BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

207 hedge funds and large institutions have $2.63B invested in Baldwin Insurance Group in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.

Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
28
Increased
83
Reduced
64
Closed
37
Calls
$3.36M
Puts
$5.57M
Net Calls
-$2.22M
Net Calls Change
-$2.52M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$87.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$190M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$77.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$64.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.2M
5
CIP
5
Champlain Investment Partners
Vermont
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.12M +$666K +17,180 +147%
IIM
102
INTECH Investment Management
Florida
$1.1M +$497K +12,817 +82%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$1.05M – – –
RDWM
104
Red Door Wealth Management
Tennessee
$1.05M +$833K +21,500 +391%
Verition Fund Management
105
Verition Fund Management
Connecticut
$948K +$948K +24,461 New
ACM
106
Aquatic Capital Management
Illinois
$874K +$785K +20,243 +880%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$863K -$310K -7,992 -26%
DT
108
Diversified Trust
Tennessee
$788K -$189K -4,864 -19%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$768K -$65K -1,677 -8%
ASRS
110
Arizona State Retirement System
Arizona
$751K +$12.4K +321 +2%
ProShare Advisors
111
ProShare Advisors
Maryland
$728K +$245K +6,327 +51%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$715K +$122K +3,147 +21%
Canada Life
113
Canada Life
Manitoba, Canada
$713K +$95.7K +2,472 +15%
NWA
114
New World Advisors
Massachusetts
$709K +$129K +3,338 +22%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$667K – – –
TFA
116
Toth Financial Advisory
Virginia
$651K +$29.8K +770 +5%
CWG
117
Cornerstone Wealth Group
North Carolina
$648K +$388 +10 +0.1%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$570K +$85.3K +2,200 +18%
ECM
119
ExodusPoint Capital Management
New York
$544K +$544K +14,023 New
PFSRSONJ
120
Police & Firemen's Retirement System of New Jersey
New Jersey
$543K +$543K +14,020 New
DTL
121
Dynamic Technology Lab
Singapore
$522K +$522K +13,460 New
ASN
122
Advisory Services Network
Georgia
$518K +$158K +4,065 +44%
Mariner
123
Mariner
Kansas
$513K +$124K +3,192 +32%
KK
124
KLP Kapitalforvaltning
Norway
$512K +$512K +13,200 New
FNBOO
125
First National Bank of Omaha
Nebraska
$491K -$47.8K -1,234 -9%
3 4
5
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