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 %
FHA
176
First Horizon Advisors
Tennessee
$70.5K – – –
PFBT
177
Parkside Financial Bank & Trust
Missouri
$66K +$2.54K +51 +4%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$55K +$50.2K +1,000 +1,053%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$50.6K – – –
AssetMark Inc
180
AssetMark Inc
California
$48.3K – – –
QT
181
Quantbot Technologies
New York
$48.2K +$48.2K +968 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$42.3K – – –
S
183
SignatureFD
Georgia
$36.3K -$68.4K -1,373 -65%
EWP
184
Elevation Wealth Partners
California
$33.5K – – –
JIP
185
Jaffetilchin Investment Partners
Florida
$29.9K +$29.9K +600 New
AP
186
Atwood & Palmer
Missouri
$28.9K -$2.49K -50 -8%
TRCT
187
Tower Research Capital (TRC)
New York
$28.7K -$432K -8,666 -94%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$24.9K – – –
UB
189
UMB Bank
Missouri
$23.1K -$5.03K -101 -18%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.53K +51 +27%
GI
191
GAMMA Investing
California
$11.3K +$4.38K +88 +64%
BTI
192
Blue Trust Inc
Georgia
$10K +$8.19K +231 +444%
QCG
193
Quadrant Capital Group
Ohio
$8.82K – – –
PTC
194
Private Trust Company
Ohio
$8.72K – – –
EBA
195
Eagle Bay Advisors
New York
$7.97K -$5.13K -103 -39%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.17K -$1.84K -37 -20%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.47K +$6.47K +130 New
GRP
198
Global Retirement Partners
California
$4.98K -$195K -3,923 -98%
ACM
199
Accent Capital Management
Ohio
$4.98K +$4.98K +100 New
ACM
200
Aster Capital Management
United Arab Emirates
$4.43K +$4.43K +89 New
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