We are live on ! Find out more
BWIN

Baldwin Insurance Group

218 hedge funds and large institutions have $1.99B invested in Baldwin Insurance Group in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more call options, than puts

Call options by funds: $470K | Put options by funds: $167K

88% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 49

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 205218 (+13)

2% more capital invested

Capital invested by funds: $1.94B → $1.99B (+$45.8M)

19.19% less ownership

Funds ownership: 112.73%93.54% (-19%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
92
Reduced
49
Closed
29
Calls
$470K
Puts
$167K
Net Calls
+$303K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
126
INTECH Investment Management
Florida
$412K -$158K -7,304 -28%
VIA
127
Vanguard Investments Australia
Australia
$393K +$387K +17,894 New
Natixis Advisors
128
Natixis Advisors
Massachusetts
$383K +$89K +4,115 +31%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$377K
Citigroup
130
Citigroup
New York
$374K +$285K +13,163 +338%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$364K +$345K +15,941 +1,226%
Holocene Advisors
132
Holocene Advisors
New York
$361K -$1.01M -46,796 -74%
Raymond James Financial
133
Raymond James Financial
Florida
$358K -$387K -17,895 -52%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$351K +$70K +3,238 +25%
CC
135
Centiva Capital
New York
$348K +$343K +15,879 New
SG Americas Securities
136
SG Americas Securities
New York
$338K -$5.72M -264,382 -94%
BHCM
137
Brevan Howard Capital Management
Jersey
$337K +$333K +15,379 New
KK
138
KLP Kapitalforvaltning
Norway
$336K
Prudential Financial
139
Prudential Financial
New Jersey
$327K +$322K +14,895 New
ProShare Advisors
140
ProShare Advisors
Maryland
$304K +$18K +831 +6%
Ameriprise
141
Ameriprise
Minnesota
$263K +$67K +3,100 +35%
FNBOO
142
First National Bank of Omaha
Nebraska
$261K -$10.7K -493 -4%
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$245K
SRL
144
Scientech Research LLC
New Jersey
$243K +$240K +11,079 New
WA
145
Waverly Advisors
Alabama
$239K +$236K +10,914 New
Victory Capital Management
146
Victory Capital Management
Texas
$238K +$234K +10,829 New
QCM
147
Quantinno Capital Management
New York
$233K -$335K -15,470 -59%
GAM
148
Gotham Asset Management
New York
$228K +$225K +10,392 New
Bessemer Group
149
Bessemer Group
New Jersey
$226K -$732K -33,850 -77%
Lido Advisors
150
Lido Advisors
California
$220K -$1.53K -71 -0.7%