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 %
Bank of America
26
Bank of America
North Carolina
$29.4M 686,728 +41,303 +6%
Charles Schwab
27
Charles Schwab
California
$25.1M 586,904 +37,436 +7%
GKIM
28
GW&K Investment Management
Massachusetts
$24.6M 573,524 -51,076 -8%
Corient Private Wealth
29
Corient Private Wealth
Florida
$23.1M 540,004 +270,156 +100%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$22.5M 525,407 -14,441 -3%
Invesco
31
Invesco
Georgia
$20.8M 486,350 -70,425 -13%
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.2M 472,351 +18,211 +4%
ACB
33
Aristotle Capital Boston
Massachusetts
$18.3M 427,025 +4,155 +1%
TCM
34
Tributary Capital Management
Nebraska
$18.1M 423,605 -31,919 -7%
CIM
35
Confluence Investment Management
Missouri
$17.7M 413,228 -9,814 -2%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$15.7M 366,862 +616 +0.2%
FAM
37
Fenimore Asset Management
New York
$15M 351,403 +10,676 +3%
GIP
38
Granite Investment Partners
California
$14.8M 345,079 +62,173 +22%
UBS Group
39
UBS Group
Switzerland
$13.7M 321,012 -36,212 -10%
PCM
40
Peregrine Capital Management
Minnesota
$13.3M 311,148 -118,336 -28%
TI
41
Tidal Investments
Wisconsin
$13.1M 306,442 +18,120 +6%
KCM
42
Kennedy Capital Management
Missouri
$12.8M 299,553 -15,656 -5%
UBS AM
43
UBS AM
Illinois
$12.2M 284,668 +95,025 +50%
SEI Investments
44
SEI Investments
Pennsylvania
$11.8M 276,309 +35,057 +15%
Morgan Stanley
45
Morgan Stanley
New York
$11.8M 275,359 -784 -0.3%
Goldman Sachs
46
Goldman Sachs
New York
$11.6M 271,030 -108,571 -29%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$11M 257,384 +208,137 +423%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$10.7M 249,216 +29,987 +14%
Select Equity Group
49
Select Equity Group
New York
$10.4M 242,910 +81,684 +51%
NL
50
Nuveen LLC
North Carolina
$10.3M 241,301 -27,923 -10%
1
2
3 4 5