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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
N
101
Natixis
France
$746K
DT
102
Diversified Trust
Tennessee
$735K -$569K -26,319 -44%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$718K +$708K +32,739 New
VGA
104
Vanguard Global Advisers
Pennsylvania
$702K +$692K +32,004 New
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$684K +$735 +34 +0.1%
ACA
106
Aptus Capital Advisors
Alabama
$650K +$640K +29,613 New
HCA
107
Harbor Capital Advisors
Illinois
$646K +$127K +5,883 +25%
SFG
108
Sunburst Financial Group
Alabama
$642K +$633K +29,281 New
RDWM
109
Red Door Wealth Management
Tennessee
$592K
PAM
110
Panagora Asset Management
Massachusetts
$588K
Stifel Financial
111
Stifel Financial
Missouri
$584K +$79.3K +3,666 +16%
ZBNA
112
Zions Bancorporation, National Association
Utah
$581K -$356K -16,469 -38%
ASN
113
Advisory Services Network
Georgia
$580K +$44.5K +2,058 +8%
AssetMark Inc
114
AssetMark Inc
California
$577K -$7.98K -369 -1%
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$567K +$139K +6,407 +33%
AP
116
Americana Partners
Texas
$530K +$522K +24,156 New
BCI
117
Brinker Capital Investments
Pennsylvania
$529K +$144K +6,662 +38%
Barclays
118
Barclays
United Kingdom
$520K -$1.9M -87,626 -79%
N
119
Numerai
California
$519K +$512K +23,664 New
Empower Advisory Group
120
Empower Advisory Group
Colorado
$500K +$493K +22,806 New
William Blair & Company
121
William Blair & Company
Illinois
$482K -$30.3K -1,403 -6%
BIG
122
Brooklyn Investment Group
New York
$481K +$474K +21,914 New
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$476K
CWG
124
Cornerstone Wealth Group
North Carolina
$444K +$151 +7 +0%
ASRS
125
Arizona State Retirement System
Arizona
$432K -$4.41K -204 -1%