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BWIN

Baldwin Insurance Group
BWIN

183 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, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $1.83B → $2.29B (+$460M)

7% more funds holding

Funds holding: 171 → 183 (+12)

0.05% less ownership

Funds ownership: 97.56% → 97.5% (-0.05%)

35% less call options, than puts

Call options by funds: $3.9M | Put options by funds: $6.04M

Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
2.64%
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
73
Reduced
46
Closed
26
Calls
$3.9M
Puts
$6.04M
Net Calls
-$2.14M
Net Calls Change
-$2.59M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$22.7M
2
GKIM
GW&K Investment Management
Massachusetts
+$21.2M
3
State Street
State Street
Massachusetts
+$12.5M
4
BlackRock
BlackRock
New York
+$10.6M
5
DCM
Driehaus Capital Management
Illinois
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$29.7M
2
WHG
Westwood Holdings Group
Texas
-$16M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.3M
4
Millennium Management
Millennium Management
New York
-$9.23M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
101
Toth Financial Advisory
Virginia
$568K +$496K +16,015 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$542K +$26.4K +854 +6%
FNBOO
103
First National Bank of Omaha
Nebraska
$510K +$52.6K +1,701 +13%
Citigroup
104
Citigroup
New York
$508K +$135K +4,377 +44%
Canada Life
105
Canada Life
Manitoba, Canada
$484K +$249K +8,061 +145%
NA
106
NewEdge Advisors
Louisiana
$450K – – –
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$443K – – –
CC
108
Corton Capital
Ontario, Canada
$424K +$370K +11,949 New
P
109
Pitcairn
Pennsylvania
$409K +$57.3K +1,851 +19%
Truist Financial
110
Truist Financial
North Carolina
$380K +$35.6K +1,150 +12%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$362K +$316K +10,217 New
Mariner
112
Mariner
Kansas
$357K -$185K -5,977 -37%
Lido Advisors
113
Lido Advisors
California
$355K +$309K +10,000 New
AI
114
Atria Investments
North Carolina
$339K +$295K +9,549 New
ASN
115
Advisory Services Network
Georgia
$330K +$287K +9,290 New
TRCT
116
Tower Research Capital (TRC)
New York
$328K +$284K +9,186 +16,404%
CB
117
Commerce Bank
Missouri
$327K +$285K +9,215 New
WS
118
Wedbush Securities
California
$302K +$263K +8,506 New
HSBC Holdings
119
HSBC Holdings
United Kingdom
$301K -$3.06K -99 -1%
Victory Capital Management
120
Victory Capital Management
Texas
$299K +$1.42K +46 +0.5%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$299K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$288K +$9.68K +313 +4%
ProShare Advisors
123
ProShare Advisors
Maryland
$286K -$85.2K -2,754 -25%
Verition Fund Management
124
Verition Fund Management
Connecticut
$285K +$248K +8,022 New
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$275K +$240K +7,766 New
3 4
5
6 7

BWIN Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q2 2024, worth a combined $2.29B — up 25% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BWIN positions and 26 closed out — a net gain of 14 holders — while 73 added to existing stakes and 46 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $22.7M. The largest seller was Boston Partners, cutting an estimated $29.7M.

  • 183 institutional investors held Baldwin Insurance Group (BWIN) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $2.29B of Baldwin Insurance Group stock for Q2 2024, up 25% quarter-over-quarter.
  • 40 funds opened new Baldwin Insurance Group positions in Q2 2024 and 26 closed out, a net change of +14 holders.
  • The largest Baldwin Insurance Group buyer in Q2 2024 was T. Rowe Price Associates, an estimated $22.7M added.
  • The largest Baldwin Insurance Group seller in Q2 2024 was Boston Partners, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2024.