BWIN Institutional Ownership
The Baldwin Insurance Group, Inc.
1W: -0.2%
1M: +2.5%
3M: +17.3%
YTD: +33.6%
1Y: +17.1%
$31.77
+0.00 (+0.00%)
Weekly Expected Move ±5.7%
$28
$30
$32
$34
$35
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Institutional Ownership — BWIN
258
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
43
New Positions
68
Increased
102
Reduced
25
Closed
0.40
Put/Call Ratio
Ownership Trends
Top Institutional Holders (277 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 14,752,216 | $$469M | +798,154 | +5.7% | 25Q | SEC ↗ |
| 2 | BlackRock, Inc. | 7,251,950 | $$230M | +600,650 | +9.0% | 8Q | SEC ↗ |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 6,732,965 | $$214M | -61,527 | -0.9% | 11Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,262,912 | $$104M | -212,219 | -6.1% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,166,381 | $$101M | -298,538 | -8.6% | 2Q | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 3,077,351 | $$98M | -840,736 | -21.5% | 27Q | SEC ↗ |
| 7 | BAMCO INC /NY | 2,712,386 | $$86M | +2,318 | +0.1% | 27Q | SEC ↗ |
| 8 | STATE STREET CORP | 2,665,874 | $$85M | +192,620 | +7.8% | 27Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2,339,453 | $$74M | +188,420 | +8.8% | 27Q | SEC ↗ |
| 10 | MORGAN STANLEY | 2,277,033 | $$72M | +473,826 | +26.3% | 27Q | SEC ↗ |
| 11 | Woodline Partners LP | 2,264,135 | $$72M | +1,774,195 | +362.1% | 3Q | SEC ↗ |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2,097,658 | $$67M | +995,206 | +90.3% | 3Q | SEC ↗ |
| 13 | T. Rowe Price Investment Management, I | 2,010,989 | $$64M | +438,186 | +27.9% | 17Q | SEC ↗ |
| 14 | WESTWOOD HOLDINGS GROUP INC | 1,938,370 | $$62M | -638,826 | -24.8% | 17Q | SEC ↗ |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,912,711 | $$61M | -67,172 | -3.4% | 3Q | SEC ↗ |
| 16 | Capital International Investors | 1,690,697 | $$54M | +47,140 | +2.9% | 9Q | SEC ↗ |
| 17 | UBS Group AG | 1,641,349 | $$52M | +374,524 | +29.6% | 27Q | SEC ↗ |
| 18 | Annis Gardner Whiting Capital Advisors | 1,582,587 | $$50M | -134,951 | -7.9% | 5Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1,346,168 | $$43M | +12,297 | +0.9% | 20Q | SEC ↗ |
| 20 | Capital Research Global Investors | 1,308,203 | $$42M | -234,646 | -15.2% | 7Q | SEC ↗ |
| 21 | Boston Partners | 1,192,820 | $$38M | +420,117 | +54.4% | 3Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 1,184,085 | $$38M | +335,678 | +39.6% | 15Q | SEC ↗ |
| 23 | Point72 Asset Management, L.P. | 1,038,190 | $$33M | +591,212 | +132.3% | 4Q | SEC ↗ |
| 24 | JANUS HENDERSON GROUP PLC | 881,885 | $$28M | +98,600 | +12.6% | 18Q | SEC ↗ |
| 25 | Champlain Investment Partners, LLC | 863,038 | $$27M | -171,222 | -16.6% | 22Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 810,264 | $$26M | +58,938 | +7.8% | 27Q | SEC ↗ |
| 27 | Fenimore Asset Management Inc | 795,434 | $$25M | +92,126 | +13.1% | 6Q | SEC ↗ |
| 28 | Venator Management LLC | 773,345 | $$25M | — | +0.0% | 23Q | SEC ↗ |
| 29 | Bridgewater Advisors Inc. NEW | 728,743 | $$23M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 723,413 | $$23M | +45,189 | +6.7% | 15Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 723,413 | $$23M | — | +0.0% | 1Q | SEC ↗ |
| 32 | MetLife Investment Management, LLC | 692,797 | $$22M | -244,896 | -26.1% | 27Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 673,005 | $$21M | -9,467 | -1.4% | 15Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 651,486 | $$21M | -126,795 | -16.3% | 27Q | SEC ↗ |
| 35 | KENNEDY CAPITAL MANAGEMENT LLC | 612,135 | $$19M | -30,581 | -4.8% | 27Q | SEC ↗ |
| 36 | Fiera Capital Corp | 596,374 | $$19M | -447,398 | -42.9% | 5Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 581,482 | $$18M | +16,745 | +3.0% | 2Q | SEC ↗ |
| 38 | Aristotle Capital Boston, LLC | 568,427 | $$18M | -113,633 | -16.7% | 25Q | SEC ↗ |
| 39 | 1776 Wealth LLC | 537,410 | $$17M | +178,219 | +49.6% | 2Q | SEC ↗ |
| 40 | SEI INVESTMENTS CO | 446,679 | $$14M | -9,495 | -2.1% | 15Q | SEC ↗ |
