BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

224 hedge funds and large institutions have $3.3B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3%
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
93
Reduced
68
Closed
26
Calls
$4.66M
Puts
$42K
Net Calls
+$4.62M
Net Calls Change
+$1.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$84.2M
2
Capital World Investors
Capital World Investors
California
+$43.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$33.3M
4
CIP
Champlain Investment Partners
Vermont
+$26.1M
5
Capital International Investors
Capital International Investors
California
+$25.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$26.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.7M
3
American Century Companies
American Century Companies
Missouri
-$12.5M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$10.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$5.99K +$856 +20 +17%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K – – –
PFBT
203
Parkside Financial Bank & Trust
Missouri
$4.5K -$71.6K -1,673 -94%
GRP
204
Global Retirement Partners
California
$3.21K +$3.21K +75 New
SAM
205
Smartleaf Asset Management
Massachusetts
$3.2K +$2.43K +57 +317%
PA
206
Parallel Advisors
California
$3.17K – – –
S
207
SignatureFD
Georgia
$3K -$16.7K -390 -85%
AF
208
Allworth Financial
California
$2.36K +$1.03K +24 +77%
CIA
209
Cape Investment Advisory
Georgia
$2.36K +$2.36K +55 New
WTC
210
WhitTier Trust Company
Nevada
$2.18K +$2.18K +51 New
NS
211
NBC Securities
Alabama
$2K +$2K +47 New
AT
212
Arlington Trust
Alabama
$1.33K +$1.33K +31 New
LFG
213
Larson Financial Group
Missouri
$1.24K +$1.24K +29 New
PPC
214
Park Place Capital
Alabama
$1.12K +$1.12K +27 New
FFO
215
Fortitude Family Office
Arizona
$856 +$856 +20 New
RAM
216
Riggs Asset Management
Pennsylvania
$600 – – –
TPWA
217
Twin Peaks Wealth Advisors
California
$590 +$590 +18 New
AAP
218
Arax Advisory Partners
Colorado
$557 -$557 -13 -50%
SPIA
219
Steward Partners Investment Advisory
New York
$385 +$385 +9 New
SIC
220
SJS Investment Consulting
Ohio
$86 – – –
FFA
221
Farther Finance Advisors
California
$86 +$86 +2 New
HNB
222
Huntington National Bank
Ohio
$43 – – –
Boston Partners
223
Boston Partners
Massachusetts
– -$26.5M -600,974 Closed
Aberdeen Group
224
Aberdeen Group
United Kingdom
– -$10.7M -240,540 Closed
LIP
225
Lighthouse Investment Partners
Florida
– -$3.13M -70,140 Closed
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