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The Baldwin Insurance Group (BRP) Institutional Ownership

$33.68
+0.28 (+0.84%)
(As of 05/24/2024 ET)

Institutional Ownership Changes (13F Filings) for The Baldwin Insurance Group (NASDAQ:BRP)

Current
Institutional Ownership
Percentage
70.42%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$226.38M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$37.93M
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BRP Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System61,009$1.77M0.0%-4.5%0.052%
5/16/2024 Kennedy Capital Management LLC555,172$16.07M0.3%-9.5%0.476%
5/15/2024 Public Employees Retirement System of Ohio121,582$3.52M0.0%-25.2%0.104%
5/1/2024 Janney Montgomery Scott LLC7,147$207K0.0%N/A0.006%
4/30/2024 HB Wealth Management LLC63,667$1.84M0.0%+43.2%0.055%
4/29/2024 Principal Financial Group Inc.44,840$1.30M0.0%N/A0.038%
4/26/2024 Peregrine Capital Management LLC870,665$25.20M0.7%-5.0%0.746%
4/26/2024 SYSTM Wealth Solutions LLC15,358$444K0.1%-16.2%0.013%
4/26/2024 Verdence Capital Advisors LLC7,009$203K0.0%N/A0.006%
4/25/2024 Smith Chas P & Associates PA Cpas52,295$1.51M0.1%N/A0.045%
4/18/2024 Tributary Capital Management LLC473,583$13.71M1.1%+0.9%0.406%
4/18/2024 Diversified Trust Co34,000$984K0.0%+42.0%0.029%
4/17/2024 Cornerstone Wealth Group LLC16,888$489K0.0%N/A0.014%
4/10/2024 Pathway Financial Advisors LLC141,387$4.09M1.1%+56.3%0.121%
4/4/2024 Moody National Bank Trust Division6,980$202K0.0%N/A0.006%
4/1/2024 Confluence Investment Management LLC124,121$3.59M0.0%N/A0.106%
3/11/2024 Vanguard Group Inc.6,107,277$146.70M0.0%+1.9%5.235%
2/14/2024 Westwood Holdings Group Inc.3,015,270$72.43M0.6%+73.0%2.583%
2/13/2024 First National Bank of Omaha18,906$454K0.0%+11.5%0.016%
2/12/2024 Madison Asset Management LLC108,369$2.60M0.0%-35.9%0.093%
2/12/2024 Otter Creek Advisors LLC142,520$3.43M2.0%+13.5%0.122%
2/9/2024 Annis Gardner Whiting Capital Advisors LLC325,830$7.83M3.5%+47.4%0.279%
2/9/2024 Corient Private Wealth LLC36,934$887K0.0%-10.0%0.032%
2/7/2024 Boston Partners1,264,567$30.59M0.0%N/A1.083%
2/7/2024 Dimensional Fund Advisors LP988,830$23.75M0.0%+19.6%0.847%
2/7/2024 Van Hulzen Asset Management LLC33,141$796K0.1%+7.6%0.028%
2/6/2024 Charles Schwab Investment Management Inc.492,812$11.84M0.0%+1.8%0.422%
2/6/2024 Natixis Advisors L.P.23,224$557K0.0%+21.8%0.020%
2/6/2024 Swiss National Bank119,400$2.87M0.0%-14.8%0.102%
2/5/2024 Victory Capital Management Inc.8,589$206K0.0%N/A0.007%
2/2/2024 State of New Jersey Common Pension Fund D141,145$3.39M0.0%+49.2%0.121%
2/1/2024 Parkside Financial Bank & Trust1,022$25K0.0%N/A0.001%
2/1/2024 New York State Common Retirement Fund53,752$1.29M0.0%-25.5%0.046%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank14,438$347K0.0%+29.4%0.012%
1/30/2024 Cornercap Investment Counsel Inc.53,133$1.28M0.2%+32.9%0.046%
1/26/2024 Peregrine Capital Management LLC916,920$22.02M0.7%+56.2%0.785%
1/24/2024 Arizona State Retirement System16,935$407K0.0%-6.7%0.015%
1/23/2024 Trust Point Inc.12,707$305K0.0%N/A0.011%
1/18/2024 Altfest L J & Co. Inc.10,145$244K0.0%N/A0.009%
1/16/2024 Tributary Capital Management LLC469,305$11.27M0.9%+11.7%0.402%
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1/16/2024 Raymond James & Associates17,913$430K0.0%N/A0.015%
1/12/2024 SG Americas Securities LLC4,645$112K0.0%-60.6%0.004%
1/8/2024 Diversified Trust Co23,950$575K0.0%+4.1%0.021%
12/18/2023 Vanguard Group Inc.5,995,615$139.28M0.0%+1.2%5.135%
12/7/2023 Financial Advisory Group118,925$2.76M0.6%+61.4%0.102%
11/17/2023 Diversified Trust Co23,000$534K0.0%+13.0%0.020%
