BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

219 hedge funds and large institutions have $3.24B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
83
Reduced
63
Closed
22
Calls
$2.95M
Puts
$129K
Net Calls
+$2.82M
Net Calls Change
+$5.03M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$249M
3
CIP
Champlain Investment Partners
Vermont
$118M
4
Invesco
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
WHG
Westwood Holdings Group
Texas
$79.5M
4
EA
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$38K – – –
TWC
177
TD Waterhouse Canada
Ontario, Canada
$36.8K -$4.02K -92 -10%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$30.1K +$30.1K +783 New
AP
179
Atwood & Palmer
Missouri
$25.9K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$22.3K – – –
S
181
SignatureFD
Georgia
$20.6K +$16K +358 +351%
JSAM
182
J. Safra Asset Management
New York
$19.2K +$5.05K +113 +36%
TH
183
TCTC Holdings
Texas
$18.3K +$9.88K +221 +117%
GI
184
GAMMA Investing
California
$18.2K +$10.2K +228 +127%
UB
185
UMB Bank
Missouri
$16.5K -$4.2K -94 -20%
QCG
186
Quadrant Capital Group
Ohio
$14.1K +$6.17K +138 +78%
Group One Trading
187
Group One Trading
Illinois
$13.8K -$45.9K -1,026 -77%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.46K +32 +13%
Optiver Holding
189
Optiver Holding
Netherlands
$11.3K +$11.3K +253 New
MG
190
Mather Group
Illinois
$9.39K +$9.39K +210 New
RA
191
Rise Advisors
New York
$9.07K +$9.07K +203 New
PTC
192
Private Trust Company
Ohio
$7.82K – – –
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.54K -$894 -20 -14%
RIL
194
Rothschild Investment LLC
Illinois
$5.36K +$2.91K +65 +118%
IA
195
IFP Advisors
Florida
$4.42K – – –
LC
196
Lindbrook Capital
California
$4.34K +$715 +16 +20%
EWA
197
EverSource Wealth Advisors
Alabama
$3.75K +$2.68K +60 +250%
PS
198
Principal Securities
Iowa
$3.41K – – –
PA
199
Parallel Advisors
California
$3.31K – – –
KIM
200
Kestra Investment Management
Texas
$3.26K +$3.26K +73 New
6 7
8
9 10