The Baldwin Insurance Grp In (BWIN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy The Baldwin Insurance Grp In (BWIN) following the 2026 Q1 hedge fund 13F filings?

As of today, BWIN has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), BWIN gained -7.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

The Baldwin Insurance Grp In (BWIN)

214 + Investors. Track Smart Money conviction in BWIN. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BWIN

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BWIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

215 hedge funds hold BWIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BWIN is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

134 buying84 selling

Last quarter: 134 funds were net buyers (45 opened a brand new position + 89 added to an existing one). Only 84 were sellers (50 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 32 → 31 → 41 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new

103 out of 215 hedge funds have held BWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

38 → 32 → 31 → 41 → 45 new funds/Q

New funds entering each quarter: 32 → 31 → 41 → 45. A growing number of institutions are discovering BWIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 16% 1-2yr ■ 29% new

Of 215 current holders: 117 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

40 of 215 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BWIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	214	204	4.9%
13F Shares	90M	80M	12.3%
Total Value	$1.93B	$1.93B	0.33%
New Positions	44	41	+3
Increased Positions	89	82	+7
Closed Positions	34	46	-12
Reduced Positions	50	54	-4
Total Calls	1	2	-50.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

214

204

4.9%

13F Shares

90M

80M

12.3%

Total Value

$1.93B

0.33%

New Positions

Increased Positions

Closed Positions

-12

Reduced Positions

-4

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

214 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWIN. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BWIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Annis Gardner Whiting Capital Advisors, LLC	6.03%	1,717,538	$37.7M
2	Venator Management LLC	4.08%	773,345	$17.0M
3	1776 Wealth LLC	3.10%	359,191	$7.9M
4	Aristotle Capital Boston, LLC	0.93%	682,060	$15.0M
5	Tributary Capital Management, LLC	0.78%	368,368	$8.1M
6	Summit Creek Advisors LLC	0.60%	133,917	$2.9M
7	William Blair Investment Management, LLC	0.49%	6,794,492	$149.1M
8	Westwood Holdings Group Inc	0.41%	2,577,196	$56.5M
9	Entrewealth, LLC	0.37%	37,337	$819K
10	Pathway Financial Advisors LLC	0.36%	128,718	$2.9M
11	Fenimore Asset Management Inc	0.34%	703,308	$15.4M
12	Kennedy Capital Management LLC	0.30%	642,716	$14.1M
13	Champlain Investment Partners, LLC	0.29%	1,034,260	$22.7M
14	Equitable Trust Co	0.29%	282,998	$6.2M
15	Palisade Capital Management, LP	0.27%	363,453	$8.0M
16	Frontier Capital Management Co LLC	0.25%	1,102,452	$24.2M
17	Confluence Investment Management LLC	0.22%	638,637	$14.0M
18	Peregrine Capital Management LLC	0.22%	266,910	$5.9M
19	Quadrant Private Wealth Management, LLC	0.21%	62,701	$1.4M
20	Scientech Research LLC	0.20%	11,079	$243K
21	Beck Mack & Oliver LLC	0.19%	427,085	$9.4M
22	Bamco Inc /Ny/	0.18%	2,710,068	$59.5M
23	Smith Chas P & Associates Pa Cpas	0.18%	150,183	$3.3M
24	Sunburst Financial Group, LLC	0.12%	29,281	$642K
25	Campbell & CO Investment Adviser LLC	0.11%	90,230	$2.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — The Baldwin Insurance Grp In (BWIN)

What does the Smart Money Trend signal show for BWIN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BWIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWIN?

More buyers than sellers — 61% buying: Last quarter: 134 funds were net buyers (45 opened a brand new position + 89 added to an existing one). Only 84 were sellers (50 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BWIN holders?

Elite ownership — 42% AUM from top-100 funds: 40 of 215 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BWIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BWIN?

48% of holders stayed for 2+ years: 103 out of 215 hedge funds have held BWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy The Baldwin Insurance Grp In (BWIN) following the 2026 Q1 hedge fund 13F filings?

As of today, BWIN has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), BWIN has gained -7.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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The Baldwin Insurance Grp In (BWIN)

Smart Money Signals — BWIN

Buying streak — 1 quarter in a row

At the ownership peak (96% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

Steady new buyers — ~45 new funds per quarter

48% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 54% of holders stayed 2+ years

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — BWIN

Hedge Fund Ownership: BWIN

Market Analysis: BWIN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BWIN

Is It Too Late to Buy The Baldwin Insurance Grp In (BWIN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BWIN

Statistics: BWIN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — The Baldwin Insurance Grp In (BWIN)

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