BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

170 hedge funds and large institutions have $1.83B invested in Baldwin Insurance Group in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
51
Reduced
63
Closed
22
Calls
$541K
Puts
$90K
Net Calls
+$451K
Net Calls Change
-$338K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$84.7M
2
DCM
2
Driehaus Capital Management
Illinois
$17.5M
3
CIP
3
Champlain Investment Partners
Vermont
$116M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$10.3M
5
Millennium Management
5
Millennium Management
New York
$10.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.96M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$669K
4
WHG
4
Westwood Holdings Group
Texas
$79.2M
5
UE
5
Unisphere Establishment
Liechtenstein
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$281M 9,710,708 +102,109 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$178M 6,167,816 +60,539 +1%
BlackRock
3
BlackRock
New York
$128M 4,410,477 -201,933 -4%
CIP
4
Champlain Investment Partners
Vermont
$116M 4,023,175 +462,485 +13%
Macquarie Group
5
Macquarie Group
Australia
$99.7M 3,446,684 -96,176 -3%
BAMCO Inc
6
BAMCO Inc
New York
$94.3M 3,259,934 -66 -0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$84.7M 2,925,650 +2,718,869 +1,315%
WHG
8
Westwood Holdings Group
Texas
$79.2M 2,735,450 -279,820 -9%
ACB
9
Aristotle Capital Boston
Massachusetts
$44.7M 1,545,856 +26,166 +2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$43M 1,484,943 -47,199 -3%
Boston Partners
11
Boston Partners
Massachusetts
$42.6M 1,479,646 +215,079 +17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.9M 1,413,581 +43,329 +3%
State Street
13
State Street
Massachusetts
$38.3M 1,324,013 +7,515 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$35.7M 1,232,483 -73,993 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$29.2M 1,009,680 +20,850 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.3M 944,513 -27,330 -3%
EA
17
Emerald Advisers
Pennsylvania
$25.9M 893,592 +5,375 +0.6%
PCM
18
Peregrine Capital Management
Minnesota
$25.2M 870,665 -46,255 -5%
VM
19
Venator Management
Pennsylvania
$22.6M 782,275 -2,400 -0.3%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.2M 732,113 +1,629 +0.2%
Northern Trust
21
Northern Trust
Illinois
$20.2M 698,221 -10,683 -2%
Bank of America
22
Bank of America
North Carolina
$18.4M 636,049 +161,215 +34%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$17.9M 618,446 +61,975 +11%
DCM
24
Driehaus Capital Management
Illinois
$17.5M 606,208 +606,208 New
SEI Investments
25
SEI Investments
Pennsylvania
$16.4M 566,859 +36,182 +7%
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