BWIN

Baldwin Insurance Group

224 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.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.66M
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$5.99K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$4.5K
GRP
204
Global Retirement Partners
California
$3.21K
SAM
205
Smartleaf Asset Management
Massachusetts
$3.2K
PA
206
Parallel Advisors
California
$3.17K
S
207
SignatureFD
Georgia
$3K
AF
208
Allworth Financial
California
$2.35K
CIA
209
Cape Investment Advisory
Georgia
$2.35K
WTC
210
WhitTier Trust Company
Nevada
$2.18K
NS
211
NBC Securities
Alabama
$2K
AT
212
Arlington Trust
Alabama
$1.33K
LFG
213
Larson Financial Group
Missouri
$1.24K
PPC
214
Park Place Capital
Alabama
$1.12K
FFO
215
Fortitude Family Office
Arizona
$856
RAM
216
Riggs Asset Management
Pennsylvania
$600
TPWA
217
Twin Peaks Wealth Advisors
California
$590
AAP
218
Arax Advisory Partners
Colorado
$557
SPIA
219
Steward Partners Investment Advisory
New York
$385
SIC
220
SJS Investment Consulting
Ohio
$86
FFA
221
Farther Finance Advisors
California
$86
HNB
222
Huntington National Bank
Ohio
$43
Boston Partners
223
Boston Partners
Massachusetts
Aberdeen Group
224
Aberdeen Group
United Kingdom
LIP
225
Lighthouse Investment Partners
Florida