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

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
WHG
Westwood Holdings Group
Texas
$79.5M
4
EA
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$495K +$31.3K +700 +7%
AQR Capital Management
127
AQR Capital Management
Connecticut
$481K -$64.3K -1,439 -12%
Lido Advisors
128
Lido Advisors
California
$451K +$2.28K +51 +0.5%
P
129
Pitcairn
Pennsylvania
$448K +$1.61K +36 +0.4%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$441K +$441K +9,871 New
Ameriprise
131
Ameriprise
Minnesota
$438K +$2.28K +51 +0.5%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$425K +$41.4K +926 +11%
Creative Planning
133
Creative Planning
Kansas
$423K +$61.1K +1,367 +17%
Mariner
134
Mariner
Kansas
$422K -$169K -3,786 -29%
CB
135
Commerce Bank
Missouri
$392K -$3.49K -78 -0.9%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$377K – – –
Stifel Financial
137
Stifel Financial
Missouri
$369K +$369K +8,268 New
SDWMA
138
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K – – –
Victory Capital Management
139
Victory Capital Management
Texas
$363K -$7.33K -164 -2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$346K -$40.4K -904 -10%
US Bancorp
141
US Bancorp
Minnesota
$328K +$20.1K +450 +7%
VCA
142
Verdence Capital Advisors
Maryland
$327K +$79.8K +1,785 +32%
AIP
143
Ameritas Investment Partners
Nebraska
$312K – – –
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$310K -$223 -5 -0.1%
Truist Financial
145
Truist Financial
North Carolina
$298K -$159K -3,557 -35%
HWA
146
HHM Wealth Advisors
Tennessee
$280K – – –
DFP
147
Defined Financial Planning
California
$260K – – –
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$257K -$84.4K -1,889 -25%
Holocene Advisors
149
Holocene Advisors
New York
$249K +$249K +5,568 New
MNBTD
150
Moody National Bank Trust Division
Texas
$245K +$245K +5,480 New
4 5
6
7 8