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BWIN

Baldwin Insurance Group

205 hedge funds and large institutions have $1.94B invested in Baldwin Insurance Group in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 54

1.57% more ownership

Funds ownership: 111.11%112.68% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

4% less funds holding

Funds holding: 213205 (-8)

13% less capital invested

Capital invested by funds: $2.24B → $1.94B (-$297M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
79
Reduced
54
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M

BWIN Hedge Fund Activity: Q4 2025 in Review

205 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q4 2025, worth a combined $1.94B — down 13% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BWIN and 42 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 79 added.

The largest buyer was William Blair Investment Management, adding an estimated $62.1M. The largest seller was Macquarie Group, exiting entirely with an estimated $61M sold.

  • 205 institutional investors held Baldwin Insurance Group (BWIN) as of Q4 2025, down from 213 in Q3 2025.
  • Funds reported $1.94B of Baldwin Insurance Group stock for Q4 2025, down 13% quarter-over-quarter.
  • 42 funds opened new Baldwin Insurance Group positions in Q4 2025 and 45 closed out, a net change of -3 holders.
  • The largest Baldwin Insurance Group buyer in Q4 2025 was William Blair Investment Management, an estimated $62.1M added.
  • The largest Baldwin Insurance Group seller in Q4 2025 was Macquarie Group, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2025.