BWIN

Baldwin Insurance Group

204 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.73M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
151
Wealth Preservation Advisors
Tennessee
$46.4K
DCM
152
Dorato Capital Management
Colorado
$35.4K
Jones Financial Companies
153
Jones Financial Companies
Missouri
$31.2K
LFG
154
Larson Financial Group
Missouri
$29.1K
EWP
155
Elevation Wealth Partners
California
$28K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$28K
A
157
AlphaQuest
New York
$24.6K
S
158
SignatureFD
Georgia
$23.5K
FHC
159
First Horizon Corporation
Tennessee
$23K
KAS
160
Kestra Advisory Services
Texas
$21.2K
GI
161
GAMMA Investing
California
$19.5K
VCM
162
Versant Capital Management
Arizona
$18.8K
Osaic Holdings
163
Osaic Holdings
Arizona
$18.6K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$18K
MIM
165
MTM Investment Management
South Carolina
$16.8K
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$15.4K
TM
167
Torren Management
California
$13.5K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$12K
SCM
169
Sterling Capital Management
North Carolina
$11.2K
PTC
170
Private Trust Company
Ohio
$10.3K
FFA
171
Farther Finance Advisors
California
$9.49K
AP
172
Atwood & Palmer
Missouri
$9.42K
EWA
173
EverSource Wealth Advisors
Alabama
$9.08K
UB
174
UMB Bank
Missouri
$8.89K
AF
175
Allworth Financial
California
$7.52K