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
$193M
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
$139M
5
Capital International Investors
Capital International Investors
California
$135M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
3
American Century Companies
American Century Companies
Missouri
$6.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$349M -$20.7M -482,866 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M +$3.54M +82,681 +1%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$231M -$6.84M -159,720 -3%
BlackRock
4
BlackRock
New York
$222M +$5.19M +121,290 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$193M +$84.2M +1,966,981 +77%
CIP
6
Champlain Investment Partners
Vermont
$139M +$26.1M +609,171 +23%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$139M +$160K +3,744 +0.1%
Capital International Investors
8
Capital International Investors
California
$135M +$25.3M +590,221 +23%
BAMCO Inc
9
BAMCO Inc
New York
$129M – – –
Macquarie Group
10
Macquarie Group
Australia
$108M +$1.29M +30,168 +1%
State Street
11
State Street
Massachusetts
$89.2M -$983K -22,952 -1%
WHG
12
Westwood Holdings Group
Texas
$82.2M +$6.1M +142,506 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$72.6M +$3.42M +79,869 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$58M -$8.84M -206,552 -13%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$52.5M +$6.38M +149,101 +14%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$46.9M -$530K -12,387 -1%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$46.7M -$1.13M -26,446 -2%
Capital World Investors
18
Capital World Investors
California
$43.2M +$43.2M +1,009,949 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$42.5M +$7.24M +169,126 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$37.1M +$1.25M +29,137 +3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$34.7M +$1.51M +35,295 +5%
EA
22
Emerald Advisers
Pennsylvania
$34.5M +$2.64M +61,669 +8%
Northern Trust
23
Northern Trust
Illinois
$33.4M +$662K +15,470 +2%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$33.3M +$33.3M +778,940 New
VM
25
Venator Management
Pennsylvania
$33.1M +$807K +18,850 +2%
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