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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$769K 30,573 – –
RJA
77
Raymond James & Associates
Florida
$730K 29,044 +4,023 +16%
AIG
78
American International Group
New York
$723K 28,756 +452 +2%
QPWM
79
Quadrant Private Wealth Management
Pennsylvania
$706K 28,100 +28,100 New
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$691K 27,470 +14,900 +119%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$670K 26,646 +2,189 +9%
HWM
82
HB Wealth Management
Georgia
$635K 25,244 +20 +0.1%
Legal & General Group
83
Legal & General Group
United Kingdom
$593K 23,598 +912 +4%
IWC
84
Integrated Wealth Concepts
Massachusetts
$575K 22,874 +22,874 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$575K 22,857 – –
NWA
86
New World Advisors
Massachusetts
$564K 22,430 – –
LPL Financial
87
LPL Financial
California
$557K 22,162 -1,476 -6%
CF
88
CNA Financial
Illinois
$538K 21,396 -16,295 -43%
SSA
89
Schonfeld Strategic Advisors
New York
$505K 20,100 +20,100 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$490K 19,476 +666 +4%
DT
91
Diversified Trust
Tennessee
$485K 19,275 -1,400 -7%
NA
92
NewEdge Advisors
Louisiana
$465K 21,975 +2,575 +13%
RPCA
93
Running Point Capital Advisors
California
$441K 17,552 +3,350 +24%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$441K 17,557 +6 +0%
ASRS
95
Arizona State Retirement System
Arizona
$427K 16,999 +940 +6%
Barclays
96
Barclays
United Kingdom
$411K 16,323 +13,795 +546%
SWA
97
Sutton Wealth Advisors
Florida
$395K 15,700 – –
FNBOO
98
First National Bank of Omaha
Nebraska
$387K 15,390 -1,421 -8%
US Bancorp
99
US Bancorp
Minnesota
$376K 14,947 -172 -1%
VHAM
100
Van Hulzen Asset Management
California
$337K 13,423 +701 +6%
2 3
4
5 6