BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

219 hedge funds and large institutions have $3.24B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
83
Reduced
63
Closed
22
Calls
$2.95M
Puts
$129K
Net Calls
+$2.82M
Net Calls Change
+$5.03M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$249M
3
CIP
3
Champlain Investment Partners
Vermont
$118M
4
Invesco
4
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
WHG
3
Westwood Holdings Group
Texas
$79.5M
4
EA
4
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$26.5M +$3.31M +75,009 +14%
Invesco
27
Invesco
Georgia
$24.9M +$22.1M +494,508 +794%
Charles Schwab
28
Charles Schwab
California
$24.6M -$376K -8,409 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$24.1M +$18.3M +409,965 +316%
TCM
30
Tributary Capital Management
Nebraska
$20.4M -$728K -16,285 -3%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M -$2.71M -60,698 -12%
American Century Companies
32
American Century Companies
Missouri
$20.2M +$17.1M +383,137 +562%
PCM
33
Peregrine Capital Management
Minnesota
$19.2M +$577K +12,908 +3%
CIM
34
Confluence Investment Management
Missouri
$18.9M -$403K -9,024 -2%
ACB
35
Aristotle Capital Boston
Massachusetts
$18.9M -$4.4M -98,386 -19%
Goldman Sachs
36
Goldman Sachs
New York
$17M +$584K +13,058 +4%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$16.4M -$129K -2,876 -0.8%
UBS Group
38
UBS Group
Switzerland
$16M +$4.05M +90,581 +34%
FAM
39
Fenimore Asset Management
New York
$15.2M +$15.2M +340,727 New
KCM
40
Kennedy Capital Management
Missouri
$14.1M -$1.67M -37,412 -11%
TI
41
Tidal Investments
Wisconsin
$12.9M +$12.9M +288,322 New
GIP
42
Granite Investment Partners
California
$12.6M -$646K -14,461 -5%
Morgan Stanley
43
Morgan Stanley
New York
$12.3M -$648K -14,491 -5%
Corient Private Wealth
44
Corient Private Wealth
Florida
$12.1M +$10.5M +234,400 +661%
NL
45
Nuveen LLC
North Carolina
$12M +$12M +269,224 New
Millennium Management
46
Millennium Management
New York
$11.4M +$8.97M +200,754 +372%
SEI Investments
47
SEI Investments
Pennsylvania
$10.8M -$4.05M -90,705 -27%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$10.7M +$68.8K +1,540 +0.6%
KCM
49
Kornitzer Capital Management
Kansas
$10.7M – – –
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$9.8M +$5.35M +119,667 +120%
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