BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

222 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.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$193M
2
Capital World Investors
2
Capital World Investors
California
$43.2M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$33.3M
4
CIP
4
Champlain Investment Partners
Vermont
$139M
5
Capital International Investors
5
Capital International Investors
California
$135M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
3
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
151
Cetera Trust Company
Minnesota
$258K 6,025 +555 +10%
ZIC
152
ZWJ Investment Counsel
Georgia
$247K 5,779 +5,779 New
HFO
153
Heritage Family Offices
Arizona
$246K 5,446 – –
MNBTD
154
Moody National Bank Trust Division
Texas
$243K 5,673 +193 +4%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$233K 5,444 -307 -5%
X
156
Xponance
Pennsylvania
$233K 5,437 +414 +8%
MML Investors Services
157
MML Investors Services
Massachusetts
$230K 5,368 +5,368 New
PAS
158
Park Avenue Securities
New York
$227K 5,302 +5,302 New
BMWM
159
Brown Miller Wealth Management
Virginia
$224K 5,226 -55 -1%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$223K 5,202 +5,202 New
JFG
161
Jefferies Financial Group
New York
$222K 5,187 +5,187 New
FHA
162
Flagship Harbor Advisors
Massachusetts
$221K 5,160 – –
Principal Financial Group
163
Principal Financial Group
Iowa
$214K 5,000 -57,405 -92%
CWP
164
Cyndeo Wealth Partners
Florida
$214K 4,998 +4,998 New
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$212K 4,951 +4,951 New
CWA
166
Core Wealth Advisors
Florida
$210K 4,915 +405 +9%
WA
167
Waverly Advisors
Alabama
$204K 4,763 +6 +0.1%
IA
168
IFP Advisors
Florida
$128K 2,823 +2,748 +3,664%
TFA
169
Toth Financial Advisory
Virginia
$116K 2,715 -14,620 -84%
SO
170
STRS Ohio
Ohio
$107K 2,500 +900 +56%
AB
171
Amalgamated Bank
New York
$99K 2,308 – –
KBC Group
172
KBC Group
Belgium
$90K 2,111 -1,564 -43%
FHA
173
First Horizon Advisors
Tennessee
$78.5K 1,834 +419 +30%
MYIA
174
Mount Yale Investment Advisors
Colorado
$57.5K 1,344 +1,344 New
Jones Financial Companies
175
Jones Financial Companies
Missouri
$55.5K 1,300 -95 -7%
5 6
7
8 9