BWIN

Baldwin Insurance Group

147 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
59
Reduced
41
Closed
15
Calls
$2.13M
Puts
$191K
Net Calls
+$1.94M
Net Calls Change
+$1.79M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$147M 5,921,853 +63,959 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$142M 5,736,382 +514,442 +10%
BlackRock
3
BlackRock
New York
$104M 4,215,084 +256,122 +6%
CIP
4
Champlain Investment Partners
Vermont
$82.3M 3,319,445 -149,615 -4%
BAMCO Inc
5
BAMCO Inc
New York
$77.1M 3,112,000 -549,625 -15%
Invesco
6
Invesco
Georgia
$51M 2,058,867 -19,033 -0.9%
WHG
7
Westwood Holdings Group
Texas
$49.6M 2,001,794 +515,765 +35%
Macquarie Group
8
Macquarie Group
Australia
$46.2M 1,863,838 +1,755,863 +1,626%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$41M 1,652,720 -2,371,498 -59%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$40.4M 1,629,971 -15,068 -0.9%
ACB
11
Aristotle Capital Boston
Massachusetts
$36M 1,452,387 +33,718 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.9M 1,248,657 +45,648 +4%
State Street
13
State Street
Massachusetts
$30.8M 1,241,824 +12,958 +1%
VM
14
Venator Management
Pennsylvania
$30M 1,212,326 -2,000 -0.2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$26.7M 1,078,844 +103,378 +11%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$25.9M 1,045,100 +538,472 +106%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$25.2M 1,015,403 +158,318 +18%
EA
18
Emerald Advisers
Pennsylvania
$23.2M 934,307 -92,183 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$22.1M 892,730 -50,218 -5%
HRCM
20
Hood River Capital Management
Florida
$21.1M 853,116 +75,927 +10%
Northern Trust
21
Northern Trust
Illinois
$20.6M 830,250 -7,646 -0.9%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$20.4M 824,252 +152,451 +23%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19M 766,517 -54,573 -7%
PCM
24
Peregrine Capital Management
Minnesota
$17.1M 688,126 +60,569 +10%
GIP
25
Granite Investment Partners
California
$16.5M 665,590 -42 -0%