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
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$6.81K
AAP
177
Arax Advisory Partners
Colorado
$6.39K
PWPS
178
Pinnacle Wealth Planning Services
Ohio
$5.46K
BFS
179
Bare Financial Services
Pennsylvania
$4.81K
QCG
180
Quadrant Capital Group
Ohio
$4.59K
BBHC
181
Brown Brothers Harriman & Co
New York
$3.96K
ACM
182
Aster Capital Management
United Arab Emirates
$3.85K
PWMG
183
Private Wealth Management Group
New Jersey
$3.77K
Optiver Holding
184
Optiver Holding
Netherlands
$3.65K
PA
185
Parallel Advisors
California
$3K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98K
SAG
187
SageView Advisory Group
California
$2.76K
GRP
188
Global Retirement Partners
California
$2.38K
PWA
189
Physician Wealth Advisors
Utah
$1.59K
CIA
190
Cape Investment Advisory
Georgia
$1.32K
WTC
191
WhitTier Trust Company
Nevada
$1.32K
JSAM
192
J. Safra Asset Management
New York
$1.25K
SAM
193
Smartleaf Asset Management
Massachusetts
$1.02K
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$817
CA
195
CoreCap Advisors
Michigan
$577
RIL
196
Rothschild Investment LLC
Illinois
$553
SPIA
197
Steward Partners Investment Advisory
New York
$216
SHIM
198
Stone House Investment Management
Pennsylvania
$216
SS
199
SBI Securities
Japan
$72
DF
200
Dunhill Financial
United Kingdom
$43