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BWIN

Baldwin Insurance Group

218 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 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more call options, than puts

Call options by funds: $470K | Put options by funds: $167K

88% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 49

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 205218 (+13)

2% more capital invested

Capital invested by funds: $1.94B → $1.99B (+$45.8M)

19.19% less ownership

Funds ownership: 112.73%93.54% (-19%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
92
Reduced
49
Closed
29
Calls
$470K
Puts
$167K
Net Calls
+$303K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
76
Campbell & Co Investment Adviser
Maryland
$1.98M +$1.25M +57,714 +177%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.87M -$1.19M -55,107 -40%
BBHC
78
Brown Brothers Harriman & Co
New York
$1.77M +$1.74M +80,500 +48,788%
Deutsche Bank
79
Deutsche Bank
Germany
$1.75M +$428K +19,806 +33%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$1.74M +$1.71M +79,193 New
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$1.64M -$499K -23,076 -24%
HWM
82
HB Wealth Management
Georgia
$1.63M +$15.2K +703 +1%
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.59M +$278K +12,873 +22%
Invesco
84
Invesco
Georgia
$1.54M +$188K +8,690 +14%
QPWM
85
Quadrant Private Wealth Management
Pennsylvania
$1.38M -$90.8K -4,200 -6%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$1.3M -$860K -39,761 -40%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.3M +$345K +15,963 +37%
Legal & General Group
88
Legal & General Group
United Kingdom
$1.25M -$329K -15,218 -21%
Creative Planning
89
Creative Planning
Kansas
$1.21M +$597K +27,593 +100%
SC
90
Sapient Capital
Indiana
$1.1M
LPL Financial
91
LPL Financial
California
$1.06M -$390K -18,052 -27%
JFG
92
Jefferies Financial Group
New York
$1.06M +$1.04M +48,258 New
VAM
93
Vanguard Asset Management
$1.01M +$998K +46,168 New
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$985K +$255K +11,770 +36%
SC
95
SummitTX Capital
Texas
$946K +$933K +43,124 New
Mariner
96
Mariner
Kansas
$928K +$207K +9,567 +29%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$897K +$198K +9,167 +29%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$847K +$591K +27,333 +243%
E
99
EntreWealth
Texas
$819K
WTB
100
Washington Trust Bank
Washington
$795K