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.

New
Increased
Maintained
Reduced
Closed
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 %
Creative Planning
126
Creative Planning
Kansas
$497K +$118K +2,377 +31%
P
127
Pitcairn
Pennsylvania
$491K -$82.5K -1,656 -14%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$475K +$47.2K +943 +11%
EC
129
EntryPoint Capital
New York
$471K +$412K +8,270 +697%
AQR Capital Management
130
AQR Capital Management
Connecticut
$459K +$459K +9,208 New
AI
131
Atria Investments
North Carolina
$454K -$22K -441 -5%
CB
132
Commerce Bank
Missouri
$444K -$14.4K -290 -3%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$427K +$40.3K +810 +10%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$420K – – –
Victory Capital Management
135
Victory Capital Management
Texas
$417K -$3.44K -69 -0.8%
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$408K +$408K +8,200 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$386K +$8.32K +167 +2%
VCA
138
Verdence Capital Advisors
Maryland
$375K +$20K +401 +6%
SSA
139
Schonfeld Strategic Advisors
New York
$374K +$374K +7,500 New
AGWCA
140
Annis Gardner Whiting Capital Advisors
Florida
$349K -$12.4M -249,130 -97%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$345K +$648 +13 +0.2%
US Bancorp
142
US Bancorp
Minnesota
$342K +$7.62K +153 +2%
AIP
143
Ameritas Investment Partners
Nebraska
$332K +$10.9K +219 +3%
ASN
144
Advisory Services Network
Georgia
$330K – – –
TD Asset Management
145
TD Asset Management
Ontario, Canada
$321K +$321K +6,400 New
HWA
146
HHM Wealth Advisors
Tennessee
$312K – – –
William Blair & Company
147
William Blair & Company
Illinois
$305K +$305K +6,133 New
Prudential Financial
148
Prudential Financial
New Jersey
$300K +$1.74K +35 +0.6%
WS
149
Wedbush Securities
California
$275K -$148K -2,975 -35%
RDWM
150
Red Door Wealth Management
Tennessee
$274K +$274K +5,500 New
4 5
6
7 8