Alberta Investment Management Corp (AIMCo)’s Baldwin Insurance Group BWIN Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2023 Q2	–	Sell	-61,789	Closed	-$1.57M	–	1305
2023 Q1	$1.57M	Hold	61,789	–	–	0.02%	612
2022 Q4	$1.55M	Buy	61,789 +9,971	+19%	+$275K	0.01%	692
2022 Q3	$1.36M	Buy	+51,818	New	+$1.48M	0.01%	819
2022 Q1	–	Sell	-16,240	Closed	-$586K	–	1374
2021 Q4	$586K	Buy	+16,240	New	+$600K	﹤0.01%	861

Other funds holding BWIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s BWIN Position: Q2 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of Baldwin Insurance Group (BWIN) in Q2 2023, closing a stake of 61,789 shares — an estimated $1.57M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in BWIN in Q4 2021 and held it in 4 quarters. The position peaked at $1.57M in Q1 2023. 147 funds tracked by Wall St. Rank hold BWIN as of Q2 2023.

Alberta Investment Management Corp (AIMCo) reported no remaining Baldwin Insurance Group position as of Q2 2023 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 61,789 Baldwin Insurance Group shares in Q2 2023, an estimated $1.57M.
Alberta Investment Management Corp (AIMCo) first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 4 quarters.
Alberta Investment Management Corp (AIMCo)'s Baldwin Insurance Group position peaked at $1.57M in Q1 2023.
147 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2023, filed 14 Aug 2023.