BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

150 hedge funds and large institutions have $1.39B invested in Baldwin Insurance Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
61
Reduced
49
Closed
13
Calls
$223K
Puts
$55K
Net Calls
+$168K
Net Calls Change
+$2.07M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.3M
2
HRCM
2
Hood River Capital Management
Florida
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
WHG
5
Westwood Holdings Group
Texas
$10.9M

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$21.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.52M
5
GPC
5
Guardian Point Capital
Virginia
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$33K +$33K +1,314 New
UB
127
UMB Bank
Missouri
$27K – – –
FHA
128
First Horizon Advisors
Tennessee
$26.2K – – –
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$26K – – –
AWM
130
Accurate Wealth Management
Florida
$20.9K +$20.9K +700 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.4K +458 +204%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$12.6K – – –
PTC
133
Private Trust Company
Ohio
$10K -$3.2K -123 -24%
CS
134
Comerica Securities
Michigan
$8.77K +$8.77K +349 New
Dimensional Fund Advisors
135
Dimensional Fund Advisors
Texas
$8.63K +$99 +3,926 +1%
AP
136
Atwood & Palmer
Missouri
$8.3K – – –
S
137
SignatureFD
Georgia
$4.8K +$1.03K +41 +27%
CA
138
Crewe Advisors
Utah
$2.49K – – –
GRP
139
Global Retirement Partners
California
$2.01K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$2K +$2K +75 New
BTI
141
Blue Trust Inc
Georgia
$1K -$371 -13 -27%
IA
142
IFP Advisors
Florida
$1K – – –
Simplex Trading
143
Simplex Trading
Illinois
$1K +$1K +73 New
CFGS
144
Concourse Financial Group Securities
Alabama
$779 +$25 +1 +3%
PA
145
Parallel Advisors
California
$654 – – –
QCG
146
Quadrant Capital Group
Ohio
$478 -$2.67K -106 -85%
AF
147
Allworth Financial
California
$478 – – –
GWS
148
Glassman Wealth Services
Virginia
$377 – – –
LC
149
Lindbrook Capital
California
$226 -$753 -30 -77%
DC
150
Davenport & Co
Virginia
– -$16.1M -611,374 Closed
3 4 5
6
7