| 41 | BECK MACK & OLIVER LLC | 438,020 | $$14M | +10,935 | +2.6% | 3Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 410,190 | $$13M | -13,948 | -3.3% | 27Q | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 405,426 | $$13M | +606 | +0.1% | 2Q | SEC ↗ |
| 44 | Nuveen, LLC | 392,561 | $$12M | +121,757 | +45.0% | 6Q | SEC ↗ |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 364,353 | $$12M | -333,827 | -47.8% | 27Q | SEC ↗ |
| 46 | Tributary Capital Management, LLC | 357,734 | $$11M | -10,634 | -2.9% | 17Q | SEC ↗ |
| 47 | Jupiter Topco LLC NEW | 329,652 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Freestone Grove Partners LP NEW | 327,679 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 49 | STATE OF WISCONSIN INVESTMENT BOARD | 325,131 | $$10M | -42,780 | -11.6% | 15Q | SEC ↗ |
| 50 | EQUITABLE TRUST CO | 282,998 | $$9M | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bridgewater Advisors Inc. | 728,743 | $$23M |
| Sixth Street Partners Management Co | 723,413 | $$23M |
| Jupiter Topco LLC | 329,652 | $$10M |
| Freestone Grove Partners LP | 327,679 | $$10M |
| Gillson Capital LP | 172,991 | $$5M |
| Lighthouse Investment Partners, LLC | 171,922 | $$5M |
| Balyasny Asset Management L.P. | 153,172 | $$5M |
| Curated Wealth Partners LLC | 105,131 | $$3M |
| CITADEL ADVISORS LLC | 73,992 | $$2M |
| FIRST TRUST ADVISORS LP | 62,929 | $$2M |
| CSM Advisors, LLC | 51,388 | $$2M |
| Cerity Partners LLC | 37,144 | $$1M |
| Bleakley Financial Group, LLC | 36,470 | $$1M |
| CIBC WORLD MARKET INC. | 36,000 | $$1M |
| Jain Global LLC | 32,371 | $$1M |
| Weiss Asset Management LP | 27,680 | $$879K |
| ALLSTATE CORP | 23,998 | $$762K |
| Brooklyn Investment Group | 21,914 | $$696K |
| IMC-Chicago, LLC | 17,698 | $$562K |
| MARSHALL WACE, LLP | 16,750 | $$532K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Artisan Partners Limited Partnershi | 1,217,970 | $$39M |
| AMERICAN CENTURY COMPANIES INC | 1,028,729 | $$33M |
| Philadelphia Financial Management o | 556,299 | $$18M |
| MILFORD FUNDS LTD | 346,319 | $$11M |
| Select Equity Group, L.P. | 153,228 | $$5M |
| XTX Topco Ltd | 122,105 | $$4M |
| KORNITZER CAPITAL MANAGEMENT INC /K | 98,480 | $$3M |
| Verition Fund Management LLC | 95,581 | $$3M |
| Campbell & CO Investment Adviser LL | 90,230 | $$3M |
| Jefferies Financial Group Inc. | 48,258 | $$2M |
| SummitTX Capital, L.P. | 43,124 | $$1M |
| TWINBEECH CAPITAL LP | 37,773 | $$1M |
| Austin Wealth Management, LLC | 37,337 | $$1M |
| PANAGORA ASSET MANAGEMENT INC | 26,783 | $$851K |
| Advisory Services Network, LLC | 26,415 | $$839K |
| Numerai GP LLC | 23,664 | $$752K |
| Hudson Bay Capital Management LP | 22,740 | $$722K |
| VARCOV Co. | 21,524 | $$684K |
| ExodusPoint Capital Management, LP | 19,612 | $$623K |
| Holocene Advisors, LP | 16,446 | $$522K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Woodline Partners LP | +1,774,195 | +362.1% | 2,264,135 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +995,206 | +90.3% | 2,097,658 |
| FMR LLC | +798,154 | +5.7% | 14,752,216 |
| BlackRock, Inc. | +600,650 | +9.0% | 7,251,950 |
| Point72 Asset Management, L.P. | +591,212 | +132.3% | 1,038,190 |
| MORGAN STANLEY | +473,826 | +26.3% | 2,277,033 |
| T. Rowe Price Investment Management | +438,186 | +27.9% | 2,010,989 |
| Boston Partners | +420,117 | +54.4% | 1,192,820 |
| UBS Group AG | +374,524 | +29.6% | 1,641,349 |
| BANK OF AMERICA CORP /DE | +335,678 | +39.6% | 1,184,085 |
| STATE STREET CORP | +192,620 | +7.8% | 2,665,874 |
| GEODE CAPITAL MANAGEMENT, LLC | +188,420 | +8.8% | 2,339,453 |
| 1776 Wealth LLC | +178,219 | +49.6% | 537,410 |
| Nuveen, LLC | +121,757 | +45.0% | 392,561 |
| CWM, LLC | +114,210 | +15475.6% | 114,948 |
| FIFTH THIRD BANCORP | +106,360 | +134.3% | 185,553 |
| JANUS HENDERSON GROUP PLC | +98,600 | +12.6% | 881,885 |
| Fenimore Asset Management Inc | +92,126 | +13.1% | 795,434 |
| NORTHERN TRUST CORP | +58,938 | +7.8% | 810,264 |
| WELLS FARGO & COMPANY/MN | +57,226 | +40.7% | 197,936 |