BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

222 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.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
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
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K

Top Buyers

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

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
3
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$3.31M 77,279 -1,832 -2%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.94M 68,636 +6,661 +11%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$2.91M 68,002 -98 -0.1%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M 62,011 +5,368 +9%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$2.65M 61,912 +555 +0.9%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.63M 61,497 +3,130 +5%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$2.51M 58,713 +5,570 +10%
CPSAC
83
Chas P. Smith & Associates (CPS)
Florida
$2.45M 57,260 -12,080 -17%
ZBNA
84
Zions Bancorporation, National Association
Utah
$2.4M 55,996 -264 -0.5%
SC
85
Sapient Capital
Indiana
$2.14M 50,000 – –
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.12M 49,434 +210 +0.4%
Deutsche Bank
87
Deutsche Bank
Germany
$2.11M 49,315 -4,586 -9%
MIM
88
MetLife Investment Management
New Jersey
$1.8M 41,947 +2,417 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$1.79M 41,805 -1,260 -3%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$1.65M 38,537 -1,629 -4%
VHAM
91
Van Hulzen Asset Management
California
$1.61M 37,579 -15,275 -29%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$1.61M 37,539 +6,100 +19%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M 36,719 -369 -1%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.56M 36,536 -5,073 -12%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$1.55M 36,212 +1,443 +4%
Citigroup
96
Citigroup
New York
$1.38M 32,151 -20,897 -39%
DT
97
Diversified Trust
Tennessee
$1.35M 31,651 +4,109 +15%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.33M 31,036 +3 +0%
LNWTC
99
Laird Norton Wetherby Trust Company
Washington
$1.32M 30,780 – –
AssetMark Inc
100
AssetMark Inc
California
$1.22M 28,404 +27,434 +2,828%
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4
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