BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

152 hedge funds and large institutions have $1.38B invested in Baldwin Insurance Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
58
Reduced
53
Closed
9
Calls
$1.66M
Puts
$350K
Net Calls
+$1.31M
Net Calls Change
-$627K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Macquarie Group
2
Macquarie Group
Australia
$57.6M
3
CIP
3
Champlain Investment Partners
Vermont
$86.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.3M
5
AGWCA
5
Annis Gardner Whiting Capital Advisors
Florida
$5.13M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$13.7M
2
NC
2
NovaPoint Capital
Georgia
$1.17M
3
WHG
3
Westwood Holdings Group
Texas
$40.5M
4
CIM
4
Confluence Investment Management
Missouri
$3.41M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M 8,674,940 +2,938,558 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M 5,995,615 +73,762 +1%
BlackRock
3
BlackRock
New York
$98.2M 4,226,736 +11,652 +0.3%
CIP
4
Champlain Investment Partners
Vermont
$86.9M 3,741,785 +422,340 +13%
BAMCO Inc
5
BAMCO Inc
New York
$72.2M 3,110,000 -2,000 -0.1%
Macquarie Group
6
Macquarie Group
Australia
$57.6M 2,478,497 +614,659 +33%
Invesco
7
Invesco
Georgia
$49.1M 2,112,762 +53,895 +3%
WHG
8
Westwood Holdings Group
Texas
$40.5M 1,742,917 -258,877 -13%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$36.7M 1,580,638 -49,333 -3%
ACB
10
Aristotle Capital Boston
Massachusetts
$35.1M 1,509,313 +56,926 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.2M 1,299,465 +50,808 +4%
State Street
12
State Street
Massachusetts
$28.9M 1,244,664 +2,840 +0.2%
VM
13
Venator Management
Pennsylvania
$28.2M 1,212,326 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.3M 1,133,781 +241,051 +27%
HRCM
15
Hood River Capital Management
Florida
$24.3M 1,046,426 +193,310 +23%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.5M 1,012,678 -2,725 -0.3%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$22.3M 961,686 -83,414 -8%
EA
18
Emerald Advisers
Pennsylvania
$21.7M 934,086 -221 -0%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$20.3M 873,291 -205,553 -19%
Northern Trust
20
Northern Trust
Illinois
$19.6M 842,395 +12,145 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$19.2M 826,483 +163,030 +25%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$19.1M 822,311 -1,941 -0.2%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.6M 759,517 -7,000 -0.9%
GIP
24
Granite Investment Partners
California
$15.6M 672,556 +6,966 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15.3M 660,364 -1,542 -0.2%
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