BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

222 hedge funds and large institutions have $3.29B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
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
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K

Top Buyers

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

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
3
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$411K 9,610 +7,111 +285%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$401K 9,368 -134 -1%
AQR Capital Management
128
AQR Capital Management
Connecticut
$397K 9,263 -1,497 -14%
Prudential Financial
129
Prudential Financial
New Jersey
$391K 9,015 +3,995 +80%
CB
130
Commerce Bank
Missouri
$375K 8,762 – –
CWM
131
CIBC World Markets
New York
$371K 8,663 -6,310 -42%
OAM
132
Oppenheimer Asset Management
New York
$367K 8,577 +8,577 New
PAM
133
Panagora Asset Management
Massachusetts
$362K 8,464 +8,464 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$361K 8,429 – –
P
135
Pitcairn
Pennsylvania
$360K 8,401 -1,632 -16%
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$351K 8,200 – –
Victory Capital Management
137
Victory Capital Management
Texas
$345K 8,054 -63 -0.8%
Raymond James Financial
138
Raymond James Financial
Florida
$340K 7,934 -50,144 -86%
VCA
139
Verdence Capital Advisors
Maryland
$339K 7,921 +595 +8%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$339K 7,916 +170 +2%
QT
141
Quantbot Technologies
New York
$338K 7,905 -5,435 -41%
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$327K 7,643 +7,643 New
Creative Planning
143
Creative Planning
Kansas
$325K 7,583 -1,881 -20%
AIP
144
Ameritas Investment Partners
Nebraska
$307K 7,179 +206 +3%
Two Sigma Investments
145
Two Sigma Investments
New York
$294K 6,875 -6,456 -48%
SCA
146
Snowden Capital Advisors
New York
$291K 6,806 +6,806 New
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$276K 6,457 -482 -7%
HWA
148
HHM Wealth Advisors
Tennessee
$268K 6,270 – –
Truist Financial
149
Truist Financial
North Carolina
$267K 6,243 -434 -6%
US Bancorp
150
US Bancorp
Minnesota
$259K 6,055 -1,282 -17%
4 5
6
7 8