BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

150 hedge funds and large institutions have $1.39B invested in Baldwin Insurance Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
61
Reduced
49
Closed
13
Calls
$223K
Puts
$55K
Net Calls
+$168K
Net Calls Change
+$2.07M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.3M
2
HRCM
2
Hood River Capital Management
Florida
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
WHG
5
Westwood Holdings Group
Texas
$10.9M

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$21.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.52M
5
GPC
5
Guardian Point Capital
Virginia
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$13M 515,809 -3,503 -0.7%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$12.1M 483,195 +4,416 +0.9%
ClearBridge Investments
28
ClearBridge Investments
New York
$12M 478,752 -2,725 -0.6%
American Century Companies
29
American Century Companies
Missouri
$12M 476,572 +5,764 +1%
DCM
30
Driehaus Capital Management
Illinois
$11.4M 453,784 -173,049 -28%
Charles Schwab
31
Charles Schwab
California
$11.4M 452,729 +15,998 +4%
CIM
32
Confluence Investment Management
Missouri
$11M 439,067 -68,620 -14%
WHG
33
Westwood Holdings Group
Texas
$10.9M 431,882 +221,704 +105%
Morgan Stanley
34
Morgan Stanley
New York
$9.67M 384,823 -3,961 -1%
Franklin Resources
35
Franklin Resources
California
$9.07M 360,853 -2,787 -0.8%
TAM
36
Toscafund Asset Management
United Kingdom
$8.99M 357,774 +46,015 +15%
TCM
37
Tributary Capital Management
Nebraska
$8.83M 351,109 -12,633 -3%
KCM
38
Kornitzer Capital Management
Kansas
$8.76M 348,515 – –
SEI Investments
39
SEI Investments
Pennsylvania
$8.69M 345,612 +28,080 +9%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$7.52M 299,129 -487,489 -62%
KCM
41
Kennedy Capital Management
Missouri
$6.77M 269,193 -52,468 -16%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.82M 231,620 +11,987 +5%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$5.66M 225,327 -193,873 -46%
NC
44
Nicholas Company
Wisconsin
$5.63M 224,015 +57,275 +34%
BC
45
Brookfield Corp
Ontario, Canada
$5.54M 220,423 +10,606 +5%
MAM
46
Madison Asset Management
Wisconsin
$4.41M 175,276 +71,932 +70%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$4.32M 171,777 +171,777 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$4.24M 168,811 +98,861 +141%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.66M 145,500 +5,400 +4%
OCA
50
Otter Creek Advisors
Florida
$2.9M 115,243 -31,039 -21%
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