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BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
51
Lighthouse Investment Partners
Florida
$4.23M +$1.74M +68,259 +63%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$3.71M +$2.31M +90,700 +143%
Select Equity Group
53
Select Equity Group
New York
$3.68M -$1.7M -66,913 -30%
SCA
54
Summit Creek Advisors
Minnesota
$3.57M -$509K -19,979 -12%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$3.46M -$411K -16,127 -10%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.38M +$94.2K +3,700 +3%
PFA
57
Pathway Financial Advisors
Vermont
$3.21M
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.9M -$10.5M -414,083 -77%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.86M -$1.58M -62,183 -34%
Barclays
60
Barclays
United Kingdom
$2.67M +$272K +10,673 +11%
Point72 Asset Management
61
Point72 Asset Management
Connecticut
$2.63M -$64.4K -2,530 -2%
MAM
62
Madison Asset Management
Wisconsin
$2.51M -$17K -669 -0.6%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$330K +12,965 +14%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$2.38M +$358K +14,063 +17%
LNWTC
65
Laird Norton Wetherby Trust Company
Washington
$2.35M +$484 +19 +0%
Verition Fund Management
66
Verition Fund Management
Connecticut
$2.3M +$672K +26,387 +38%
Marshall Wace
67
Marshall Wace
United Kingdom
$2.09M +$2.22M +87,008 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.07M -$339K -13,319 -13%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.97M -$17.6K -691 -0.8%
HWM
70
HB Wealth Management
Georgia
$1.77M -$484K -18,999 -20%
Legal & General Group
71
Legal & General Group
United Kingdom
$1.73M -$5.02K -197 -0.3%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.64M +$41.5K +1,628 +2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.63M +$472K +18,534 +37%
QPWM
74
Quadrant Private Wealth Management
Pennsylvania
$1.61M +$1.45M +57,131 +585%
LPL Financial
75
LPL Financial
California
$1.6M -$65.3K -2,566 -4%