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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
AAP
201
Arax Advisory Partners
Colorado
$1.29K -$2.12K -98 -37%
IPS
202
Investors Portfolio Services
Washington
$1.15K +$1.25K +58 New
Simplex Trading
203
Simplex Trading
Illinois
$1.05K +$1.04K +48 New
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$900 +$151 +7 +21%
KG
205
Kilter Group
New York
$703 +$692 +32 New
RFP
206
Root Financial Partners
California
$680 +$670 +31 New
SAM
207
Smartleaf Asset Management
Massachusetts
$594 -$281 -13 -33%
PPC
208
Park Place Capital
Alabama
$592 +$584 +27 New
CA
209
CoreCap Advisors
Michigan
$527
TM
210
Torren Management
California
$461 -$11.7K -540 -96%
QCG
211
Quadrant Capital Group
Ohio
$417 -$3.72K -172 -90%
BGAI
212
Bruce G. Allen Investments
Colorado
$417 +$411 +19 New
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$351 -$4.56K -211 -93%
BTI
214
Blue Trust Inc
Georgia
$132 +$130 +6 New
SS
215
SBI Securities
Japan
$66
DF
216
Dunhill Financial
United Kingdom
$39 -$22 -1 -50%
HFS
217
Hughes Financial Services
Virginia
$22
PFMOSF
218
Philadelphia Financial Management of San Francisco
California
-$13.4M -556,299 Closed
MF
219
Milford Funds
-$8.32M -346,319 Closed
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
-$7.25M -301,576 Closed
Citadel Advisors
221
Citadel Advisors
Florida
-$5.84M -269,838 Closed
LIP
222
Lighthouse Investment Partners
Florida
-$4.23M -176,047 Closed
Select Equity Group
223
Select Equity Group
New York
-$3.68M -153,228 Closed
Verition Fund Management
224
Verition Fund Management
Connecticut
-$2.3M -95,581 Closed
Marshall Wace
225
Marshall Wace
United Kingdom
-$2.09M -87,008 Closed