BWIN

Baldwin Insurance Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
151
CIBC World Markets
New York
$242K +$242K +6,237 New
DFP
152
Defined Financial Planning
California
$229K +$229K +5,915 New
VCA
153
Verdence Capital Advisors
Maryland
$215K -$77.1K -1,989 -26%
CTC
154
Cetera Trust Company
Minnesota
$212K +$969 +25 +0.5%
Prudential Financial
155
Prudential Financial
New Jersey
$202K -$62.7K -1,427 -24%
FHA
156
Flagship Harbor Advisors
Massachusetts
$200K
KBC Group
157
KBC Group
Belgium
$127K +$57.6K +1,487 +83%
TRCT
158
Tower Research Capital (TRC)
New York
$85.2K +$62.9K +1,623 +282%
SOW
159
State of Wyoming
Wyoming
$82.4K -$27.5K -710 -25%
AB
160
Amalgamated Bank
New York
$81K
CA
161
Continuum Advisory
Idaho
$75.3K +$11.4K +294 +18%
SO
162
STRS Ohio
Ohio
$73.6K
VWM
163
Venturi Wealth Management
Texas
$65.9K +$65.9K +1,700 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.6K +$57.2K +1,398 +1,075%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$58.9K +$7.56K +195 +15%
FHA
166
First Horizon Advisors
Tennessee
$54.8K
Group One Trading
167
Group One Trading
Illinois
$51.7K -$137K -3,535 -73%
PFM
168
Premier Fund Managers
United Kingdom
$44K -$757K -19,639 -95%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$42.4K
AssetMark Inc
170
AssetMark Inc
California
$37.6K
TWC
171
TD Waterhouse Canada
Ontario, Canada
$36.1K -$3.87K -100 -10%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$32.9K
EWP
173
Elevation Wealth Partners
California
$32.3K +$6.28K +162 +24%
Osaic Holdings
174
Osaic Holdings
Arizona
$24.5K -$524K -13,510 -96%
AP
175
Atwood & Palmer
Missouri
$22.5K