BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

219 hedge funds and large institutions have $3.24B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
83
Reduced
63
Closed
22
Calls
$2.95M
Puts
$129K
Net Calls
+$2.82M
Net Calls Change
+$5.03M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$249M
3
CIP
3
Champlain Investment Partners
Vermont
$118M
4
Invesco
4
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
WHG
3
Westwood Holdings Group
Texas
$79.5M
4
EA
4
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$8.48M +$526K +11,768 +7%
NC
52
Nicholas Company
Wisconsin
$8.27M +$3.8K +85 +0%
SCA
53
Summit Creek Advisors
Minnesota
$8.1M +$8.1M +181,142 New
MCM
54
MAI Capital Management
Ohio
$7.85M -$182K -4,079 -2%
Select Equity Group
55
Select Equity Group
New York
$7.21M +$5.7M +127,485 +378%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$6.51M +$6.51M +145,687 New
PFA
57
Pathway Financial Advisors
Vermont
$6.29M +$1.14M +25,464 +22%
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.86M – – –
Barclays
59
Barclays
United Kingdom
$5.11M -$241K -5,394 -5%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$4.9M +$33.2K +742 +0.7%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$4.89M -$781K -17,481 -14%
HCA
62
Harbor Capital Advisors
Illinois
$4.37M +$2.06M +46,171 +89%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$4.16M +$155K +3,478 +4%
MAM
64
Madison Asset Management
Wisconsin
$4.16M +$513K +11,483 +14%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$3.86M +$2.57M +57,410 +199%
HWM
66
HB Wealth Management
Georgia
$3.76M +$916K +20,488 +32%
AllianceBernstein
67
AllianceBernstein
Tennessee
$3.67M -$3.98K -89 -0.1%
Comerica Bank
68
Comerica Bank
Texas
$3.54M +$883K +19,762 +33%
Wells Fargo
69
Wells Fargo
California
$3.45M +$65.5K +1,466 +2%
Legal & General Group
70
Legal & General Group
United Kingdom
$3.28M +$58.6K +1,311 +2%
LIP
71
Lighthouse Investment Partners
Florida
$3.13M +$3.13M +70,140 New
CPSAC
72
Chas P. Smith & Associates (CPS)
Florida
$3.1M +$3.1M +69,340 New
LPL Financial
73
LPL Financial
California
$3.1M +$277K +6,583 +10%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$3.04M +$1.26M +28,146 +70%
First Trust Advisors
75
First Trust Advisors
Illinois
$2.83M -$2.65M -59,373 -48%
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