BWIN

Baldwin Insurance Group

222 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.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K
Name Market Value Shares Shares
Change
Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$5.99K 140 +20 +17%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K 124
PFBT
203
Parkside Financial Bank & Trust
Missouri
$4.5K 105 -1,673 -94%
GRP
204
Global Retirement Partners
California
$3.21K 75 +75 New
SAM
205
Smartleaf Asset Management
Massachusetts
$3.2K 75 +57 +317%
PA
206
Parallel Advisors
California
$3.17K 74
S
207
SignatureFD
Georgia
$3K 70 -390 -85%
AF
208
Allworth Financial
California
$2.36K 55 +24 +77%
CIA
209
Cape Investment Advisory
Georgia
$2.36K 55 +55 New
WTC
210
WhitTier Trust Company
Nevada
$2.18K 51 +51 New
NS
211
NBC Securities
Alabama
$2K 47 +47 New
AT
212
Arlington Trust
Alabama
$1.33K 31 +31 New
LFG
213
Larson Financial Group
Missouri
$1.24K 29 +29 New
PPC
214
Park Place Capital
Alabama
$1.12K 27 +27 New
FFO
215
Fortitude Family Office
Arizona
$856 20 +20 New
RAM
216
Riggs Asset Management
Pennsylvania
$600 14
TPWA
217
Twin Peaks Wealth Advisors
California
$590 18 +18 New
AAP
218
Arax Advisory Partners
Colorado
$557 13 -13 -50%
SPIA
219
Steward Partners Investment Advisory
New York
$385 9 +9 New
SIC
220
SJS Investment Consulting
Ohio
$86 2
FFA
221
Farther Finance Advisors
California
$86 2 +2 New
HNB
222
Huntington National Bank
Ohio
$43 1
Boston Partners
223
Boston Partners
Massachusetts
-600,974 Closed
Aberdeen Group
224
Aberdeen Group
United Kingdom
-240,540 Closed
LIP
225
Lighthouse Investment Partners
Florida
-70,140 Closed