BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

224 hedge funds and large institutions have $3.3B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3%
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
93
Reduced
68
Closed
26
Calls
$4.66M
Puts
$42K
Net Calls
+$4.62M
Net Calls Change
+$1.8M

Top Buyers

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
226
Franklin Resources
California
– -$1.52M -34,006 Closed
CF
227
Corebridge Financial
Texas
– -$1.48M -33,057 Closed
Ameriprise
228
Ameriprise
Minnesota
– -$438K -9,807 Closed
DFP
229
Defined Financial Planning
California
– -$260K -5,915 Closed
EC
230
EntryPoint Capital
New York
– -$214K -4,796 Closed
XT
231
XTX Topco
Cayman Islands
– -$201K -4,502 Closed
SOW
232
State of Wyoming
Wyoming
– -$166K -3,716 Closed
BAMF
233
BI Asset Management Fondsmaeglerselskab
Denmark
– -$104K -2,319 Closed
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$67.5K -1,510 Closed
CA
235
Continuum Advisory
Idaho
– -$62.6K -1,401 Closed
CCM
236
Coldstream Capital Management
Washington
– -$53.8K -1,204 Closed
TH
237
TCTC Holdings
Texas
– -$18.3K -410 Closed
QCG
238
Quadrant Capital Group
Ohio
– -$14.1K -315 Closed
MG
239
Mather Group
Illinois
– -$9.39K -210 Closed
Amundi
240
Amundi
France
– -$2.21K -49 Closed
SW
241
SVB Wealth
Massachusetts
– -$1.03K -23 Closed
SC
242
Stephens Consulting
Michigan
– -$894 -20 Closed
HH
243
HWG Holdings
Texas
– -$849 -19 Closed
BGAI
244
Bruce G. Allen Investments
Colorado
– -$804 -18 Closed
CA
245
CoreCap Advisors
Michigan
– -$492 -11 Closed
JWA
246
JFS Wealth Advisors
Pennsylvania
– -$403 -9 Closed
GFPC
247
Global Financial Private Client
Florida
– -$179 -4 Closed
CIAM
248
Caitong International Asset Management
Hong Kong
– -$45 -1 Closed
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