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BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$6.81K +$8.07K +317 New
AAP
177
Arax Advisory Partners
Colorado
$6.39K +$4.86K +191 +255%
PWPS
178
Pinnacle Wealth Planning Services
Ohio
$5.46K +$5.78K +227 New
BFS
179
Bare Financial Services
Pennsylvania
$4.81K +$5.09K +200 New
QCG
180
Quadrant Capital Group
Ohio
$4.59K +$1.07K +42 +28%
BBHC
181
Brown Brothers Harriman & Co
New York
$3.96K +$4.2K +165 New
ACM
182
Aster Capital Management
United Arab Emirates
$3.85K -$9.07K -356 -69%
PWMG
183
Private Wealth Management Group
New Jersey
$3.77K +$4K +157 New
Optiver Holding
184
Optiver Holding
Netherlands
$3.65K -$5.09K -200 -57%
PA
185
Parallel Advisors
California
$3K +$1.3K +51 +69%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98K
SAG
187
SageView Advisory Group
California
$2.76K +$2.93K +115 New
GRP
188
Global Retirement Partners
California
$2.38K
PWA
189
Physician Wealth Advisors
Utah
$1.59K +$1.68K +66 New
CIA
190
Cape Investment Advisory
Georgia
$1.32K
WTC
191
WhitTier Trust Company
Nevada
$1.32K +$51 +2 +4%
JSAM
192
J. Safra Asset Management
New York
$1.25K
SAM
193
Smartleaf Asset Management
Massachusetts
$1.02K +$560 +22 +122%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$817 +$866 +34 New
CA
195
CoreCap Advisors
Michigan
$577 +$611 +24 New
RIL
196
Rothschild Investment LLC
Illinois
$553 -$815 -32 -58%
SPIA
197
Steward Partners Investment Advisory
New York
$216 -$1.15K -45 -83%
SHIM
198
Stone House Investment Management
Pennsylvania
$216 +$229 +9 New
SS
199
SBI Securities
Japan
$72
EP
200
Essential Partners
California
$72 +$76 +3 New