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BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
226
Henshaw Capital
Massachusetts
-$432K -15,326 Closed
N
227
Numerai
California
-$410K -14,518 Closed
EMPI
228
Elo Mutual Pension Insurance
Finland
-$346K -12,271 Closed
QT
229
Quantbot Technologies
New York
-$286K -10,145 Closed
SC
230
SummitTX Capital
Texas
-$268K -9,510 Closed
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
-$260K -9,228 Closed
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
-$259K -9,166 Closed
Prudential Financial
233
Prudential Financial
New Jersey
-$256K -9,060 Closed
OAM
234
Oppenheimer Asset Management
New York
-$238K -8,421 Closed
SDWMA
235
Schneider Downs Wealth Management Advisors
Pennsylvania
-$231K -8,200 Closed
Victory Capital Management
236
Victory Capital Management
Texas
-$230K -8,158 Closed
P
237
Pitcairn
Pennsylvania
-$202K -7,155 Closed
CIAM
238
Caitong International Asset Management
Hong Kong
-$39.4K -1,395 Closed
Simplex Trading
239
Simplex Trading
Illinois
-$35K -1,263 Closed
TWC
240
TD Waterhouse Canada
Ontario, Canada
-$22.8K -841 Closed
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
-$20.5K -728 Closed
CA
242
Clearstead Advisors
Ohio
-$18.6K -659 Closed
PS
243
Principal Securities
Iowa
-$6.35K -225 Closed
RA
244
Rise Advisors
New York
-$5.73K -203 Closed
HFS
245
Hantz Financial Services
Michigan
-$3K -114 Closed
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
-$987 -35 Closed
AT
247
Arlington Trust
Alabama
-$875 -31 Closed
PPC
248
Park Place Capital
Alabama
-$762 -27 Closed
FFO
249
Fortitude Family Office
Arizona
-$564 -20 Closed