BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

218 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
63
Reduced
75
Closed
13
Calls
$8.82M
Puts
$8.52M
Net Calls
+$308K
Net Calls Change
+$2.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$117M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$35.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$29.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$44M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$128M
2
Macquarie Group
2
Macquarie Group
Australia
$128M
3
WHG
3
Westwood Holdings Group
Texas
$84.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$494M 9,917,310 -1,886 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M 6,412,105 +113,245 +2%
BlackRock
3
BlackRock
New York
$247M 4,960,059 +208,328 +4%
BAMCO Inc
4
BAMCO Inc
New York
$150M 3,010,000 -250,000 -8%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$135M 2,709,941 -373,340 -12%
Macquarie Group
6
Macquarie Group
Australia
$128M 2,576,613 -868,652 -25%
CIP
7
Champlain Investment Partners
Vermont
$128M 2,560,727 -1,678,028 -40%
Capital International Investors
8
Capital International Investors
California
$117M 2,344,493 +2,214,699 +1,706%
State Street
9
State Street
Massachusetts
$97.4M 1,956,551 +229,387 +13%
WHG
10
Westwood Holdings Group
Texas
$84.2M 1,689,906 -529,242 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$77.2M 1,550,357 +9,326 +0.6%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$63.7M 1,278,177 -295,573 -19%
ACB
13
Aristotle Capital Boston
Massachusetts
$63.2M 1,269,025 -165,918 -12%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$61.5M 1,235,868 +1,175,484 +1,947%
DCM
15
Driehaus Capital Management
Illinois
$56.5M 1,134,710 +202,751 +22%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$55.2M 1,108,151 +25,908 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$50.2M 1,007,590 -19,706 -2%
EA
18
Emerald Advisers
Pennsylvania
$44M 884,299 +15,554 +2%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$44M 883,427 +396,676 +81%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$43.4M 872,092 -164,516 -16%
Northern Trust
21
Northern Trust
Illinois
$36.7M 737,411 +60,323 +9%
VM
22
Venator Management
Pennsylvania
$36M 723,800 -27,100 -4%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$35.8M 718,464 +718,464 New
Bank of America
24
Bank of America
North Carolina
$34M 682,079 +51,280 +8%
GKIM
25
GW&K Investment Management
Massachusetts
$32.8M 658,250 -28,278 -4%
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