Baldwin Insurance Group
BWIN
226 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, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.
11,000% more call options, than puts
Call options by funds: $4.66M | Put options by funds: $42K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 68
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
2% more funds holding
Funds holding: 221 → 226 (+5)
2.18% more ownership
Funds ownership: 106.57% → 108.74% (+2.2%)
1% more capital invested
Capital invested by funds: $3.25B → $3.29B (+$42.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$79.8M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$41M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$31.6M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$24.7M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$26.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$11.9M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.7M |
| 5 |
JP Morgan Chase
New York
|
-$8.38M |
BWIN Hedge Fund Activity: Q2 2025 in Review
226 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2025, worth a combined $3.29B — up 1.3% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BWIN positions and 26 closed out — a net gain of 6 holders — while 93 added to existing stakes and 68 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $79.8M. The largest seller was Boston Partners, exiting entirely with an estimated $26.5M sold.
- 226 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2025, up from 221 in Q1 2025.
- Funds reported $3.29B of Baldwin Insurance Group stock for Q2 2025, up 1.3% quarter-over-quarter.
- 32 funds opened new Baldwin Insurance Group positions in Q2 2025 and 26 closed out, a net change of +6 holders.
- The largest Baldwin Insurance Group buyer in Q2 2025 was Capital Research Global Investors, an estimated $79.8M added.
- The largest Baldwin Insurance Group seller in Q2 2025 was Boston Partners, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2025.