth Management, LLC	$1.61M	66,901	0.05%
Holocene Advisors, LP	$1.52M	63,242	0.05%
Invesco Ltd.	$1.48M	61,412	0.04%
Diversified Trust Co	$1.44M	59,802	0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH	$1.43M	59,529	0.04%
SAPIENT CAPITAL LLC	$1.27M	50,000	0.04%
CAPTRUST FINANCIAL ADVISORS	$1.04M	43,083	0.03%
Austin Wealth Management, LLC	$978.6K	37,337	0.03%
Walleye Capital LLC	$935.6K	38,933	0.03%
Mariner, LLC	$928.1K	42,303	0.03%
TWINBEECH CAPITAL LP	$907.7K	37,773	0.03%
WASHINGTON TRUST BANK	$870.3K	36,217	0.03%
RAYMOND JAMES FINANCIAL INC	$822.4K	34,223	0.02%
Corient Private Wealth LLC	$816.6K	33,981	0.02%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$796.3K	33,138	0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$761.7K	31,697	0.02%
NATIXIS	$746.0K	34,000	0.02%
ENTREWEALTH, LLC	$730.7K	37,337	0.03%
Zurcher Kantonalbank (Zurich Cantonalbank)	$718.3K	32,739	0.02%
COMERICA BANK	$670.0K	27,880	0.02%
Creative Planning	$664.2K	27,640	0.02%
Red Door Wealth Management, LLC	$648.8K	27,000	0.02%
PANAGORA ASSET MANAGEMENT INC	$643.6K	26,783	0.02%
Quantinno Capital Management LP	$626.9K	26,087	0.02%
LPL Financial LLC	$603.2K	22,693	0.02%
Advisory Services Network, LLC	$585.3K	24,357	0.02%