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.

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$18.8M
2
WHG
Westwood Holdings Group
Texas
$78.7M
3
Millennium Management
Millennium Management
New York
$2.81M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$270K +$270K +7,602 New
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$269K +$269K +7,585 New
MNBTD
128
Moody National Bank Trust Division
Texas
$263K +$15.6K +440 +6%
VCA
129
Verdence Capital Advisors
Maryland
$253K +$4.26K +120 +2%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$245K -$8.37K -236 -3%
US Bancorp
131
US Bancorp
Minnesota
$238K +$6.42K +181 +3%
LJAC
132
L.J. Altfest & Co
New York
$230K -$137K -3,866 -37%
AIP
133
Ameritas Investment Partners
Nebraska
$229K +$20.4K +576 +10%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$224K +$224K +6,326 New
HWA
135
HHM Wealth Advisors
Tennessee
$222K – – –
Prudential Financial
136
Prudential Financial
New Jersey
$213K +$213K +5,992 New
CTC
137
Cetera Trust Company
Minnesota
$193K +$193K +5,445 New
ACM
138
Aquatic Capital Management
Illinois
$174K +$174K +4,900 New
Comerica Bank
139
Comerica Bank
Texas
$170K +$19.5K +549 +13%
CA
140
Continuum Advisory
Idaho
$159K -$15K -423 -9%
SOW
141
State of Wyoming
Wyoming
$143K +$143K +4,029 New
GRP
142
Global Retirement Partners
California
$143K +$143K +4,023 New
S
143
SignatureFD
Georgia
$74.6K – – –
AB
144
Amalgamated Bank
New York
$74K – – –
KBC Group
145
KBC Group
Belgium
$64K +$64K +1,792 New
FHA
146
First Horizon Advisors
Tennessee
$50.2K +$12.1K +340 +32%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$45.2K +$1.63K +46 +4%
EC
148
EntryPoint Capital
New York
$42.1K -$129K -3,630 -75%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$37.7K -$3.58K -98 -9%
AssetMark Inc
150
AssetMark Inc
California
$34.4K +$34.4K +970 New
4 5
6
7 8