BWIN

Baldwin Insurance Group

217 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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$470K
Puts
$167K
Net Calls
Net Calls Change

Top Buyers

1 +$68.3M
2 +$36.8M
3 +$33.4M
4
BlackRock
BlackRock
New York
+$28.8M
5
Morgan Stanley
Morgan Stanley
New York
+$27.7M

Top Sellers

1 -$56.6M
2 -$42.7M
3 -$31.9M
4
WP
Woodline Partners
California
-$20.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1W
51
1776 Wealth
Georgia
$7.88M
ET
52
Equitable Trust
Tennessee
$6.21M
N
53
Nuveen
North Carolina
$5.94M
PCM
54
Peregrine Capital Management
Minnesota
$5.86M
MCM
55
MAI Capital Management
Ohio
$4.86M
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$4.74M
UBS AM
57
UBS AM
Illinois
$4.3M
NC
58
Nicholas Company
Wisconsin
$4.04M
CPSAC
59
Chas P. Smith & Associates (CPS)
Florida
$3.3M
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.18M
Wells Fargo
61
Wells Fargo
California
$3.09M
Swiss National Bank
62
Swiss National Bank
Switzerland
$3.09M
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2.95M
SCA
64
Summit Creek Advisors
Minnesota
$2.94M
PFA
65
Pathway Financial Advisors
Vermont
$2.88M
XT
66
XTX Topco
Cayman Islands
$2.68M
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.55M
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.52M
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.27M
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.27M
MAM
71
Madison Asset Management
Wisconsin
$2.27M
AQR Capital Management
72
AQR Capital Management
Connecticut
$2.2M
KCM
73
Kornitzer Capital Management
Kansas
$2.16M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.15M
HighTower Advisors
75
HighTower Advisors
Illinois
$2.04M