11/15/2023 Kennedy Capital Management LLC431,408$10.02M0.2%+1.4%0.369%
11/15/2023 First National Bank of Omaha16,956$394K0.0%+14.6%0.015%
11/14/2023 Cape Cod Five Cents Savings Bank40,000$929K0.1%+100.0%0.034%
11/14/2023 Bamco Inc. NY3,110,000$72.25M0.2%-0.1%2.663%
11/13/2023 Natixis Advisors L.P.19,062$443K0.0%+12.9%0.016%
11/13/2023 Algert Global LLC79,564$1.85M0.1%-41.8%0.068%
11/13/2023 Northern Trust Corp842,395$19.57M0.0%+1.5%0.721%
11/13/2023 Mariner LLC20,566$478K0.0%+129.1%0.018%
11/13/2023 CI Investments Inc.257,030$5.97M0.0%-38.4%0.220%
11/13/2023 Invesco Ltd.2,112,762$49.08M0.0%+2.6%1.809%
11/13/2023 WINTON GROUP Ltd37,098$862K0.1%N/A0.032%
11/13/2023 FMR LLC8,674,940$201.52M0.0%+51.2%7.428%
11/13/2023 Envestnet Asset Management Inc.206,391$4.79M0.0%+209.4%0.177%
11/9/2023 Loomis Sayles & Co. L P1,580,638$36.72M0.1%-3.0%1.353%
11/9/2023 Rhumbline Advisers78,995$1.84M0.0%-15.2%0.068%
11/9/2023 Deutsche Bank AG31,474$731K0.0%+12.1%0.027%
11/8/2023 State of New Jersey Common Pension Fund D94,600$2.20M0.0%N/A0.081%
11/8/2023 Annis Gardner Whiting Capital Advisors LLC221,030$5.14M2.7%N/A0.189%
11/8/2023 Charles Schwab Investment Management Inc.484,059$11.25M0.0%+4.1%0.415%
11/8/2023 Swiss National Bank140,100$3.26M0.0%+3.7%0.120%
11/7/2023 Quantbot Technologies LP2,756$64K0.0%N/A0.002%
11/7/2023 Van Hulzen Asset Management LLC30,791$715K0.1%+49.9%0.026%
11/7/2023 Barclays PLC22,505$523K0.0%-4.5%0.019%
11/7/2023 Arizona State Retirement System18,148$422K0.0%+4.1%0.016%
10/27/2023 Emerald Mutual Fund Advisers Trust759,517$17.64M1.1%-0.9%0.650%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank11,160$259K0.0%+32.3%0.010%
10/24/2023 Bank of New York Mellon Corp1,133,781$26.34M0.0%+27.0%0.971%
10/19/2023 Peregrine Capital Management LLC586,922$13.63M0.4%-14.7%0.503%
10/18/2023 NovaPoint Capital LLC50,534$1.17M0.5%-88.7%0.043%
10/13/2023 SG Americas Securities LLC11,781$274K0.0%N/A0.010%
10/11/2023 Tributary Capital Management LLC420,325$9.76M0.9%+17.8%0.360%
10/10/2023 Confluence Investment Management LLC146,781$3.41M0.1%-63.4%0.126%
8/15/2023 Kennedy Capital Management LLC425,356$10.54M0.2%+57.5%0.364%
8/14/2023 Aristotle Capital Boston LLC1,452,387$35.99M1.1%+2.4%1.243%
8/14/2023Toscafund Asset Management LLP422,149$10.46M41.1%+5.3%0.361%
8/11/2023 Westwood Holdings Group Inc.2,001,794$49.60M0.4%+34.7%1.714%
8/11/2023 Champlain Investment Partners LLC3,319,445$82.26M0.5%-4.3%2.842%
8/11/2023 Sei Investments Co.431,749$10.70M0.0%+6.6%0.370%
8/11/2023 ExodusPoint Capital Management LP73,000$1.81M0.0%+399.2%0.062%
8/10/2023 Bessemer Group Inc.18,031$447K0.0%N/A0.015%
8/10/2023 US Bancorp DE4,562$113K0.0%-70.1%0.004%
8/9/2023 Swiss National Bank135,100$3.35M0.0%+1.9%0.116%
8/9/2023 Financial Advisory Group73,667$1.83M0.4%-18.7%0.063%
8/8/2023 Rhumbline Advisers93,199$2.31M0.0%+19.4%0.080%
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8/4/2023 Envestnet Asset Management Inc.66,707$1.65M0.0%+5.6%0.057%
8/4/2023 American International Group Inc.28,465$705K0.0%-3.0%0.024%
8/4/2023 Apollon Wealth Management LLC86,320$2.14M0.1%N/A0.074%
8/3/2023 Van Hulzen Asset Management LLC20,547$509K0.0%+26.6%0.018%
8/3/2023 Bank of New York Mellon Corp892,730$22.12M0.0%-5.3%0.764%
8/2/2023 Otter Creek Advisors LLC189,617$4.70M2.8%+132.0%0.162%
8/1/2023 Kornitzer Capital Management Inc. KS411,290$10.19M0.2%+17.0%0.352%
8/1/2023 Truist Financial Corp10,819$268K0.0%+6.4%0.009%
7/31/2023 New World Advisors LLC27,430$680K0.2%+22.3%0.023%
7/26/2023 Peregrine Capital Management LLC688,126$17.05M0.5%+9.7%0.589%
(Data available from 1/1/2016 forward)

