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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$30.2K – – –
EWP
152
Elevation Wealth Partners
California
$23.8K – – –
AP
153
Atwood & Palmer
Missouri
$22.3K – – –
UB
154
UMB Bank
Missouri
$20K +$1.95K +55 +11%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$17.7K – – –
Osaic Holdings
156
Osaic Holdings
Arizona
$10K -$1.53K -43 -13%
EBA
157
Eagle Bay Advisors
New York
$9.33K -$6.21K -175 -40%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$7K +$220 +6 +3%
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.42K – – –
QCG
160
Quadrant Capital Group
Ohio
$6.28K +$993 +28 +19%
PTC
161
Private Trust Company
Ohio
$6.21K +$780 +22 +14%
GI
162
GAMMA Investing
California
$4.9K +$745 +21 +18%
SPIA
163
Steward Partners Investment Advisory
New York
$3.83K -$7.66K -216 -67%
SC
164
Stephens Consulting
Michigan
$3.58K +$3.58K +101 New
Jones Financial Companies
165
Jones Financial Companies
Missouri
$3.37K +$3.37K +95 New
PS
166
Principal Securities
Iowa
$3.16K -$9.76K -275 -76%
IA
167
IFP Advisors
Florida
$3.09K – – –
LC
168
Lindbrook Capital
California
$2.87K – – –
FFC
169
First Financial Corp
Indiana
$2.66K – – –
PA
170
Parallel Advisors
California
$2.63K – – –
AAP
171
Arax Advisory Partners
Colorado
$2.38K +$2.38K +67 New
Russell Investments Group
172
Russell Investments Group
United Kingdom
$1.92K +$1.92K +54 New
BTI
173
Blue Trust Inc
Georgia
$1.51K +$1.51K +52 New
CFGS
174
Concourse Financial Group Securities
Alabama
$1.17K -$35 -1 -3%
RIL
175
Rothschild Investment LLC
Illinois
$887 +$710 +20 +400%
5 6
7
8 9