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BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$306K
FNBOO
127
First National Bank of Omaha
Nebraska
$297K -$6.85K -269 -2%
Lido Advisors
128
Lido Advisors
California
$285K
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$271K +$287K +11,257 New
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$268K +$45.8K +1,798 +19%
Millennium Management
131
Millennium Management
New York
$258K -$1.16M -45,366 -81%
FCM
132
FJ Capital Management
Virginia
$251K +$266K +10,454 New
Ameriprise
133
Ameriprise
Minnesota
$214K -$12.6M -493,672 -98%
YC
134
Yarbrough Capital
Tennessee
$211K
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$206K
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$203K
CTC
137
Cetera Trust Company
Minnesota
$194K +$52.1K +2,045 +34%
TRCT
138
Tower Research Capital (TRC)
New York
$191K +$122K +4,804 +152%
Canada Life
139
Canada Life
Manitoba, Canada
$181K -$332K -13,044 -63%
HWA
140
HHM Wealth Advisors
Tennessee
$151K
AIP
141
Ameritas Investment Partners
Nebraska
$141K
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$132K -$279K -10,950 -67%
FHA
143
Flagship Harbor Advisors
Massachusetts
$124K +$131K +5,160 New
US Bancorp
144
US Bancorp
Minnesota
$103K -$137K -5,367 -56%
Citigroup
145
Citigroup
New York
$93.7K -$223K -8,761 -69%
NA
146
NewEdge Advisors
Louisiana
$83.5K -$194K -7,600 -69%
IA
147
IFP Advisors
Florida
$69.2K -$280 -11 -0.4%
AB
148
Amalgamated Bank
New York
$54K -$1.66K -65 -3%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$52.6K -$162K -6,357 -74%
KBC Group
150
KBC Group
Belgium
$51K