BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

143 hedge funds and large institutions have $1.43B invested in Baldwin Insurance Group in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
54
Reduced
44
Closed
22
Calls
$229K
Puts
$76K
Net Calls
+$153K
Net Calls Change
-$15K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$37.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$24.8M
3
GIP
3
Granite Investment Partners
California
$16.9M
4
Northern Trust
4
Northern Trust
Illinois
$21.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$102M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
GPC
4
Guardian Point Capital
Virginia
$5.09M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.5M -$1.01M -39,864 -7%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$13.5M +$4.77M +187,286 +55%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$12.9M +$7.16M +281,301 +125%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$12.3M +$42.5K +1,671 +0.3%
American Century Companies
30
American Century Companies
Missouri
$12.1M -$35.4K -1,389 -0.3%
Charles Schwab
31
Charles Schwab
California
$11.6M +$65.5K +2,574 +0.6%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$11.1M -$1.98M -77,908 -15%
CIM
33
Confluence Investment Management
Missouri
$11M -$156K -6,137 -1%
SEI Investments
34
SEI Investments
Pennsylvania
$10.3M +$1.52M +59,595 +17%
TAM
35
Toscafund Asset Management
United Kingdom
$10.2M +$1.1M +43,102 +12%
TCM
36
Tributary Capital Management
Nebraska
$9.23M +$291K +11,416 +3%
KCM
37
Kornitzer Capital Management
Kansas
$8.95M +$73.2K +2,875 +0.8%
Franklin Resources
38
Franklin Resources
California
$8.18M -$1.01M -39,752 -11%
DCM
39
Driehaus Capital Management
Illinois
$7.86M -$3.7M -145,160 -32%
KCM
40
Kennedy Capital Management
Missouri
$6.88M +$22K +864 +0.3%
Morgan Stanley
41
Morgan Stanley
New York
$6.23M -$3.56M -139,973 -36%
Goldman Sachs
42
Goldman Sachs
New York
$5.8M +$3.48M +136,834 +150%
NC
43
Nicholas Company
Wisconsin
$5.7M +$1.27K +50 +0%
GPC
44
Guardian Point Capital
Virginia
$5.09M -$9.55M -375,000 -65%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$4.63M +$253K +9,921 +6%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$4.6M +$300K +11,801 +7%
BC
47
Brookfield Corp
Ontario, Canada
$4.45M -$1.16M -45,614 -21%
MAM
48
Madison Asset Management
Wisconsin
$4.3M -$161K -6,334 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.38M -$328K -12,900 -9%
Macquarie Group
50
Macquarie Group
Australia
$2.75M -$59.2K -2,327 -2%
1
2
3 4 5