BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

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

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$87.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$190M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$77.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$64.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.2M
5
CIP
5
Champlain Investment Partners
Vermont
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$19.4K – – –
UB
177
UMB Bank
Missouri
$18K – – –
JSAM
178
J. Safra Asset Management
New York
$12.1K +$12.1K +316 New
Simplex Trading
179
Simplex Trading
Illinois
$11K +$11K +298 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$10K +$435 +11 +5%
TH
181
TCTC Holdings
Texas
$7.33K +$7.33K +189 New
GI
182
GAMMA Investing
California
$6.94K -$1.82K -47 -21%
QCG
183
Quadrant Capital Group
Ohio
$6.86K – – –
PTC
184
Private Trust Company
Ohio
$6.78K – – –
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.58K – – –
S
186
SignatureFD
Georgia
$3.95K -$24.3K -627 -86%
IA
187
IFP Advisors
Florida
$3.84K -$614 -12 -14%
PS
188
Principal Securities
Iowa
$3.41K – – –
LC
189
Lindbrook Capital
California
$3.14K – – –
EBA
190
Eagle Bay Advisors
New York
$2.87K -$3.33K -86 -54%
PA
191
Parallel Advisors
California
$2.87K -$543 -14 -16%
GRP
192
Global Retirement Partners
California
$2.79K -$1.09K -28 -28%
SCM
193
Sterling Capital Management
North Carolina
$2.64K – – –
AAP
194
Arax Advisory Partners
Colorado
$2.17K – – –
RIL
195
Rothschild Investment LLC
Illinois
$2.13K -$194 -5 -8%
QL
196
Quarry LP
New York
$1.59K +$1.59K +41 New
AF
197
Allworth Financial
California
$1.46K +$166 +4 +13%
CIAM
198
Caitong International Asset Management
Hong Kong
$1.4K +$1.4K +36 New
CFGS
199
Concourse Financial Group Securities
Alabama
$1.33K +$42 +1 +3%
EWA
200
EverSource Wealth Advisors
Alabama
$930 +$465 +12 +100%
6 7
8
9 10