Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Baldwin Insurance Grp In (BWIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — BWIN

Based on 216 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
216 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 (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

134 buying85 selling
Last quarter: 134 funds were net buyers (45 opened a brand new position + 89 added to an existing one). Only 85 were sellers (51 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: 33 → 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
104 out of 216 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 → 33 → 31 → 41 → 45 new funds/Q
New funds entering each quarter: 33 → 31 → 41 → 45. A growing number of institutions are discovering BWIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Entry-cohort mix of 216 holders: 118 (55%) are 2+ year veterans, 35 entered 1–2 years ago, and 63 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
41 of 215 holders are among the 100 largest funds by AUM, controlling 50% 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.

Institutional Sentiment Summary — BWIN

In 2026 Q1, 134 hedge funds were net buyers of BWIN (45 opened a new position, 89 added to an existing one), while 85 reduced or exited (51 trimmed, 34 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 50% of total institutional value in BWIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: BWIN

How many hedge funds hold BWIN — quarterly history vs. share price
Quarterly hedge fund ownership of BWIN vs. share price

Market Analysis: BWIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWIN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BWIN
2026 Q2 Stats Unlock in 1 days 214 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 214 205 4.39%
13F Shares 90M 80M 12.3%
Total Value $1.93B $1.93B 0.34%
New Positions 45 41 +4
Increased Positions 89 82 +7
Closed Positions 35 46 -11
Reduced Positions 50 54 -4
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BWIN

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 6.31% 1,582,587 $42.1M
2 1776 Wealth LLC 5.03% 537,410 $14.3M
3 Venator Management LLC 4.63% 773,345 $20.6M
4 Bridgewater Advisors Inc. 1.17% 728,743 $21.5M
5 Aristotle Capital Boston, LLC 1.01% 568,427 $15.1M
6 Tributary Capital Management, LLC 0.78% 357,734 $9.5M
7 Summit Creek Advisors LLC 0.60% 66,487 $1.8M
8 Champlain Investment Partners, LLC 0.59% 863,038 $22.9M
9 William Blair Investment Management, LLC 0.54% 6,732,965 $179.0M
10 Frontier Capital Management Co LLC 0.52% 2,097,658 $55.8M
11 Fenimore Asset Management Inc 0.44% 795,434 $21.1M
12 Westwood Holdings Group Inc 0.39% 1,938,370 $51.5M
13 Equitable Trust Co 0.31% 282,998 $7.5M
14 Kennedy Capital Management LLC 0.29% 612,135 $16.3M
15 Entrewealth, LLC 0.26% 24,868 $711K
16 Pathway Financial Advisors LLC 0.25% 76,394 $2.2M
17 Beck Mack & Oliver LLC 0.23% 438,020 $11.6M
18 Peregrine Capital Management LLC 0.21% 245,502 $6.5M
19 Quadrant Private Wealth Management, LLC 0.21% 34,686 $922K
20 Palisade Capital Management, LP 0.20% 173,017 $4.6M
21 Woodline Partners LP 0.19% 2,264,135 $60.2M
22 Sunburst Financial Group, LLC 0.13% 29,281 $778K
23 Lighthouse Investment Partners, LLC 0.12% 171,922 $4.6M
24 Cetera Trust Company, N.A 0.12% 8,950 $238K
25 Bamco Inc /Ny/ 0.11% 2,712,386 $72.1M
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 85 were sellers (51 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BWIN holders?

Elite ownership — 50% AUM from top-100 funds: 41 of 215 holders are among the 100 largest funds by AUM, controlling 50% 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: 104 out of 216 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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