BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

224 hedge funds and large institutions have $3.3B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3%
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
93
Reduced
68
Closed
26
Calls
$4.66M
Puts
$42K
Net Calls
+$4.62M
Net Calls Change
+$1.8M

Top Buyers

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$3.31M -$78.4K -1,832 -2%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.94M +$285K +6,661 +11%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$2.91M -$4.2K -98 -0.1%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M +$230K +5,368 +9%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$2.65M +$23.8K +555 +0.9%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.63M +$134K +3,130 +5%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$2.51M +$238K +5,570 +10%
CPSAC
83
Chas P. Smith & Associates (CPS)
Florida
$2.45M -$517K -12,080 -17%
ZBNA
84
Zions Bancorporation, National Association
Utah
$2.4M -$11.3K -264 -0.5%
SC
85
Sapient Capital
Indiana
$2.14M – – –
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.12M +$8.99K +210 +0.4%
Deutsche Bank
87
Deutsche Bank
Germany
$2.11M -$196K -4,586 -9%
MIM
88
MetLife Investment Management
New Jersey
$1.8M +$103K +2,417 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$1.79M -$53.9K -1,260 -3%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$1.65M -$69.7K -1,629 -4%
VHAM
91
Van Hulzen Asset Management
California
$1.61M -$654K -15,275 -29%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$1.61M +$261K +6,100 +19%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M -$15.8K -369 -1%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.56M -$217K -5,073 -12%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$1.55M +$61.8K +1,443 +4%
Citigroup
96
Citigroup
New York
$1.38M -$895K -20,897 -39%
DT
97
Diversified Trust
Tennessee
$1.35M +$176K +4,109 +15%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.33M +$128 +3 +0%
LNWTC
99
Laird Norton Wetherby Trust Company
Washington
$1.32M – – –
AssetMark Inc
100
AssetMark Inc
California
$1.22M +$1.17M +27,434 +2,828%
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