BWIN

Baldwin Insurance Group

224 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.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.66M
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$411K
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$401K
AQR Capital Management
128
AQR Capital Management
Connecticut
$397K
Prudential Financial
129
Prudential Financial
New Jersey
$391K
CB
130
Commerce Bank
Missouri
$375K
CWM
131
CIBC World Markets
New York
$371K
OAM
132
Oppenheimer Asset Management
New York
$367K
PAM
133
Panagora Asset Management
Massachusetts
$362K
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$361K
P
135
Pitcairn
Pennsylvania
$360K
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$351K
Victory Capital Management
137
Victory Capital Management
Texas
$345K
Raymond James Financial
138
Raymond James Financial
Florida
$340K
VCA
139
Verdence Capital Advisors
Maryland
$339K
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$339K
QT
141
Quantbot Technologies
New York
$338K
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$327K
Creative Planning
143
Creative Planning
Kansas
$325K
AIP
144
Ameritas Investment Partners
Nebraska
$307K
Two Sigma Investments
145
Two Sigma Investments
New York
$294K
SCA
146
Snowden Capital Advisors
New York
$291K
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$276K
HWA
148
HHM Wealth Advisors
Tennessee
$268K
Truist Financial
149
Truist Financial
North Carolina
$267K
US Bancorp
150
US Bancorp
Minnesota
$259K