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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
MIM
26
MetLife Investment Management
New Jersey
$14.9M +$14.7M +577,345 +1,376%
Charles Schwab
27
Charles Schwab
California
$14.4M +$66.5K +2,613 +0.4%
Northern Trust
28
Northern Trust
Illinois
$14.1M -$1.43M -56,121 -9%
FAM
29
Fenimore Asset Management
New York
$14M +$1.93M +75,793 +15%
CIM
30
Confluence Investment Management
Missouri
$13.9M +$4.42M +173,390 +43%
Bank of America
31
Bank of America
North Carolina
$13.4M -$655K -25,710 -4%
PFMOSF
32
Philadelphia Financial Management of San Francisco
California
$13.4M +$14.2M +556,299 New
Morgan Stanley
33
Morgan Stanley
New York
$12.6M +$7.59M +298,136 +133%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$9.31M +$615K +24,139 +7%
Goldman Sachs
35
Goldman Sachs
New York
$9.12M +$3.22M +126,457 +50%
TCM
36
Tributary Capital Management
Nebraska
$9.09M -$751K -29,508 -7%
MF
37
Milford Funds
$8.32M +$8.82M +346,319 New
SEI Investments
38
SEI Investments
Pennsylvania
$8.28M -$1.5M -58,964 -15%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$7.25M +$7.68M +301,576 New
BMO
40
Beck Mack & Oliver
New York
$6.96M +$7.38M +289,775 New
SG Americas Securities
41
SG Americas Securities
New York
$6.72M +$7.12M +279,770 New
Citadel Advisors
42
Citadel Advisors
Florida
$6.48M +$6.87M +269,838 New
FCM
43
Frontier Capital Management
Massachusetts
$6.17M +$6.54M +256,901 New
N
44
Nuveen
North Carolina
$5.84M +$99.5K +3,907 +2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$5.28M
UBS AM
46
UBS AM
Illinois
$4.58M +$108K +4,255 +2%
NC
47
Nicholas Company
Wisconsin
$4.45M +$4.33K +170 +0.1%
Wells Fargo
48
Wells Fargo
California
$4.32M +$536K +21,033 +13%
KCM
49
Kornitzer Capital Management
Kansas
$4.31M
MCM
50
MAI Capital Management
Ohio
$4.3M +$866 +34 +0%