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 %
SCM
201
Sterling Capital Management
North Carolina
$3.17K +$134 +3 +4%
Amundi
202
Amundi
France
$2.21K +$1.31K +29 +145%
BIG
203
Brooklyn Investment Group
New York
$2.06K +$2.06K +46 New
AF
204
Allworth Financial
California
$1.34K -$172 -4 -11%
AAP
205
Arax Advisory Partners
Colorado
$1.16K -$1.34K -30 -54%
SW
206
SVB Wealth
Massachusetts
$1.03K +$1.03K +23 New
SC
207
Stephens Consulting
Michigan
$894 +$894 +20 New
HH
208
HWG Holdings
Texas
$849 +$849 +19 New
SAM
209
Smartleaf Asset Management
Massachusetts
$811 – – –
BGAI
210
Bruce G. Allen Investments
Colorado
$804 +$89 +2 +13%
RAM
211
Riggs Asset Management
Pennsylvania
$626 – – –
CA
212
CoreCap Advisors
Michigan
$492 – – –
JWA
213
JFS Wealth Advisors
Pennsylvania
$403 +$403 +9 New
GFPC
214
Global Financial Private Client
Florida
$179 +$179 +4 New
SIC
215
SJS Investment Consulting
Ohio
$90 +$90 +2 New
CIAM
216
Caitong International Asset Management
Hong Kong
$45 -$1.58K -35 -97%
HNB
217
Huntington National Bank
Ohio
$45 – – –
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
– -$16.3M -420,168 Closed
Point72 Asset Management
219
Point72 Asset Management
Connecticut
– -$12.3M -317,273 Closed
FGP
220
Freestone Grove Partners
California
– -$3.93M -101,376 Closed
Baird Financial Group
221
Baird Financial Group
Wisconsin
– -$2.16M -55,831 Closed
Squarepoint
222
Squarepoint
New York
– -$2.08M -53,700 Closed
Renaissance Technologies
223
Renaissance Technologies
New York
– -$1.81M -46,600 Closed
OLA
224
Oliver Luxxe Assets
New Jersey
– -$1.99M -39,960 Closed
NWA
225
New World Advisors
Massachusetts
– -$709K -18,295 Closed
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