BWIN

Baldwin Insurance Group

208 hedge funds and large institutions have $2.25B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.25B (-$1.04B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.5M
Puts
$395K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$5.04M
SCA
52
Summit Creek Advisors
Minnesota
$4.75M
Wells Fargo
53
Wells Fargo
California
$4.48M
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$4.48M
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.86M
OCA
56
Otter Creek Advisors
Florida
$3.69M
PFA
57
Pathway Financial Advisors
Vermont
$3.63M
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$3.16M
LIP
59
Lighthouse Investment Partners
Florida
$3.04M
MAM
60
Madison Asset Management
Wisconsin
$2.96M
Barclays
61
Barclays
United Kingdom
$2.84M
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$2.81M
LNWTC
63
Laird Norton Wetherby Trust Company
Washington
$2.76M
HWM
64
HB Wealth Management
Georgia
$2.62M
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.56M
Russell Investments Group
66
Russell Investments Group
United Kingdom
$2.4M
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.34M
Legal & General Group
68
Legal & General Group
United Kingdom
$2.04M
Comerica Bank
69
Comerica Bank
Texas
$2.02M
Verition Fund Management
70
Verition Fund Management
Connecticut
$1.95M
LPL Financial
71
LPL Financial
California
$1.95M
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.88M
TD Asset Management
73
TD Asset Management
Ontario, Canada
$1.8M
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.79M
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$1.76M