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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
Holocene Advisors
76
Holocene Advisors
New York
$1.52M +$145K +5,679 +10%
Invesco
77
Invesco
Georgia
$1.48M -$11.2M -441,427 -88%
Deutsche Bank
78
Deutsche Bank
Germany
$1.44M +$49K +1,925 +3%
DT
79
Diversified Trust
Tennessee
$1.44M +$437K +17,162 +40%
Universal-Beteiligungs- und Servicegesellschaft
80
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.43M +$62.9K +2,469 +4%
CPSAC
81
Chas P. Smith & Associates (CPS)
Florida
$1.38M
SC
82
Sapient Capital
Indiana
$1.27M
Boston Partners
83
Boston Partners
Massachusetts
$1.16M +$1.22M +48,076 New
Bessemer Group
84
Bessemer Group
New Jersey
$1.06M +$59.2K +2,325 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.04M +$809K +31,772 +281%
ZBNA
86
Zions Bancorporation, National Association
Utah
$1.03M -$148K -5,818 -12%
AWM
87
Austin Wealth Management
Texas
$979K +$218K +8,551 +30%
Walleye Capital
88
Walleye Capital
New York
$936K +$991K +38,933 New
TC
89
TwinBeech Capital
New York
$908K +$962K +37,773 New
WTB
90
Washington Trust Bank
Washington
$870K +$443K +17,378 +92%
Raymond James Financial
91
Raymond James Financial
Florida
$822K +$872K +34,223 New
N
92
Natixis
France
$817K
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$796K +$12K +471 +1%
Mariner
94
Mariner
Kansas
$787K +$361K +14,168 +76%
CCIA
95
Campbell & Co Investment Adviser
Maryland
$781K +$828K +32,516 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$762K -$65.6K -2,576 -8%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$749K +$8.02K +315 +1%
E
98
EntreWealth
Texas
$731K +$218K +8,551 +30%
Comerica Bank
99
Comerica Bank
Texas
$670K -$1.11M -43,688 -61%
Creative Planning
100
Creative Planning
Kansas
$664K +$502K +19,707 +248%