BWIN

Baldwin Insurance Group

212 hedge funds and large institutions have $2.23B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 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:

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.23B (-$1.05B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
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
ZIC
226
ZWJ Investment Counsel
Georgia
MNBTD
227
Moody National Bank Trust Division
Texas
HFO
228
Heritage Family Offices
Arizona
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
X
230
Xponance
Pennsylvania
MML Investors Services
231
MML Investors Services
Massachusetts
PAS
232
Park Avenue Securities
New York
BMWM
233
Brown Miller Wealth Management
Virginia
JFG
234
Jefferies Financial Group
New York
FHA
235
Flagship Harbor Advisors
Massachusetts
Principal Financial Group
236
Principal Financial Group
Iowa
CWP
237
Cyndeo Wealth Partners
Florida
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
CWAF
239
Core Wealth Advisors (Florida)
Florida
WA
240
Waverly Advisors
Alabama
TFA
241
Toth Financial Advisory
Virginia
SO
242
STRS Ohio
Ohio
MYIA
243
Mount Yale Investment Advisors
Colorado
ACM
244
Aquatic Capital Management
Illinois
BIG
245
Brooklyn Investment Group
New York
Group One Trading
246
Group One Trading
Illinois
KIM
247
Kestra Investment Management
Texas
PFBT
248
Parkside Financial Bank & Trust
Missouri
NS
249
NBC Securities
Alabama
TPWA
250
Twin Peaks Wealth Advisors
California