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 Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$322K – – –
HWMA
102
Heritage Wealth Management (Arizona)
Arizona
$316K +$171K +6,807 +118%
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$314K -$7.54K -300 -2%
UBS Group
104
UBS Group
Switzerland
$281K +$129K +5,113 +84%
AB
105
Amalgamated Bank
New York
$254K +$11.7K +464 +5%
CCFCSB
106
Cape Cod Five Cents Savings Bank
Massachusetts
$251K – – –
VI
107
Versor Investments
New York
$249K +$249K +9,885 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$248K +$26.1K +1,040 +12%
Mariner
109
Mariner
Kansas
$244K -$18.3K -728 -7%
P
110
Pitcairn
Pennsylvania
$244K +$2.94K +117 +1%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$212K +$28.2K +1,120 +15%
AAM
112
Advisors Asset Management
Colorado
$171K -$47.3K -1,882 -22%
HWA
113
HHM Wealth Advisors
Tennessee
$158K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$143K – – –
Osaic Holdings
115
Osaic Holdings
Arizona
$108K -$84K -3,326 -44%
Amundi
116
Amundi
France
$101K -$23.3K -750 -19%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$94.5K +$5.61K +223 +6%
Citigroup
118
Citigroup
New York
$92.2K +$30.9K +1,231 +50%
EBA
119
Eagle Bay Advisors
New York
$78K +$2.92K +116 +4%
Canada Life
120
Canada Life
Manitoba, Canada
$70K – – –
Federated Hermes
121
Federated Hermes
Pennsylvania
$55.3K +$55.3K +2,199 New
TRCT
122
Tower Research Capital (TRC)
New York
$53K -$145K -5,818 -73%
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$49.7K -$3.44K -137 -6%
CSS
124
Cubist Systematic Strategies
Connecticut
$45.3K +$45.3K +1,802 New
RFA
125
Resurgent Financial Advisors
Georgia
$43.6K +$43.6K +1,735 New
3 4
5
6 7