BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

224 hedge funds and large institutions have $3.3B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3%
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
93
Reduced
68
Closed
26
Calls
$4.66M
Puts
$42K
Net Calls
+$4.62M
Net Calls Change
+$1.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$193M
2
Capital World Investors
Capital World Investors
California
$43.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$33.3M
4
CIP
Champlain Investment Partners
Vermont
$139M
5
Capital International Investors
Capital International Investors
California
$135M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$8.63M +$3.94M +91,991 +84%
NC
52
Nicholas Company
Wisconsin
$7.92M – – –
KCM
53
Kornitzer Capital Management
Kansas
$7.69M -$2.61M -61,020 -25%
MCM
54
MAI Capital Management
Ohio
$7.52M – – –
SCA
55
Summit Creek Advisors
Minnesota
$7.44M -$317K -7,395 -4%
American Century Companies
56
American Century Companies
Missouri
$6.8M -$12.5M -292,597 -65%
Wells Fargo
57
Wells Fargo
California
$6.71M +$3.4M +79,448 +103%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$6.66M +$2.24M +55,326 +51%
Barclays
59
Barclays
United Kingdom
$6.42M +$1.52M +35,602 +31%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$6.37M +$136K +3,176 +2%
PFA
61
Pathway Financial Advisors
Vermont
$6.03M – – –
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.57M -$42.8K -1,000 -0.8%
MAM
63
Madison Asset Management
Wisconsin
$5.38M +$1.4M +32,758 +35%
Verition Fund Management
64
Verition Fund Management
Connecticut
$5.07M +$4.5M +105,039 +786%
HCA
65
Harbor Capital Advisors
Illinois
$4.79M +$599K +13,987 +14%
OCA
66
Otter Creek Advisors
Florida
$4.55M +$2.64M +61,758 +139%
Millennium Management
67
Millennium Management
New York
$4.45M -$6.46M -150,828 -59%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.38M +$394K +9,195 +10%
First Trust Advisors
69
First Trust Advisors
Illinois
$4.11M +$1.4M +32,629 +52%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.76M +$67K +1,565 +2%
HWM
71
HB Wealth Management
Georgia
$3.6M -$1.76K -41 -0%
ACM
72
Aubrey Capital Management
United Kingdom
$3.52M +$1.73M +40,300 +96%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.52M – – –
LPL Financial
74
LPL Financial
California
$3.38M +$226K +5,279 +7%
Legal & General Group
75
Legal & General Group
United Kingdom
$3.36M +$217K +5,075 +7%
1 2
3
4 5