BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

218 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
63
Reduced
75
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
2
Macquarie Group
Australia
$128M
3
WHG
3
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$6.5M -$1.83M -36,742 -22%
Swiss National Bank
52
Swiss National Bank
Switzerland
$6.43M +$94.6K +1,900 +1%
MCM
53
MAI Capital Management
Ohio
$6.36M -$523K -10,500 -8%
PFA
54
Pathway Financial Advisors
Vermont
$5.74M -$599K -12,034 -9%
Barclays
55
Barclays
United Kingdom
$5.43M +$783K +15,731 +17%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$5.41M -$368K -7,388 -6%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$4.35M -$144K -2,896 -3%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$4.25M +$4.24M +85,234 +157,841%
EI
59
EAM Investors
California
$4.17M +$4.17M +83,763 New
VHAM
60
Van Hulzen Asset Management
California
$3.92M +$37.7K +756 +1%
MAM
61
Madison Asset Management
Wisconsin
$3.69M -$583K -11,706 -14%
Principal Financial Group
62
Principal Financial Group
Iowa
$3.65M +$1.05M +21,174 +41%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64M -$1.11M -22,290 -23%
AllianceBernstein
64
AllianceBernstein
Tennessee
$3.55M -$156K -3,140 -4%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$3.51M +$3.19M +64,145 +1,014%
Wells Fargo
66
Wells Fargo
California
$3.45M +$76.5K +1,537 +2%
Legal & General Group
67
Legal & General Group
United Kingdom
$3.42M +$126K +2,539 +4%
HWM
68
HB Wealth Management
Georgia
$3.17M – – –
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$3.11M -$34.4K -691 -1%
Comerica Bank
70
Comerica Bank
Texas
$2.81M +$2.57M +51,589 +1,077%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$2.79M +$2.79M +55,926 New
LPL Financial
72
LPL Financial
California
$2.77M +$335K +6,732 +14%
Select Equity Group
73
Select Equity Group
New York
$2.66M +$1.19M +23,969 +81%
HCA
74
Harbor Capital Advisors
Illinois
$2.53M +$2.53M +50,870 New
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.45M -$369K -7,400 -13%
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