BWIN

Baldwin Insurance Group

224 hedge funds and large institutions have $3.29B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.66M
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
176
Elevation Wealth Partners
California
$50K
ACM
177
Aquatic Capital Management
Illinois
$41.7K
TWC
178
TD Waterhouse Canada
Ontario, Canada
$34.9K
CA
179
Clearstead Advisors
Ohio
$33.8K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$33.5K
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$32K
MIM
182
MTM Investment Management
South Carolina
$30K
Osaic Holdings
183
Osaic Holdings
Arizona
$29.4K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$28.2K
AP
185
Atwood & Palmer
Missouri
$23.9K
A
186
AlphaQuest
New York
$23.9K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$21.4K
UB
188
UMB Bank
Missouri
$15.8K
BIG
189
Brooklyn Investment Group
New York
$15.5K
GI
190
GAMMA Investing
California
$13.1K
JSAM
191
J. Safra Asset Management
New York
$12.6K
EWA
192
EverSource Wealth Advisors
Alabama
$11.5K
Optiver Holding
193
Optiver Holding
Netherlands
$10.9K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$10K
PS
195
Principal Securities
Iowa
$9.25K
RA
196
Rise Advisors
New York
$8.69K
PTC
197
Private Trust Company
Ohio
$7.49K
SCM
198
Sterling Capital Management
North Carolina
$7.28K
KIM
199
Kestra Investment Management
Texas
$6.39K
Group One Trading
200
Group One Trading
Illinois
$6.38K