BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

219 hedge funds and large institutions have $3.24B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
83
Reduced
63
Closed
22
Calls
$2.95M
Puts
$129K
Net Calls
+$2.82M
Net Calls Change
+$5.03M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$249M
3
CIP
3
Champlain Investment Partners
Vermont
$118M
4
Invesco
4
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
WHG
3
Westwood Holdings Group
Texas
$79.5M
4
EA
4
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$2.79M +$114K +2,546 +4%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.77M -$42.3K -947 -2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$47K -1,051 -2%
Universal-Beteiligungs- und Servicegesellschaft
79
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.61M +$2.61M +58,367 New
Raymond James Financial
80
Raymond James Financial
Florida
$2.6M +$852K +19,057 +49%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.53M -$1.33M -29,869 -35%
ZBNA
82
Zions Bancorporation, National Association
Utah
$2.51M +$2.51M +56,260 New
Deutsche Bank
83
Deutsche Bank
Germany
$2.41M -$245K -5,480 -9%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$2.38M +$168K +3,770 +8%
Citigroup
85
Citigroup
New York
$2.37M -$165K -3,684 -6%
VHAM
86
Van Hulzen Asset Management
California
$2.36M -$45.9K -1,027 -2%
SC
87
Sapient Capital
Indiana
$2.23M +$2.23M +50,000 New
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$2.2M – – –
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$78.3K +1,753 +4%
OCA
90
Otter Creek Advisors
Florida
$1.99M -$3.72M -83,280 -65%
Bessemer Group
91
Bessemer Group
New Jersey
$1.92M +$513K +11,485 +36%
ACM
92
Aubrey Capital Management
United Kingdom
$1.88M +$1.88M +42,000 New
HighTower Advisors
93
HighTower Advisors
Illinois
$1.86M +$1.86M +41,609 New
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$1.8M +$103K +2,309 +6%
MIM
95
MetLife Investment Management
New Jersey
$1.77M -$28.9K -647 -2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M +$70.7K +1,581 +4%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$1.55M +$3.84K +86 +0.2%
Franklin Resources
98
Franklin Resources
California
$1.52M +$1.52M +34,006 New
CF
99
Corebridge Financial
Texas
$1.48M -$3.62K -81 -0.2%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$1.41M +$581K +13,000 +71%
2 3
4
5 6