Baldwin Insurance Group, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.25%
vs ±5.4% implied · ×0.05
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
Baldwin Insurance Group, Inc.
31.92
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | FMRFMR | $392.1M | 16.44% | +5.72% | |
| 2 | BlackRockBlackRockindex-like | $192.8M | 8.08% | +9.03% | |
| 3 | William Blair Investment ManagementWilliam Blair | $179.0M | 7.50% | −0.91% | |
| 4 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $86.7M | 3.64% | −6.11% | |
| 5 | Vanguard Capital ManagementVanguardindex-like | $84.2M | 3.53% | −8.62% | |
| 6 | Bank of New York MellonBank of New York Mellonindex-like | $81.8M | 3.43% | −21.46% | |
| 7 | BamcoBamco | $72.1M | 3.02% | +0.09% | |
| 8 | State StreetState Streetindex-like | $70.8M | 2.97% | +7.79% | |
| 9 | Geode Capital ManagementGeodeindex-like | $62.2M | 2.61% | +8.76% | |
| 10 | Morgan StanleyMorgan Stanley | $60.5M | 2.54% | +26.28% | |
| 11 | Woodline PartnersWoodline Partners | $60.2M | 2.52% | +362.12% | |
| 12 | Frontier Capital ManagementFrontier | $55.8M | 2.34% | +90.27% | |
| 13 | T. Rowe Price Investment ManagementT. Rowe Price | $53.5M | 2.24% | +27.86% | |
| 14 | Westwood Holdings GroupWestwood | $51.5M | 2.16% | −24.79% | |
| 15 | Delaware Management HoldingsDelaware | $50.8M | 2.13% | −3.39% | |
| 16 | Capital International InvestorsCapital International Investors | $44.9M | 1.88% | +2.87% | |
| 17 | UBS GroupUBS | $43.6M | 1.83% | +29.56% | |
| 18 | Annis Gardner Whiting Capital AdvisorsAnnis Gardner Whiting Capital | $42.1M | 1.76% | −7.86% | |
| 19 | Dimensional Fund AdvisorsDimensional | $35.8M | 1.50% | +0.92% | |
| 20 | Capital Research Global InvestorsCapital Research Global Investors | $34.8M | 1.46% | −15.21% | |
| 21 | Boston PartnersBoston Partners | $31.7M | 1.33% | +54.37% | |
| 22 | Bank of AmericaBank of America | $31.5M | 1.32% | +39.57% | |
| 23 | Point72 Asset ManagementPoint72 | $27.6M | 1.16% | +132.27% | |
| 24 | Champlain Investment PartnersChamplain Investment Partners | $22.9M | 0.96% | −16.56% | |
| 25 | Northern TrustNorthern Trustindex-like | $21.5M | 0.90% | +7.84% |
230 managers report $2.4B of Baldwin Insurance on form 13F for the quarter ended Jun 30 '26. 26 of them hold 80% of it; FMR is largest at 16.44%.
Expected move
Inputsspot 31.93exp Mar 19ATM strike 30ATM straddle 2.80IV 13%