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
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
Macquarie Group
Australia
$128M
3
WHG
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
151
L.J. Altfest & Co
New York
$273K -$49.6K -996 -15%
CTC
152
Cetera Trust Company
Minnesota
$271K – – –
CANY
153
Caxton Associates (New York)
New York
$270K +$270K +5,429 New
PGFC
154
Peapack-Gladstone Financial Corp
New Jersey
$263K +$263K +5,289 New
FHA
155
Flagship Harbor Advisors
Massachusetts
$257K +$257K +5,160 New
MNBTD
156
Moody National Bank Trust Division
Texas
$251K -$119K -2,380 -32%
BSG
157
Black Swift Group
Colorado
$249K +$249K +5,000 New
Group One Trading
158
Group One Trading
Illinois
$242K +$242K +4,869 New
HFO
159
Heritage Family Offices
Arizona
$242K +$242K +4,850 New
WA
160
Waverly Advisors
Alabama
$237K +$237K +4,757 New
CPSAC
161
Chas P. Smith & Associates (CPS)
Florida
$226K +$226K +4,548 New
CWA
162
Core Wealth Advisors
Florida
$225K +$225K +4,509 New
ZIC
163
ZWJ Investment Counsel
Georgia
$222K +$222K +4,464 New
CWP
164
Cyndeo Wealth Partners
Florida
$220K +$220K +4,414 New
X
165
Xponance
Pennsylvania
$217K +$217K +4,365 New
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$215K +$215K +4,311 New
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$206K +$206K +3,940 New
HighTower Advisors
168
HighTower Advisors
Illinois
$202K +$202K +4,007 New
SOW
169
State of Wyoming
Wyoming
$141K -$59.4K -1,193 -30%
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$130K +$130K +2,624 New
ACM
171
Aquatic Capital Management
Illinois
$115K -$129K -2,600 -53%
AB
172
Amalgamated Bank
New York
$104K – – –
SO
173
STRS Ohio
Ohio
$94.6K +$94.6K +1,900 New
KBC Group
174
KBC Group
Belgium
$89K – – –
CA
175
Continuum Advisory
Idaho
$73.2K -$125K -2,827 -63%
5 6
7
8 9