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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
1W
51
1776 Wealth
Georgia
$7.88M +$7.77M +359,191 New
ET
52
Equitable Trust
Tennessee
$6.21M +$6.12M +282,998 New
N
53
Nuveen
North Carolina
$5.94M +$604K +27,917 +11%
PCM
54
Peregrine Capital Management
Minnesota
$5.86M +$5.77M +266,910 New
MCM
55
MAI Capital Management
Ohio
$4.86M +$921K +42,591 +24%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$4.74M +$1.34M +61,804 +40%
UBS AM
57
UBS AM
Illinois
$4.3M +$121K +5,611 +3%
NC
58
Nicholas Company
Wisconsin
$4.04M -$20.1K -930 -0.5%
CPSAC
59
Chas P. Smith & Associates (CPS)
Florida
$3.3M +$2.01M +92,923 +162%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.18M +$562K +25,976 +22%
Wells Fargo
61
Wells Fargo
California
$3.09M -$848K -39,203 -22%
Swiss National Bank
62
Swiss National Bank
Switzerland
$3.09M
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2.95M +$298K +13,791 +11%
SCA
64
Summit Creek Advisors
Minnesota
$2.94M -$315K -14,548 -10%
PFA
65
Pathway Financial Advisors
Vermont
$2.88M
XT
66
XTX Topco
Cayman Islands
$2.68M +$2.12M +97,979 +406%
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.55M +$521K +24,080 +29%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.52M +$2.47M +114,210 +15,476%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.27M
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.27M +$375K +17,339 +20%
MAM
71
Madison Asset Management
Wisconsin
$2.27M -$20.7K -958 -0.9%
AQR Capital Management
72
AQR Capital Management
Connecticut
$2.2M +$1.89M +87,340 +685%
KCM
73
Kornitzer Capital Management
Kansas
$2.16M -$1.75M -81,039 -45%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.15M +$643K +29,741 +44%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.04M +$2.01M +93,077 New