BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

182 hedge funds and large institutions have $2.29B invested in Baldwin Insurance Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
72
Reduced
46
Closed
26
Calls
$3.91M
Puts
$6.04M
Net Calls
-$2.14M
Net Calls Change
-$2.59M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$24.4M
3
State Street
3
State Street
Massachusetts
$61.3M
4
BlackRock
4
BlackRock
New York
$169M
5
DCM
5
Driehaus Capital Management
Illinois
$33.1M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.8M
2
WHG
2
Westwood Holdings Group
Texas
$78.7M
3
Millennium Management
3
Millennium Management
New York
$2.81M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$542K +$30.3K +854 +6%
FNBOO
102
First National Bank of Omaha
Nebraska
$510K +$60.3K +1,701 +13%
Citigroup
103
Citigroup
New York
$508K +$155K +4,377 +44%
Canada Life
104
Canada Life
Manitoba, Canada
$484K +$286K +8,061 +145%
NA
105
NewEdge Advisors
Louisiana
$450K – – –
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$443K – – –
CC
107
Corton Capital
Ontario, Canada
$424K +$424K +11,949 New
P
108
Pitcairn
Pennsylvania
$409K +$65.7K +1,851 +19%
Truist Financial
109
Truist Financial
North Carolina
$380K +$40.3K +1,150 +12%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$362K +$362K +10,217 New
Mariner
111
Mariner
Kansas
$357K -$212K -5,977 -37%
Lido Advisors
112
Lido Advisors
California
$355K +$355K +10,000 New
AI
113
Atria Investments
North Carolina
$339K +$339K +9,549 New
ASN
114
Advisory Services Network
Georgia
$330K +$330K +9,290 New
TRCT
115
Tower Research Capital (TRC)
New York
$328K +$326K +9,186 +16,404%
CB
116
Commerce Bank
Missouri
$327K +$327K +9,215 New
WS
117
Wedbush Securities
California
$302K +$302K +8,506 New
HSBC Holdings
118
HSBC Holdings
United Kingdom
$301K -$3.49K -99 -1%
Victory Capital Management
119
Victory Capital Management
Texas
$299K +$1.63K +46 +0.5%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$299K – – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$288K +$11.1K +313 +4%
ProShare Advisors
122
ProShare Advisors
Maryland
$286K -$97.7K -2,754 -25%
Verition Fund Management
123
Verition Fund Management
Connecticut
$285K +$285K +8,022 New
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$275K +$275K +7,766 New
OAC
125
OMERS Administration Corp
Ontario, Canada
$273K +$273K +7,700 New
3 4
5
6 7