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.

New
Increased
Maintained
Reduced
Closed
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 %
SSA
126
Schonfeld Strategic Advisors
New York
$486K +$195K +5,040 +67%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$478K -$16.9K -437 -3%
AQR Capital Management
128
AQR Capital Management
Connecticut
$473K +$116K +2,991 +32%
NA
129
NewEdge Advisors
Louisiana
$402K -$52.3K -1,350 -12%
Truist Financial
130
Truist Financial
North Carolina
$397K -$19K -490 -5%
SG Americas Securities
131
SG Americas Securities
New York
$395K -$312K -8,046 -44%
Lido Advisors
132
Lido Advisors
California
$389K +$1.74K +45 +0.5%
P
133
Pitcairn
Pennsylvania
$387K +$5.27K +136 +1%
TPI
134
Trust Point Inc
Wisconsin
$387K -$380K -9,798 -50%
Ameriprise
135
Ameriprise
Minnesota
$378K +$378K +9,756 New
CB
136
Commerce Bank
Missouri
$343K -$3.3K -85 -1%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$335K -$56.4K -1,456 -14%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$332K – – –
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$327K – – –
Victory Capital Management
140
Victory Capital Management
Texas
$321K -$3.53K -91 -1%
SDWMA
141
Schneider Downs Wealth Management Advisors
Pennsylvania
$318K – – –
Creative Planning
142
Creative Planning
Kansas
$314K -$72.9K -1,882 -19%
Brown Advisory
143
Brown Advisory
Maryland
$297K +$297K +7,665 New
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$296K -$4.34K -112 -1%
AGWCA
145
Annis Gardner Whiting Capital Advisors
Florida
$271K – – –
AIP
146
Ameritas Investment Partners
Nebraska
$270K +$11.7K +302 +5%
LJAC
147
L.J. Altfest & Co
New York
$269K +$56.4K +1,456 +27%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$269K +$775 +20 +0.3%
US Bancorp
149
US Bancorp
Minnesota
$267K +$891 +23 +0.3%
HWA
150
HHM Wealth Advisors
Tennessee
$243K – – –
4 5
6
7 8