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 %
Amundi
201
Amundi
France
$729 +$729 +20 New
SAM
202
Smartleaf Asset Management
Massachusetts
$690 +$690 +18 New
BGAI
203
Bruce G. Allen Investments
Colorado
$620 +$116 +3 +23%
RAM
204
Riggs Asset Management
Pennsylvania
$538 – – –
CA
205
CoreCap Advisors
Michigan
$426 +$426 +11 New
HNB
206
Huntington National Bank
Ohio
$39 – – –
DCM
207
Driehaus Capital Management
Illinois
– -$56.5M -1,134,710 Closed
Lord, Abbett & Co
208
Lord, Abbett & Co
New Jersey
– -$29.4M -591,317 Closed
EI
209
EAM Investors
California
– -$4.17M -83,763 Closed
Jane Street
210
Jane Street
New York
– -$2.29M -46,053 Closed
PCM
211
Penserra Capital Management
California
– -$1.97M -39,491 Closed
Connor, Clark & Lunn Investment Management (CC&L)
212
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.09M -21,871 Closed
PAG
213
Private Advisory Group
Washington
– -$949K -19,050 Closed
OC
214
Oppenheimer & Co
New York
– -$867K -17,419 Closed
SFM
215
Systematic Financial Management
New Jersey
– -$675K -13,559 Closed
HSBC Holdings
216
HSBC Holdings
United Kingdom
– -$475K -9,491 Closed
EC
217
EntryPoint Capital
New York
– -$471K -9,457 Closed
AI
218
Atria Investments
North Carolina
– -$454K -9,108 Closed
William Blair & Company
219
William Blair & Company
Illinois
– -$305K -6,133 Closed
WS
220
Wedbush Securities
California
– -$275K -5,531 Closed
CANY
221
Caxton Associates (New York)
New York
– -$270K -5,429 Closed
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
– -$263K -5,289 Closed
MNBTD
223
Moody National Bank Trust Division
Texas
– -$251K -5,040 Closed
BSG
224
Black Swift Group
Colorado
– -$249K -5,000 Closed
HFO
225
Heritage Family Offices
Arizona
– -$242K -4,850 Closed
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