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 %
HH
176
HWG Holdings
Texas
$674 +$674 +19 New
AF
177
Allworth Financial
California
$641 – – –
SAM
178
Smartleaf Asset Management
Massachusetts
$630 +$630 +18 New
EWA
179
EverSource Wealth Advisors
Alabama
$525 +$525 +12 New
RAM
180
Riggs Asset Management
Pennsylvania
$497 – – –
HNB
181
Huntington National Bank
Ohio
$35 – – –
Point72 Asset Management
182
Point72 Asset Management
Connecticut
– -$10.3M -356,889 Closed
CPSAC
183
Chas P. Smith & Associates (CPS)
Florida
– -$1.51M -52,295 Closed
WTB
184
Washington Trust Bank
Washington
– -$1.51M -52,131 Closed
CIC
185
Cornercap Investment Counsel
Georgia
– -$1.15M -39,751 Closed
ECM
186
ExodusPoint Capital Management
New York
– -$865K -29,892 Closed
AIG
187
American International Group
New York
– -$859K -29,693 Closed
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
– -$654K -26,646 Closed
Two Sigma Advisers
189
Two Sigma Advisers
New York
– -$735K -25,400 Closed
CCFCSB
190
Cape Cod Five Cents Savings Bank
Massachusetts
– -$579K -20,000 Closed
CCIA
191
Campbell & Co Investment Adviser
Maryland
– -$466K -16,099 Closed
SWS
192
SYSTM Wealth Solutions
Illinois
– -$444K -15,358 Closed
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
– -$408K -14,106 Closed
BCM
194
Bayesian Capital Management
New York
– -$382K -13,200 Closed
EGM
195
Engineers Gate Manager
New York
– -$278K -9,608 Closed
Ameriprise
196
Ameriprise
Minnesota
– -$242K -8,376 Closed
CWA
197
Core Wealth Advisors
Florida
– -$130K -4,509 Closed
SG Americas Securities
198
SG Americas Securities
New York
– -$104K -3,592 Closed
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
– -$92.3K -3,190 Closed
QT
200
Quantbot Technologies
New York
– -$19.8K -685 Closed
5 6 7
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