BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

182 hedge funds and large institutions have $2.29B invested in Baldwin Insurance Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
72
Reduced
46
Closed
26
Calls
$3.91M
Puts
$6.04M
Net Calls
-$2.14M
Net Calls Change
-$2.59M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$24.4M
3
State Street
3
State Street
Massachusetts
$61.3M
4
BlackRock
4
BlackRock
New York
$169M
5
DCM
5
Driehaus Capital Management
Illinois
$33.1M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.8M
2
WHG
2
Westwood Holdings Group
Texas
$78.7M
3
Millennium Management
3
Millennium Management
New York
$2.81M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$352M 9,919,196 +208,488 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$223M 6,298,860 +131,044 +2%
BlackRock
3
BlackRock
New York
$169M 4,751,731 +341,254 +8%
CIP
4
Champlain Investment Partners
Vermont
$150M 4,238,755 +215,580 +5%
Macquarie Group
5
Macquarie Group
Australia
$122M 3,445,265 -1,419 -0%
BAMCO Inc
6
BAMCO Inc
New York
$116M 3,260,000 +66 +0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$109M 3,083,281 +157,631 +5%
WHG
8
Westwood Holdings Group
Texas
$78.7M 2,219,148 -516,302 -19%
State Street
9
State Street
Massachusetts
$61.3M 1,727,164 +403,151 +30%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$55.8M 1,573,750 +88,807 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$54.7M 1,541,031 +127,450 +9%
ACB
12
Aristotle Capital Boston
Massachusetts
$50.9M 1,434,943 -110,913 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$38.4M 1,082,243 +72,563 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$36.8M 1,036,608 -195,875 -16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.4M 1,027,296 +82,783 +9%
DCM
16
Driehaus Capital Management
Illinois
$33.1M 931,959 +325,751 +54%
EA
17
Emerald Advisers
Pennsylvania
$30.8M 868,745 -24,847 -3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$27.1M 763,104 +734,098 +2,531%
VM
19
Venator Management
Pennsylvania
$26.6M 750,900 -31,375 -4%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.1M 735,417 +3,304 +0.5%
PCM
21
Peregrine Capital Management
Minnesota
$25.2M 709,623 -161,042 -18%
GKIM
22
GW&K Investment Management
Massachusetts
$24.4M 686,528 +686,528 New
Northern Trust
23
Northern Trust
Illinois
$24M 677,088 -21,133 -3%
Bank of America
24
Bank of America
North Carolina
$22.4M 630,799 -5,250 -0.8%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$20.4M 574,344 -44,102 -7%
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