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BWIN

Baldwin Insurance Group

218 hedge funds and large institutions have $1.99B invested in Baldwin Insurance Group in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more call options, than puts

Call options by funds: $470K | Put options by funds: $167K

88% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 49

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 205218 (+13)

2% more capital invested

Capital invested by funds: $1.94B → $1.99B (+$45.8M)

19.19% less ownership

Funds ownership: 112.73%93.54% (-19%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
92
Reduced
49
Closed
29
Calls
$470K
Puts
$167K
Net Calls
+$303K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
151
ZWJ Investment Counsel
Georgia
$216K +$213K +9,844 New
ACM
152
Aurdan Capital Management
Pennsylvania
$213K +$210K +9,700 New
TRCT
153
Tower Research Capital (TRC)
New York
$212K +$36.7K +1,698 +21%
CCM
154
Cloud Capital Management
Washington
$208K +$205K +9,498 New
CWAF
155
Core Wealth Advisors (Florida)
Florida
$207K +$204K +9,424 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$196K +$146K +6,728 +307%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$185K
CTC
158
Cetera Trust Company
Minnesota
$177K
AIP
159
Ameritas Investment Partners
Nebraska
$172K +$42.4K +1,960 +33%
Canada Life
160
Canada Life
Manitoba, Canada
$166K
HWA
161
HHM Wealth Advisors
Tennessee
$138K
CIAM
162
Caitong International Asset Management
Hong Kong
$134K +$132K +6,101 New
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$121K
US Bancorp
164
US Bancorp
Minnesota
$110K +$16.4K +760 +18%
KBC Group
165
KBC Group
Belgium
$93K +$46.2K +2,135 +101%
NA
166
NewEdge Advisors
Louisiana
$76.2K
IA
167
IFP Advisors
Florida
$64K +$800 +37 +1%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$46.9K +$46.2K +2,138 New
WPA
169
Wealth Preservation Advisors
Tennessee
$42.4K
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
$36.6K +$11K +509 +44%
LFG
171
Larson Financial Group
Missouri
$35.3K +$8.65K +400 +33%
DCM
172
Dorato Capital Management
Colorado
$30.3K
S
173
SignatureFD
Georgia
$28.3K +$6.7K +310 +32%
EWA
174
EverSource Wealth Advisors
Alabama
$28K +$19.5K +900 +238%
GI
175
GAMMA Investing
California
$19.5K +$1.69K +78 +10%