We are live on ! Find out more
BWIN

Baldwin Insurance Group

218 hedge funds and large institutions have $1.99B invested in Baldwin Insurance Group in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more call options, than puts

Call options by funds: $470K | Put options by funds: $167K

88% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 49

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 205218 (+13)

2% more capital invested

Capital invested by funds: $1.94B → $1.99B (+$45.8M)

19.19% less ownership

Funds ownership: 112.73%93.54% (-19%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
92
Reduced
49
Closed
29
Calls
$470K
Puts
$167K
Net Calls
+$303K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$19.3M +$2.13M +98,600 +13%
Bank of America
27
Bank of America
North Carolina
$18.6M +$6.27M +289,879 +52%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$17.1M -$2.66M -122,885 -14%
Boston Partners
29
Boston Partners
Massachusetts
$17M +$15.7M +724,627 +1,507%
VM
30
Venator Management
Pennsylvania
$17M -$7.57K -350 -0%
Northern Trust
31
Northern Trust
Illinois
$16.5M +$3.52M +162,750 +28%
FAM
32
Fenimore Asset Management
New York
$15.4M +$2.61M +120,458 +21%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$15.3M +$10.3M +478,370 +218%
Goldman Sachs
34
Goldman Sachs
New York
$15M +$6.55M +302,819 +80%
ACB
35
Aristotle Capital Boston
Massachusetts
$15M -$1.21M -56,100 -8%
Charles Schwab
36
Charles Schwab
California
$14.9M +$1.7M +78,798 +13%
KCM
37
Kennedy Capital Management
Missouri
$14.1M -$3.83M -176,979 -22%
CIM
38
Confluence Investment Management
Missouri
$14M +$1.28M +59,134 +10%
VFT
39
Vanguard Fiduciary Trust
Pennsylvania
$12.4M +$12.2M +564,737 New
Man Group
40
Man Group
United Kingdom
$11.8M +$11.6M +536,852 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$11M +$9.4M +434,499 +639%
WP
42
Woodline Partners
California
$10.7M -$20.9M -968,374 -66%
SEI Investments
43
SEI Investments
Pennsylvania
$10M +$2.41M +111,640 +32%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$9.81M +$7.3M +337,625 +309%
BMO
45
Beck Mack & Oliver
New York
$9.37M +$2.97M +137,310 +47%
JP Morgan Chase
46
JP Morgan Chase
New York
$9.34M -$19.4M -898,894 -68%
CBU
47
CIBC Bancorp USA
Illinois
$8.88M +$8.75M +404,820 New
TCM
48
Tributary Capital Management
Nebraska
$8.08M -$213K -9,850 -3%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$8.07M -$423K -19,567 -5%
PCM
50
Palisade Capital Management
New Jersey
$7.97M +$7.86M +363,453 New