BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

222 hedge funds and large institutions have $3.29B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$193M
2
Capital World Investors
2
Capital World Investors
California
$43.2M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$33.3M
4
CIP
4
Champlain Investment Partners
Vermont
$139M
5
Capital International Investors
5
Capital International Investors
California
$135M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
3
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
226
Ameriprise
Minnesota
– – -9,807 Closed
DFP
227
Defined Financial Planning
California
– – -5,915 Closed
EC
228
EntryPoint Capital
New York
– – -4,796 Closed
XT
229
XTX Topco
Cayman Islands
– – -4,502 Closed
SOW
230
State of Wyoming
Wyoming
– – -3,716 Closed
BAMF
231
BI Asset Management Fondsmaeglerselskab
Denmark
– – -2,319 Closed
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -1,510 Closed
CA
233
Continuum Advisory
Idaho
– – -1,401 Closed
CCM
234
Coldstream Capital Management
Washington
– – -1,204 Closed
TH
235
TCTC Holdings
Texas
– – -410 Closed
QCG
236
Quadrant Capital Group
Ohio
– – -315 Closed
MG
237
Mather Group
Illinois
– – -210 Closed
Amundi
238
Amundi
France
– – -49 Closed
SW
239
SVB Wealth
Massachusetts
– – -23 Closed
SC
240
Stephens Consulting
Michigan
– – -20 Closed
HH
241
HWG Holdings
Texas
– – -19 Closed
BGAI
242
Bruce G. Allen Investments
Colorado
– – -18 Closed
CA
243
CoreCap Advisors
Michigan
– – -11 Closed
JWA
244
JFS Wealth Advisors
Pennsylvania
– – -9 Closed
GFPC
245
Global Financial Private Client
Florida
– – -4 Closed
HWM
246
Hemington Wealth Management
Virginia
$0 3 -2 -40%
C
247
Covestor
United Kingdom
$0 3 -1 -25%
CIAM
248
Caitong International Asset Management
Hong Kong
– – -1 Closed
CM
249
Caption Management
Oklahoma
– – – –
Simplex Trading
250
Simplex Trading
Illinois
– – – –
7 8 9
10
11