We are live on ! Find out more
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, 80 increasing their positions, 53 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 53

1.62% more ownership

Funds ownership: 111.11%112.73% (+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 (-$296M)

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
80
Reduced
53
Closed
45
Calls
$2.73M
Puts
Net Calls
+$2.73M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$259M +$1.05M +41,107 +0.4%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$181M +$62.1M +2,439,118 +48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M +$7.31M +287,241 +4%
BlackRock
4
BlackRock
New York
$128M +$3.78M +148,387 +3%
CIP
5
Champlain Investment Partners
Vermont
$87.7M -$6.76M -265,469 -7%
Capital International Investors
6
Capital International Investors
California
$86.9M +$12M +472,703 +15%
Capital Research Global Investors
7
Capital Research Global Investors
California
$72.5M -$38.1M -1,496,179 -33%
BAMCO Inc
8
BAMCO Inc
New York
$72.3M +$5.73K +225 +0%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$69.1M +$14.8M +579,936 +25%
WHG
10
Westwood Holdings Group
Texas
$68.5M +$9.23M +362,454 +15%
State Street
11
State Street
Massachusetts
$51.2M +$381K +14,968 +0.7%
NAMI
12
Nomura Asset Management International
Pennsylvania
$44.8M +$47.4M +1,862,656 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.8M +$722K +28,355 +2%
WP
14
Woodline Partners
California
$35M +$37.1M +1,458,314 New
JP Morgan Chase
15
JP Morgan Chase
New York
$31.8M -$4.87M -191,083 -13%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$27.8M -$47M -1,845,451 -61%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$27.5M +$1.11M +43,563 +4%
American Century Companies
18
American Century Companies
Missouri
$23.9M +$16.5M +647,334 +187%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$23.8M +$5.91M +231,993 +31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.7M -$2.36M -92,577 -9%
KCM
21
Kennedy Capital Management
Missouri
$19.7M +$5.64M +221,457 +37%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$18.8M -$559K -21,933 -3%
VM
23
Venator Management
Pennsylvania
$18.6M
ACB
24
Aristotle Capital Boston
Massachusetts
$17.7M +$2.09M +82,195 +13%
UBS Group
25
UBS Group
Switzerland
$16.5M +$5.25M +205,997 +43%