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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$8.63M 201,557 +91,991 +84%
NC
52
Nicholas Company
Wisconsin
$7.92M 185,025 – –
KCM
53
Kornitzer Capital Management
Kansas
$7.69M 179,519 -61,020 -25%
MCM
54
MAI Capital Management
Ohio
$7.52M 175,582 – –
SCA
55
Summit Creek Advisors
Minnesota
$7.44M 173,747 -7,395 -4%
American Century Companies
56
American Century Companies
Missouri
$6.8M 158,763 -292,597 -65%
Wells Fargo
57
Wells Fargo
California
$6.71M 156,698 +79,448 +103%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$6.66M 164,778 +55,326 +51%
Barclays
59
Barclays
United Kingdom
$6.42M 149,890 +35,602 +31%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$6.37M 148,863 +3,176 +2%
PFA
61
Pathway Financial Advisors
Vermont
$6.03M 140,753 – –
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.57M 130,200 -1,000 -0.8%
MAM
63
Madison Asset Management
Wisconsin
$5.38M 125,782 +32,758 +35%
Verition Fund Management
64
Verition Fund Management
Connecticut
$5.07M 118,407 +105,039 +786%
HCA
65
Harbor Capital Advisors
Illinois
$4.79M 111,765 +13,987 +14%
OCA
66
Otter Creek Advisors
Florida
$4.55M 106,231 +61,758 +139%
Millennium Management
67
Millennium Management
New York
$4.45M 103,906 -150,828 -59%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.38M 102,355 +9,195 +10%
First Trust Advisors
69
First Trust Advisors
Illinois
$4.11M 95,983 +32,629 +52%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.76M 87,856 +1,565 +2%
HWM
71
HB Wealth Management
Georgia
$3.6M 84,114 -41 -0%
ACM
72
Aubrey Capital Management
United Kingdom
$3.52M 82,300 +40,300 +96%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.52M 82,119 – –
LPL Financial
74
LPL Financial
California
$3.38M 78,908 +5,279 +7%
Legal & General Group
75
Legal & General Group
United Kingdom
$3.36M 78,479 +5,075 +7%
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