BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in Baldwin Insurance Group in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
55
Reduced
53
Closed
21
Calls
$907K
Puts
$118K
Net Calls
+$789K
Net Calls Change
-$524K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$30.6M
2
WHG
2
Westwood Holdings Group
Texas
$72.4M
3
Macquarie Group
3
Macquarie Group
Australia
$85.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$231M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.75M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$1.68M
3
HRCM
3
Hood River Capital Management
Florida
$6.32M
4
VM
4
Venator Management
Pennsylvania
$18.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M 9,608,599 +933,659 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M 6,107,277 +111,662 +2%
BlackRock
3
BlackRock
New York
$111M 4,612,410 +385,674 +9%
CIP
4
Champlain Investment Partners
Vermont
$85.5M 3,560,690 -181,095 -5%
Macquarie Group
5
Macquarie Group
Australia
$85.1M 3,542,860 +1,064,363 +43%
BAMCO Inc
6
BAMCO Inc
New York
$78.3M 3,260,000 +150,000 +5%
WHG
7
Westwood Holdings Group
Texas
$72.4M 3,015,270 +1,272,353 +73%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$36.8M 1,532,142 -48,496 -3%
ACB
9
Aristotle Capital Boston
Massachusetts
$36.5M 1,519,690 +10,377 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.9M 1,370,252 +70,787 +5%
State Street
11
State Street
Massachusetts
$31.6M 1,316,498 +71,834 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.4M 1,306,476 +172,695 +15%
Boston Partners
13
Boston Partners
Massachusetts
$30.6M 1,264,567 +1,264,567 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$23.8M 988,830 +162,347 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.3M 971,843 +311,479 +47%
PCM
16
Peregrine Capital Management
Minnesota
$22M 916,920 +329,998 +56%
EA
17
Emerald Advisers
Pennsylvania
$21.3M 888,217 -45,869 -5%
VM
18
Venator Management
Pennsylvania
$18.8M 784,675 -427,651 -35%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.5M 730,484 -29,033 -4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$17.4M 726,223 -147,068 -17%
Northern Trust
21
Northern Trust
Illinois
$17M 708,904 -133,491 -16%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$16M 665,479 -347,199 -34%
KCM
23
Kennedy Capital Management
Missouri
$14.7M 613,652 +182,244 +42%
Morgan Stanley
24
Morgan Stanley
New York
$14.2M 589,216 +413,491 +235%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$13.4M 556,471 -265,840 -32%
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