Acadian Asset Management
BWIN

Acadian Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Acadian Asset Management’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,624
Closed -$130K – 2240
2024
Q3 		$130K Buy
+2,624
New +$114K ﹤0.01% 1508

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Acadian Asset Management's BWIN Position: Q4 2024 in Review

Acadian Asset Management sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 2,624 shares — an estimated $130K sold.

Acadian Asset Management first reported a position in BWIN in Q3 2024 and held it in 1 quarter. The position peaked at $130K in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Acadian Asset Management reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 2,624 Baldwin Insurance Group shares in Q4 2024, an estimated $130K.
  • Acadian Asset Management first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 1 quarter.
  • Acadian Asset Management's Baldwin Insurance Group position peaked at $130K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.