BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

219 hedge funds and large institutions have $3.24B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
83
Reduced
63
Closed
22
Calls
$2.95M
Puts
$129K
Net Calls
+$2.82M
Net Calls Change
+$5.03M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$249M
3
CIP
3
Champlain Investment Partners
Vermont
$118M
4
Invesco
4
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
WHG
3
Westwood Holdings Group
Texas
$79.5M
4
EA
4
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.39M – – –
LNWTC
102
Laird Norton Wetherby Trust Company
Washington
$1.38M – – –
IIM
103
INTECH Investment Management
Florida
$1.27M -$4.29K -96 -0.3%
DT
104
Diversified Trust
Tennessee
$1.23M +$322K +7,206 +35%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$1.22M – – –
ACM
106
Aquatic Capital Management
Illinois
$1.21M +$205K +4,589 +20%
RDWM
107
Red Door Wealth Management
Tennessee
$1.21M – – –
Natixis Advisors
108
Natixis Advisors
Massachusetts
$1.03M +$37.3K +834 +4%
ASRS
109
Arizona State Retirement System
Arizona
$865K -$536 -12 -0.1%
Canada Life
110
Canada Life
Manitoba, Canada
$826K – – –
VOYA Investment Management
111
VOYA Investment Management
Georgia
$812K -$73.7K -1,649 -8%
WTB
112
Washington Trust Bank
Washington
$777K +$777K +17,377 New
TFA
113
Toth Financial Advisory
Virginia
$775K +$24.6K +550 +3%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$769K – – –
CWG
115
Cornerstone Wealth Group
North Carolina
$747K +$134 +3 +0%
CWM
116
CIBC World Markets
New York
$669K +$390K +8,736 +140%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$657K – – –
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$656K +$29.9K +670 +5%
ProShare Advisors
119
ProShare Advisors
Maryland
$653K -$186K -4,162 -22%
Verition Fund Management
120
Verition Fund Management
Connecticut
$597K -$496K -11,093 -45%
QT
121
Quantbot Technologies
New York
$596K -$1.06M -23,771 -64%
Two Sigma Investments
122
Two Sigma Investments
New York
$596K -$1.17M -26,125 -66%
KK
123
KLP Kapitalforvaltning
Norway
$590K – – –
ASN
124
Advisory Services Network
Georgia
$586K -$11.3K -253 -2%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$582K +$31.3K +700 +6%
3 4
5
6 7