BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

150 hedge funds and large institutions have $1.39B invested in Baldwin Insurance Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
61
Reduced
49
Closed
13
Calls
$223K
Puts
$55K
Net Calls
+$168K
Net Calls Change
+$2.07M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.3M
2
HRCM
2
Hood River Capital Management
Florida
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
WHG
5
Westwood Holdings Group
Texas
$10.9M

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$21.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.52M
5
GPC
5
Guardian Point Capital
Virginia
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$145M 5,784,748 +432,440 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M 5,097,108 -297,564 -6%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$119M 4,750,957 -528,728 -10%
BlackRock
4
BlackRock
New York
$98.8M 3,929,881 +204,364 +5%
BAMCO Inc
5
BAMCO Inc
New York
$95M 3,777,626 -103,596 -3%
CIP
6
Champlain Investment Partners
Vermont
$83.1M 3,304,300 -127,725 -4%
Invesco
7
Invesco
Georgia
$51.7M 2,056,593 -47,976 -2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$37M 1,472,052 +106,582 +8%
ACB
9
Aristotle Capital Boston
Massachusetts
$34M 1,351,783 -36,473 -3%
VM
10
Venator Management
Pennsylvania
$30.7M 1,219,551 -13,690 -1%
State Street
11
State Street
Massachusetts
$29.1M 1,156,158 +52,178 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.8M 1,147,521 +62,351 +6%
EA
13
Emerald Advisers
Pennsylvania
$28.1M 1,117,009 -19,545 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.7M 902,721 -4,648 -0.5%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.9M 872,428 -130,700 -13%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$21.9M 870,443 +145,772 +20%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$21.5M 856,128 -538,772 -39%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$20.7M 821,599 +37,750 +5%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19.1M 758,030 +63,300 +9%
PCM
20
Peregrine Capital Management
Minnesota
$15.6M 620,880 -12,645 -2%
Bank of America
21
Bank of America
North Carolina
$15.3M 608,662 +300,277 +97%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.3M 607,527 +601,010 +9,222%
GPC
23
Guardian Point Capital
Virginia
$14.5M 575,000 -325,000 -36%
Northern Trust
24
Northern Trust
Illinois
$13.9M 552,999 +14,654 +3%
HRCM
25
Hood River Capital Management
Florida
$13.5M 538,307 +538,307 New
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