We are live on ! Find out more
BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
101
Red Door Wealth Management
Tennessee
$649K
PAM
102
Panagora Asset Management
Massachusetts
$644K +$31.8K +1,249 +5%
AssetMark Inc
103
AssetMark Inc
California
$641K -$18.2K -714 -3%
QCM
104
Quantinno Capital Management
New York
$627K +$446K +17,506 +204%
IIM
105
INTECH Investment Management
Florida
$626K -$75.8K -2,975 -10%
ASN
106
Advisory Services Network
Georgia
$585K +$253K +9,941 +69%
XT
107
XTX Topco
Cayman Islands
$580K +$614K +24,126 New
HCA
108
Harbor Capital Advisors
Illinois
$566K -$683K -26,828 -53%
William Blair & Company
109
William Blair & Company
Illinois
$561K -$170K -6,687 -22%
Stifel Financial
110
Stifel Financial
Missouri
$552K +$15K +589 +3%
Hudson Bay Capital Management
111
Hudson Bay Capital Management
Connecticut
$546K +$579K +22,740 New
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$521K -$86.6K -3,400 -14%
VC
113
VarCov Co
Connecticut
$517K +$548K +21,524 New
ASRS
114
Arizona State Retirement System
Arizona
$478K -$25K -981 -5%
ECM
115
ExodusPoint Capital Management
New York
$471K +$499K +19,612 New
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$468K
BCI
117
Brinker Capital Investments
Pennsylvania
$419K -$151K -5,933 -25%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$413K
BFG
119
Bleakley Financial Group
New Jersey
$409K +$434K +17,023 New
CWG
120
Cornerstone Wealth Group
North Carolina
$402K +$484 +19 +0.1%
AGWCA
121
Annis Gardner Whiting Capital Advisors
Florida
$369K +$8.89K +349 +2%
KK
122
KLP Kapitalforvaltning
Norway
$368K +$17.8K +700 +5%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$321K -$235K -9,214 -41%
ProShare Advisors
124
ProShare Advisors
Maryland
$313K +$26.1K +1,023 +9%
AQR Capital Management
125
AQR Capital Management
Connecticut
$307K +$325K +12,755 New