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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
WPA
151
Wealth Preservation Advisors
Tennessee
$46.4K +$49.2K +1,931 New
DCM
152
Dorato Capital Management
Colorado
$35.4K +$33.9K +1,333 New
Jones Financial Companies
153
Jones Financial Companies
Missouri
$31.2K
LFG
154
Larson Financial Group
Missouri
$29.1K +$26.8K +1,053 +666%
EWP
155
Elevation Wealth Partners
California
$28K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$28K +$9.17K +360 +45%
A
157
AlphaQuest
New York
$24.6K -$23.7K -930 -48%
S
158
SignatureFD
Georgia
$23.5K +$12.6K +496 +103%
FHC
159
First Horizon Corporation
Tennessee
$23K +$10.9K +427 +80%
KAS
160
Kestra Advisory Services
Texas
$21.2K +$22.5K +883 New
GI
161
GAMMA Investing
California
$19.5K +$14.8K +583 +256%
VCM
162
Versant Capital Management
Arizona
$18.8K +$19.6K +770 +5,923%
Osaic Holdings
163
Osaic Holdings
Arizona
$18.6K -$30.7K -1,207 -61%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$18K +$12K +471 +176%
MIM
165
MTM Investment Management
South Carolina
$16.8K
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$15.4K -$509 -20 -3%
TM
167
Torren Management
California
$13.5K +$14.3K +561 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$12K
SCM
169
Sterling Capital Management
North Carolina
$11.2K +$7.56K +297 +175%
PTC
170
Private Trust Company
Ohio
$10.3K +$1.6K +63 +17%
FFA
171
Farther Finance Advisors
California
$9.49K +$8.38K +329 +498%
AP
172
Atwood & Palmer
Missouri
$9.42K
EWA
173
EverSource Wealth Advisors
Alabama
$9.08K +$8.56K +336 +800%
UB
174
UMB Bank
Missouri
$8.89K
AF
175
Allworth Financial
California
$7.52K +$5.2K +204 +187%