BWIN

Baldwin Insurance Group

211 hedge funds and large institutions have $2.25B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.25B (-$1.04B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.5M
Puts
$395K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
226
Moody National Bank Trust Division
Texas
HFO
227
Heritage Family Offices
Arizona
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
X
229
Xponance
Pennsylvania
MML Investors Services
230
MML Investors Services
Massachusetts
PAS
231
Park Avenue Securities
New York
BMWM
232
Brown Miller Wealth Management
Virginia
JFG
233
Jefferies Financial Group
New York
FHA
234
Flagship Harbor Advisors
Massachusetts
Principal Financial Group
235
Principal Financial Group
Iowa
CWP
236
Cyndeo Wealth Partners
Florida
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
CWA
238
Core Wealth Advisors
Florida
WA
239
Waverly Advisors
Alabama
TFA
240
Toth Financial Advisory
Virginia
SO
241
STRS Ohio
Ohio
MYIA
242
Mount Yale Investment Advisors
Colorado
ACM
243
Aquatic Capital Management
Illinois
BIG
244
Brooklyn Investment Group
New York
Group One Trading
245
Group One Trading
Illinois
KIM
246
Kestra Investment Management
Texas
PFBT
247
Parkside Financial Bank & Trust
Missouri
NS
248
NBC Securities
Alabama
TPWA
249
Twin Peaks Wealth Advisors
California
RAM
250
Riggs Asset Management
Pennsylvania