BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

224 hedge funds and large institutions have $3.3B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
93
Reduced
68
Closed
26
Calls
$4.66M
Puts
$42K
Net Calls
+$4.62M
Net Calls Change
+$1.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$193M
2
Capital World Investors
Capital World Investors
California
$43.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$33.3M
4
CIP
Champlain Investment Partners
Vermont
$139M
5
Capital International Investors
Capital International Investors
California
$135M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
101
INTECH Investment Management
Florida
$1.18M -$30.6K -714 -3%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$1.16M – – –
RDWM
103
Red Door Wealth Management
Tennessee
$1.16M – – –
Natixis Advisors
104
Natixis Advisors
Massachusetts
$1.02M +$26.4K +616 +3%
Stifel Financial
105
Stifel Financial
Missouri
$1M +$649K +15,156 +183%
BCI
106
Brinker Capital Investments
Pennsylvania
$961K +$961K +22,455 New
Canada Life
107
Canada Life
Manitoba, Canada
$877K +$86.8K +2,025 +11%
Holocene Advisors
108
Holocene Advisors
New York
$872K +$633K +14,794 +266%
ASRS
109
Arizona State Retirement System
Arizona
$850K +$21.7K +506 +3%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$823K +$45K +1,050 +6%
WTB
111
Washington Trust Bank
Washington
$806K +$62.6K +1,462 +8%
WG
112
Winton Group
United Kingdom
$767K +$767K +17,908 New
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$736K – – –
CWG
114
Cornerstone Wealth Group
North Carolina
$715K -$514 -12 -0.1%
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$683K +$53.6K +1,253 +9%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$629K – – –
KK
117
KLP Kapitalforvaltning
Norway
$625K +$59.9K +1,400 +11%
ProShare Advisors
118
ProShare Advisors
Maryland
$617K -$8.13K -190 -1%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$579K +$21.6K +504 +4%
QPWM
120
Quadrant Private Wealth Management
Pennsylvania
$551K +$551K +12,870 New
ASN
121
Advisory Services Network
Georgia
$530K +$47K +1,277 +10%
Mariner
122
Mariner
Kansas
$510K +$105K +2,462 +26%
NA
123
NewEdge Advisors
Louisiana
$474K – – –
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$443K +$20.1K +470 +5%
Lido Advisors
125
Lido Advisors
California
$432K – – –
3 4
5
6 7