BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

182 hedge funds and large institutions have $2.29B invested in Baldwin Insurance Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
72
Reduced
46
Closed
26
Calls
$3.91M
Puts
$6.04M
Net Calls
-$2.14M
Net Calls Change
-$2.59M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$24.4M
3
State Street
3
State Street
Massachusetts
$61.3M
4
BlackRock
4
BlackRock
New York
$169M
5
DCM
5
Driehaus Capital Management
Illinois
$33.1M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.8M
2
WHG
2
Westwood Holdings Group
Texas
$78.7M
3
Millennium Management
3
Millennium Management
New York
$2.81M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$19M +$1.27M +35,877 +7%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$18.9M +$57.7K +1,628 +0.3%
SEI Investments
28
SEI Investments
Pennsylvania
$18.9M -$1.19M -33,510 -6%
Boston Partners
29
Boston Partners
Massachusetts
$18.8M -$34.7M -959,419 -65%
KCM
30
Kennedy Capital Management
Missouri
$18.8M -$938K -26,436 -5%
T. Rowe Price Investment Management
31
T. Rowe Price Investment Management
Maryland
$17.3M -$993K -27,994 -5%
TCM
32
Tributary Capital Management
Nebraska
$16.8M +$49.4K +1,394 +0.3%
KCM
33
Kornitzer Capital Management
Kansas
$14.6M – – –
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$14.3M -$654K -18,451 -4%
CIM
35
Confluence Investment Management
Missouri
$12.3M +$7.86M +221,668 +179%
GIP
36
Granite Investment Partners
California
$11.6M -$1.46M -41,249 -11%
AGWCA
37
Annis Gardner Whiting Capital Advisors
Florida
$9.08M -$1.88M -53,000 -17%
NC
38
Nicholas Company
Wisconsin
$7.94M -$4.79K -135 -0.1%
Goldman Sachs
39
Goldman Sachs
New York
$7.89M -$1.93M -54,296 -20%
Morgan Stanley
40
Morgan Stanley
New York
$7.2M -$103K -2,902 -1%
OCA
41
Otter Creek Advisors
Florida
$6.62M +$1.29M +36,358 +24%
ECM
42
Estuary Capital Management
Minnesota
$5.98M -$875K -24,682 -13%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$5.94M -$1.14M -32,133 -16%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.18M +$5.18M +145,965 New
MCM
45
MAI Capital Management
Ohio
$4.9M – – –
UBS AM
46
UBS AM
Illinois
$4.9M +$2.5M +70,582 +104%
UBS Group
47
UBS Group
Switzerland
$4.89M +$202K +5,692 +4%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.76M +$2.79M +78,690 +142%
Capital International Investors
49
Capital International Investors
California
$4.6M +$4.6M +129,794 New
PFA
50
Pathway Financial Advisors
Vermont
$4.52M -$499K -14,064 -10%
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