BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

218 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
63
Reduced
75
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
2
Macquarie Group
Australia
$128M
3
WHG
3
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisory Group
Washington
$949K +$949K +19,050 New
ASRS
102
Arizona State Retirement System
Arizona
$948K +$45.9K +922 +5%
SG Americas Securities
103
SG Americas Securities
New York
$908K +$908K +18,241 New
OC
104
Oppenheimer & Co
New York
$867K +$867K +17,419 New
Squarepoint
105
Squarepoint
New York
$866K -$390K -7,823 -31%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$857K – – –
CWG
107
Cornerstone Wealth Group
North Carolina
$832K – – –
TFA
108
Toth Financial Advisory
Virginia
$798K – – –
Canada Life
109
Canada Life
Manitoba, Canada
$796K +$116K +2,328 +17%
IIM
110
INTECH Investment Management
Florida
$777K +$777K +15,603 New
RJA
111
Raymond James & Associates
Florida
$771K -$572K -11,492 -43%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$762K – – –
NWA
113
New World Advisors
Massachusetts
$745K +$745K +14,957 New
Osaic Holdings
114
Osaic Holdings
Arizona
$704K +$690K +13,860 +4,915%
FNBOO
115
First National Bank of Omaha
Nebraska
$692K -$24.1K -483 -3%
SFM
116
Systematic Financial Management
New Jersey
$675K +$675K +13,559 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$636K +$231K +4,638 +57%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$622K – – –
ProShare Advisors
119
ProShare Advisors
Maryland
$620K +$218K +4,373 +54%
NA
120
NewEdge Advisors
Louisiana
$584K -$47.3K -950 -7%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$583K +$583K +11,701 New
Truist Financial
122
Truist Financial
North Carolina
$534K -$6.72K -135 -1%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$503K -$5.53K -111 -1%
Mariner
124
Mariner
Kansas
$500K -$1.94K -39 -0.4%
Lido Advisors
125
Lido Advisors
California
$498K – – –
3 4
5
6 7