BWIN

Baldwin Insurance Group

208 hedge funds and large institutions have $2.25B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.25B (-$1.04B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.5M
Puts
$395K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$848K
IIM
102
INTECH Investment Management
Florida
$819K
E
103
EntreWealth
Texas
$812K
AssetMark Inc
104
AssetMark Inc
California
$772K
RDWM
105
Red Door Wealth Management
Tennessee
$762K
PAM
106
Panagora Asset Management
Massachusetts
$720K
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$708K
AWM
108
Austin Wealth Management
Texas
$678K
BCI
109
Brinker Capital Investments
Pennsylvania
$659K
Natixis Advisors
110
Natixis Advisors
Massachusetts
$637K
Stifel Financial
111
Stifel Financial
Missouri
$631K
ASRS
112
Arizona State Retirement System
Arizona
$589K
HighTower Advisors
113
HighTower Advisors
Illinois
$583K
Canada Life
114
Canada Life
Manitoba, Canada
$573K
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$549K
WTB
116
Washington Trust Bank
Washington
$531K
Mariner
117
Mariner
Kansas
$524K
GKIM
118
GW&K Investment Management
Massachusetts
$501K
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$485K
FGP
120
Freestone Grove Partners
California
$482K
CWG
121
Cornerstone Wealth Group
North Carolina
$471K
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$464K
AGWCA
123
Annis Gardner Whiting Capital Advisors
Florida
$423K
KK
124
KLP Kapitalforvaltning
Norway
$412K
N
125
Numerai
California
$410K