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BWIN

Baldwin Insurance Group

218 hedge funds and large institutions have $1.99B invested in Baldwin Insurance Group in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more call options, than puts

Call options by funds: $470K | Put options by funds: $167K

88% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 49

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 205218 (+13)

2% more capital invested

Capital invested by funds: $1.94B → $1.99B (+$45.8M)

19.19% less ownership

Funds ownership: 112.73%93.54% (-19%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
92
Reduced
49
Closed
29
Calls
$470K
Puts
$167K
Net Calls
+$303K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$306M +$68.3M +3,157,711 +29%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$149M -$16.2M -749,321 -10%
BlackRock
3
BlackRock
New York
$146M +$28.8M +1,330,138 +25%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$86M +$22.6M +1,044,200 +36%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$76.2M +$75.2M +3,475,131 New
VCM
6
Vanguard Capital Management
Pennsylvania
$76M +$74.9M +3,464,919 New
BAMCO Inc
7
BAMCO Inc
New York
$59.5M -$6.5M -300,360 -10%
WHG
8
Westwood Holdings Group
Texas
$56.5M -$5.93M -274,322 -10%
State Street
9
State Street
Massachusetts
$54.3M +$7.39M +341,635 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$47.2M +$8.93M +412,901 +24%
NAMI
11
Nomura Asset Management International
Pennsylvania
$43.4M +$2.54M +117,227 +6%
Morgan Stanley
12
Morgan Stanley
New York
$39.6M +$27.7M +1,280,249 +245%
AGWCA
13
Annis Gardner Whiting Capital Advisors
Florida
$37.7M +$36.8M +1,702,189 +11,090%
Capital International Investors
14
Capital International Investors
California
$36.1M -$42.7M -1,974,575 -55%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$34.5M +$9.02M +417,244 +36%
Nomura Holdings
16
Nomura Holdings
Japan
$33.9M +$33.4M +1,543,018 New
Capital Research Global Investors
17
Capital Research Global Investors
California
$33.9M -$31.9M -1,474,222 -49%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$29.3M +$4.14M +191,482 +17%
UBS Group
19
UBS Group
Switzerland
$27.8M +$12.6M +580,507 +85%
Artisan Partners
20
Artisan Partners
Wisconsin
$26.7M +$26.3M +1,217,970 New
FCM
21
Frontier Capital Management
Massachusetts
$24.2M +$18.3M +845,551 +329%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$22.9M +$1.14M +52,559 +5%
CIP
23
Champlain Investment Partners
Vermont
$22.7M -$56.6M -2,616,150 -72%
American Century Companies
24
American Century Companies
Missouri
$22.6M +$771K +35,650 +4%
MIM
25
MetLife Investment Management
New Jersey
$20.6M +$6.89M +318,401 +51%