BWIN

Baldwin Insurance Group

224 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.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.66M
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$8.63M
NC
52
Nicholas Company
Wisconsin
$7.92M
KCM
53
Kornitzer Capital Management
Kansas
$7.69M
MCM
54
MAI Capital Management
Ohio
$7.52M
SCA
55
Summit Creek Advisors
Minnesota
$7.44M
American Century Companies
56
American Century Companies
Missouri
$6.8M
Wells Fargo
57
Wells Fargo
California
$6.71M
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$6.66M
Barclays
59
Barclays
United Kingdom
$6.42M
Neuberger Berman Group
60
Neuberger Berman Group
New York
$6.37M
PFA
61
Pathway Financial Advisors
Vermont
$6.03M
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.57M
MAM
63
Madison Asset Management
Wisconsin
$5.38M
Verition Fund Management
64
Verition Fund Management
Connecticut
$5.07M
HCA
65
Harbor Capital Advisors
Illinois
$4.79M
OCA
66
Otter Creek Advisors
Florida
$4.55M
Millennium Management
67
Millennium Management
New York
$4.45M
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.38M
First Trust Advisors
69
First Trust Advisors
Illinois
$4.11M
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$3.76M
HWM
71
HB Wealth Management
Georgia
$3.6M
ACM
72
Aubrey Capital Management
United Kingdom
$3.52M
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.52M
LPL Financial
74
LPL Financial
California
$3.38M
Legal & General Group
75
Legal & General Group
United Kingdom
$3.36M