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 %
CTC
151
Cetera Trust Company
Minnesota
$244K – – –
HFO
152
Heritage Family Offices
Arizona
$243K +$243K +5,446 New
BMWM
153
Brown Miller Wealth Management
Virginia
$236K +$236K +5,281 New
FHA
154
Flagship Harbor Advisors
Massachusetts
$231K – – –
X
155
Xponance
Pennsylvania
$224K +$224K +5,023 New
Prudential Financial
156
Prudential Financial
New Jersey
$221K +$18.5K +420 +9%
EC
157
EntryPoint Capital
New York
$214K +$214K +4,796 New
WA
158
Waverly Advisors
Alabama
$213K +$213K +4,757 New
CWA
159
Core Wealth Advisors
Florida
$202K +$202K +4,510 New
XT
160
XTX Topco
Cayman Islands
$201K +$201K +4,502 New
SOW
161
State of Wyoming
Wyoming
$166K +$71.1K +1,590 +75%
KBC Group
162
KBC Group
Belgium
$164K +$17.7K +396 +12%
TRCT
163
Tower Research Capital (TRC)
New York
$112K +$13.4K +300 +14%
Osaic Holdings
164
Osaic Holdings
Arizona
$105K +$77K +1,724 +273%
BAMF
165
BI Asset Management Fondsmaeglerselskab
Denmark
$104K -$1.98M -44,144 -95%
AB
166
Amalgamated Bank
New York
$103K +$10.2K +228 +11%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$79.5K +$11.5K +258 +17%
SO
168
STRS Ohio
Ohio
$71.5K -$13.4K -300 -16%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.5K -$804 -18 -1%
FHA
170
First Horizon Advisors
Tennessee
$63.2K – – –
Jones Financial Companies
171
Jones Financial Companies
Missouri
$62.9K +$13.5K +300 +27%
CA
172
Continuum Advisory
Idaho
$62.6K -$24.3K -543 -28%
CCM
173
Coldstream Capital Management
Washington
$53.8K +$53.8K +1,204 New
EWP
174
Elevation Wealth Partners
California
$44.5K +$7.2K +161 +19%
AssetMark Inc
175
AssetMark Inc
California
$43.3K – – –
5 6
7
8 9