Which hedge funds own BWIN? THE BALDWIN INSURANCE GRP IN, Q2 2026 13F holders
18 tracked hedge funds disclosed a position in BWIN (THE BALDWIN INSURANCE GRP IN) in their Q2 2026 13F filings, worth $137.3m in total. The largest holder by portfolio weight is Venator Management LLC at 4.6% of its book. 14 opened a new position this quarter: Gillson Capital LP, Lighthouse Investment Partners, LLC, Dockside LLC, Freestone Grove Partners LP. 7 exited: Scientech Research LLC, Campbell & CO Investment Adviser LLC, Numerai GP LLC.
- 18
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $27.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $4.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $137m
- Combined value Sum of the holders' reported positions in the security.
- 1.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Venator Management LLC Hedge fund | 4.6% | 0.0% | held |
| Gillson Capital LP Hedge fund | 0.3% | – | new |
| Woodline Partners LP Hedge fund | 0.2% | +362% | added |
| Lighthouse Investment Partners, LLC Hedge fund | 0.1% | – | new |
| Dockside LLC Hedge fund | 0.1% | – | new |
| Freestone Grove Partners LP Hedge fund | 0.06% | – | new |
| Point72 Asset Management, L.P. Hedge fund | 0.04% | +132% | added |
| Jain Global LLC Hedge fund | 0.01% | – | new |
| Weiss Asset Management LP Hedge fund | 0.01% | – | new |
| Balyasny Asset Management L.P. Hedge fund | 0.01% | – | new |
| Quantbot Technologies LP Hedge fund | 0.01% | – | new |
| Citadel Advisors LLC Hedge fund | 0.0% | – | new |
| Schonfeld Strategic Advisors LLC Hedge fund | 0.0% | – | new |
| Walleye Capital LLC Hedge fund | 0.0% | – | new |
| AQR Capital Management LLC Hedge fund | 0.0% | −37% | reduced |
| Marshall Wace, LLP Hedge fund | 0.0% | – | new |
| Fulcrum Asset Management LLP Hedge fund | 0.0% | – | new |
| Millennium Management LLC Hedge fund | 0.0% | – | new |
Exited since the previous filing
| Scientech Research LLC | 0.2% | $243k |
| Campbell & CO Investment Adviser LLC | 0.1% | $2.0m |
| Numerai GP LLC | 0.05% | $519k |
| SummitTX Capital, L.P. | 0.03% | $946k |
| Centiva Capital, LP | 0.02% | $348k |
| Brevan Howard Capital Management LP | 0.0% | $337k |
| Holocene Advisors, LP | 0.0% | $361k |
Ownership over time
Who discovered BWIN first? Beta
The run: Q1 2020 → Q3 2024, +372%
| Guardian Point Capital, LP high conviction | Q2 2020 | – | +0.9 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q4 2019 | 2.1% | −0.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.