Baldwin Insurance Group
BWIN
218 hedge funds and large institutions have $1.99B invested in Baldwin Insurance Group in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 30 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
181% more call options, than puts
Call options by funds: $470K | Put options by funds: $167K
88% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 49
57% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 30
6% more funds holding
Funds holding: 205 → 218 (+13)
2% more capital invested
Capital invested by funds: $1.94B → $1.99B (+$46.6M)
19.15% less ownership
Funds ownership: 112.68% → 93.54% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.3M |
| 2 |
AGWCA
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
+$36.8M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$33.4M |
| 4 |
BlackRock
New York
|
+$28.8M |
| 5 |
Morgan Stanley
New York
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$56.6M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$42.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$31.9M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$20.9M |
| 5 |
JP Morgan Chase
New York
|
-$19.4M |
BWIN Hedge Fund Activity: Q1 2026 in Review
218 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2026, worth a combined $1.99B — up 2.4% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BWIN positions and 30 closed out — a net gain of 17 holders — while 92 added to existing stakes and 49 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $68.3M. The largest seller was Champlain Investment Partners, cutting an estimated $56.6M.
- 218 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2026, up from 205 in Q4 2025.
- Funds reported $1.99B of Baldwin Insurance Group stock for Q1 2026, up 2.4% quarter-over-quarter.
- 47 funds opened new Baldwin Insurance Group positions in Q1 2026 and 30 closed out, a net change of +17 holders.
- The largest Baldwin Insurance Group buyer in Q1 2026 was Fidelity Investments, an estimated $68.3M added.
- The largest Baldwin Insurance Group seller in Q1 2026 was Champlain Investment Partners, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2026.