BRP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRP shares?

During the previous two years, 120 institutional investors and hedge funds held shares of The Baldwin Insurance Group. The most heavily invested institutionals were FMR LLC ($201.52M), Vanguard Group Inc. ($146.70M), Champlain Investment Partners LLC ($82.26M), Westwood Holdings Group Inc. ($72.43M), Bamco Inc. NY ($72.25M), Invesco Ltd. ($49.08M), and Loomis Sayles & Co. L P ($36.72M).Learn more on BRP's institutional investors.

What percentage of The Baldwin Insurance Group stock is owned by institutional investors?

70.42% of The Baldwin Insurance Group stock is owned by institutional investors. Learn more on BRP's institutional investor holdings.

Which institutional investors have been buying The Baldwin Insurance Group stock?

Of the 102 institutional investors that purchased The Baldwin Insurance Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.09M), Westwood Holdings Group Inc. ($1.79M), Boston Partners ($1.26M), Granite Investment Partners LLC ($665.63K), Tributary Capital Management LLC ($581.20K), NovaPoint Capital LLC ($445.95K), and Point72 Asset Management L.P. ($423.63K).

How much institutional buying is happening at The Baldwin Insurance Group?

Institutional investors have bought a total of 13,418,408 shares in the last 24 months. This purchase volume represents approximately $366.98M in transactions.

Which The Baldwin Insurance Group major shareholders have been selling company stock?

Of the 53 institutional investors that sold The Baldwin Insurance Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($493.88K), Driehaus Capital Management LLC ($489.37K), Confluence Investment Management LLC ($447.07K), NovaPoint Capital LLC ($395.42K), Guardian Point Capital LP ($375K), Point72 Asset Management L.P. ($346.23K), and Emerald Mutual Fund Advisers Trust ($272.60K).

How much institutional selling is happening at The Baldwin Insurance Group?

Institutional investors have sold a total of 4,888,466 shares in the last 24 months. This volume of shares sold represents approximately $140.97M in transactions.


This page (NASDAQ:BRP) was last updated on 5/26/2024 by MarketBeat.com Staff

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