BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

207 hedge funds and large institutions have $2.63B invested in Baldwin Insurance Group in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 37 closing their positions.

Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
28
Increased
83
Reduced
64
Closed
37
Calls
$3.36M
Puts
$5.57M
Net Calls
-$2.22M
Net Calls Change
-$2.52M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$87.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$190M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$77.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$64.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
ACB
4
Aristotle Capital Boston
Massachusetts
$20.2M
5
CIP
5
Champlain Investment Partners
Vermont
$77.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M 8,398,745 -1,518,565 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M 6,587,486 +175,381 +3%
BlackRock
3
BlackRock
New York
$198M 5,109,518 +149,459 +3%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$190M 4,907,589 +2,197,648 +81%
BAMCO Inc
5
BAMCO Inc
New York
$117M 3,010,000 – –
Capital International Investors
6
Capital International Investors
California
$99M 2,555,208 +210,715 +9%
Macquarie Group
7
Macquarie Group
Australia
$94.8M 2,445,875 -130,738 -5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$87.6M 2,259,342 +2,259,342 New
State Street
9
State Street
Massachusetts
$80.7M 2,082,013 +125,462 +6%
CIP
10
Champlain Investment Partners
Vermont
$77.7M 2,005,171 -555,556 -22%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$77.3M 1,993,871 +1,110,444 +126%
WHG
12
Westwood Holdings Group
Texas
$77.2M 1,990,818 +300,912 +18%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$64.9M 1,673,944 +438,076 +35%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$60.6M 1,562,735 +12,378 +0.8%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$44.2M 1,141,544 -136,633 -11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$43.7M 1,127,200 +19,049 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.1M 956,935 +84,843 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$33.9M 875,256 -132,334 -13%
EA
19
Emerald Advisers
Pennsylvania
$33.6M 867,072 -17,227 -2%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$32.8M 847,494 +129,030 +18%
Northern Trust
21
Northern Trust
Illinois
$30.7M 791,507 +54,096 +7%
Bank of America
22
Bank of America
North Carolina
$28.2M 726,798 +44,719 +7%
VM
23
Venator Management
Pennsylvania
$28M 722,570 -1,230 -0.2%
GKIM
24
GW&K Investment Management
Massachusetts
$25M 644,574 -13,676 -2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$22.1M 571,058 +37,817 +7%
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