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 %
PS
201
Principal Securities
Iowa
$4.38K -$50 -1 -1%
PA
202
Parallel Advisors
California
$4.38K +$697 +14 +19%
IA
203
IFP Advisors
Florida
$4.33K – – –
LC
204
Lindbrook Capital
California
$4.03K – – –
FFC
205
First Financial Corp
Indiana
$3.74K – – –
SCM
206
Sterling Capital Management
North Carolina
$3.39K +$3.39K +68 New
RIL
207
Rothschild Investment LLC
Illinois
$2.99K +$1.74K +35 +140%
AAP
208
Arax Advisory Partners
Colorado
$2.79K -$548 -11 -16%
AF
209
Allworth Financial
California
$1.54K +$747 +15 +94%
CFGS
210
Concourse Financial Group Securities
Alabama
$1.54K -$100 -2 -6%
A
211
AlphaQuest
New York
$1.25K +$1.25K +25 New
CPA
212
Capital Performance Advisors
California
$996 +$996 +20 New
RAM
213
Riggs Asset Management
Pennsylvania
$698 – – –
BGAI
214
Bruce G. Allen Investments
Colorado
$647 +$647 +13 New
EWA
215
EverSource Wealth Advisors
Alabama
$598 – – –
GM
216
GeoWealth Management
Illinois
$299 +$299 +6 New
HNB
217
Huntington National Bank
Ohio
$50 – – –
ECM
218
Estuary Capital Management
Minnesota
– -$5.98M -168,619 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$4.3M -121,150 Closed
Millennium Management
220
Millennium Management
New York
– -$2.81M -79,212 Closed
LIP
221
Lighthouse Investment Partners
Florida
– -$2.44M -68,714 Closed
Corient Private Wealth
222
Corient Private Wealth
Florida
– -$1.33M -37,448 Closed
AG
223
Algert Global
California
– -$663K -18,688 Closed
CC
224
Corton Capital
Ontario, Canada
– -$424K -11,949 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
– -$285K -8,022 Closed
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