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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
VCM
176
Versant Capital Management
Arizona
$18.4K +$1.19K +55 +7%
AF
177
Allworth Financial
California
$16.8K +$9.78K +452 +144%
Osaic Holdings
178
Osaic Holdings
Arizona
$16.3K -$692 -32 -4%
MIM
179
MTM Investment Management
South Carolina
$15.4K
EWP
180
Elevation Wealth Partners
California
$14.7K -$10.7K -495 -42%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$14.3K +$238 +11 +2%
SCM
182
Sterling Capital Management
North Carolina
$13.6K +$3.31K +153 +33%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$11.7K +$714 +33 +7%
PA
184
Parallel Advisors
California
$11.1K +$8.22K +380 +304%
ACM
185
Aster Capital Management
United Arab Emirates
$10.9K +$1.84K +85 +53%
EP
186
Essential Partners
California
$10.3K +$10.1K +467 +15,567%
PTC
187
Private Trust Company
Ohio
$9.43K
Optiver Holding
188
Optiver Holding
Netherlands
$8.99K +$5.58K +258 +170%
AP
189
Atwood & Palmer
Missouri
$8.61K
UB
190
UMB Bank
Missouri
$8.12K
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$6.96K
FFA
192
Farther Finance Advisors
California
$6.46K -$2.06K -95 -24%
RIL
193
Rothschild Investment LLC
Illinois
$6.34K +$5.75K +266 +1,157%
BFS
194
Bare Financial Services
Pennsylvania
$4.19K -$195 -9 -5%
OCWP
195
Owl Creek Wealth Partners
Colorado
$3.51K +$3.46K +160 New
HNB
196
Huntington National Bank
Ohio
$3.25K +$3.18K +147 +14,700%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72K
WTC
198
WhitTier Trust Company
Nevada
$2.63K +$1.43K +66 +125%
JSAM
199
J. Safra Asset Management
New York
$2.13K +$973 +45 +87%
KFAS
200
Keating Financial Advisory Services
Kansas
$2K +$1.97K +91 New