BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$418K – – –
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$408K -$157K -5,419 -28%
BCM
103
Bayesian Capital Management
New York
$382K +$382K +13,200 New
NA
104
NewEdge Advisors
Louisiana
$367K -$217K -7,500 -37%
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$362K – – –
LPL Financial
106
LPL Financial
California
$319K +$319K +11,015 New
ProShare Advisors
107
ProShare Advisors
Maryland
$313K +$24.7K +852 +9%
LJAC
108
L.J. Altfest & Co
New York
$300K +$5.91K +204 +2%
Citigroup
109
Citigroup
New York
$288K +$40.6K +1,402 +16%
Truist Financial
110
Truist Financial
North Carolina
$281K +$281K +9,709 New
P
111
Pitcairn
Pennsylvania
$280K +$10.2K +353 +4%
EGM
112
Engineers Gate Manager
New York
$278K +$278K +9,608 New
Renaissance Technologies
113
Renaissance Technologies
New York
$262K +$262K +9,060 New
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$251K -$187K -7,330 -43%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$250K +$250K +8,647 New
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$244K -$95.7K -3,305 -28%
Victory Capital Management
117
Victory Capital Management
Texas
$243K -$5.61K -194 -2%
Ameriprise
118
Ameriprise
Minnesota
$242K +$242K +8,376 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$226K -$68.3K -2,360 -23%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$207K +$207K +7,147 New
VCA
121
Verdence Capital Advisors
Maryland
$203K +$203K +7,009 New
MNBTD
122
Moody National Bank Trust Division
Texas
$202K +$202K +6,980 New
US Bancorp
123
US Bancorp
Minnesota
$189K +$21.8K +753 +13%
HWA
124
HHM Wealth Advisors
Tennessee
$181K – – –
AIP
125
Ameritas Investment Partners
Nebraska
$170K – – –
3 4
5
6 7