BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

207 hedge funds and large institutions have $2.63B invested in Baldwin Insurance Group in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.

Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
28
Increased
83
Reduced
64
Closed
37
Calls
$3.36M
Puts
$5.57M
Net Calls
-$2.22M
Net Calls Change
-$2.52M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$87.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$190M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$77.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$64.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.2M
5
CIP
5
Champlain Investment Partners
Vermont
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$4.92M -$195K -5,027 -4%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.76M -$582K -15,008 -11%
Barclays
53
Barclays
United Kingdom
$4.64M +$411K +10,604 +10%
PFA
54
Pathway Financial Advisors
Vermont
$4.47M – – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$4.22M +$8.53K +220 +0.2%
FGP
56
Freestone Grove Partners
California
$3.93M +$3.93M +101,376 New
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$3.86M +$3.86M +99,562 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.48M +$87.2K +2,251 +3%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.35M +$517K +13,340 +18%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.19M +$423K +10,908 +15%
MAM
61
Madison Asset Management
Wisconsin
$3.16M +$286K +7,390 +10%
MIA
62
Madison Investment Advisors
Wisconsin
$3.16M +$3.16M +81,541 New
Wells Fargo
63
Wells Fargo
California
$2.94M +$250K +6,459 +9%
Legal & General Group
64
Legal & General Group
United Kingdom
$2.79M +$133K +3,444 +5%
LPL Financial
65
LPL Financial
California
$2.73M +$468K +11,488 +21%
American Century Companies
66
American Century Companies
Missouri
$2.64M +$1.44M +37,043 +119%
HWM
67
HB Wealth Management
Georgia
$2.47M – – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$2.44M -$867K -22,366 -26%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.42M -$5.39K -139 -0.2%
Invesco
70
Invesco
Georgia
$2.41M -$3.22M -83,196 -57%
Principal Financial Group
71
Principal Financial Group
Iowa
$2.32M -$518K -13,373 -18%
Deutsche Bank
72
Deutsche Bank
Germany
$2.3M +$766K +19,760 +50%
Comerica Bank
73
Comerica Bank
Texas
$2.3M +$115K +2,970 +5%
Citigroup
74
Citigroup
New York
$2.2M +$357K +9,220 +19%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$2.16M -$3.68K -95 -0.2%
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