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.

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
1
T. Rowe Price Investment Management
Maryland
$144M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$249M
3
CIP
3
Champlain Investment Partners
Vermont
$118M
4
Invesco
4
Invesco
Georgia
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
WHG
3
Westwood Holdings Group
Texas
$79.5M
4
EA
4
Emerald Advisers
Pennsylvania
$33.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$386M 8,636,575 +237,830 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M 6,543,104 -44,382 -0.7%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$249M 5,562,470 +654,881 +13%
BlackRock
4
BlackRock
New York
$226M 5,063,314 -46,204 -0.9%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$144M 3,232,521 +1,238,650 +62%
BAMCO Inc
6
BAMCO Inc
New York
$135M 3,010,000 – –
CIP
7
Champlain Investment Partners
Vermont
$118M 2,647,275 +642,104 +32%
Capital International Investors
8
Capital International Investors
California
$114M 2,555,208 – –
Capital Research Global Investors
9
Capital Research Global Investors
California
$114M 2,546,269 +286,927 +13%
Macquarie Group
10
Macquarie Group
Australia
$112M 2,502,233 +56,358 +2%
State Street
11
State Street
Massachusetts
$94.2M 2,107,703 +25,690 +1%
WHG
12
Westwood Holdings Group
Texas
$79.5M 1,778,024 -212,794 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$72.2M 1,615,889 +53,154 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$69.8M 1,562,468 -111,476 -7%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$50M 1,117,939 -23,605 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$49.6M 1,109,066 -18,134 -2%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$48.1M 1,076,847 +229,353 +27%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.4M 836,946 -119,989 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$36.8M 823,871 -51,385 -6%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$34.9M 774,652 +203,594 +36%
Northern Trust
21
Northern Trust
Illinois
$34.2M 764,707 -26,800 -3%
VM
22
Venator Management
Pennsylvania
$33.7M 754,845 +32,275 +4%
EA
23
Emerald Advisers
Pennsylvania
$33.3M 744,621 -122,451 -14%
Bank of America
24
Bank of America
North Carolina
$28.8M 645,425 -81,373 -11%
GKIM
25
GW&K Investment Management
Massachusetts
$27.9M 624,600 -19,974 -3%
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