Alyeska Investment Group
BWIN

Alyeska Investment Group’s Baldwin Insurance Group BWIN Stock Holding History

Alyeska Investment Group’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
2021
Q4 		– Sell
-100,000
Closed -$3.33M – 741
2021
Q3 		$3.33M Buy
+100,000
New +$3.13M 0.04% 408
2020
Q3 		– Sell
-264,402
Closed -$4.57M – 603
2020
Q2 		$4.57M Buy
+264,402
New +$3.19M 0.07% 276
2020
Q1 		– Sell
-51,783
Closed -$831K – 490
2019
Q4 		$831K Buy
+51,783
New +$826K 0.01% 333

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Alyeska Investment Group's BWIN Position: Q4 2021 in Review

Alyeska Investment Group sold out of Baldwin Insurance Group (BWIN) in Q4 2021, closing a stake of 100,000 shares — an estimated $3.33M sold.

Alyeska Investment Group first reported a position in BWIN in Q4 2019 and held it in 3 quarters. The position peaked at $4.57M in Q2 2020. 152 funds tracked by Wall St. Rank hold BWIN as of Q4 2021.

  • Alyeska Investment Group reported no remaining Baldwin Insurance Group position as of Q4 2021 after selling out during the quarter.
  • Alyeska Investment Group sold 100,000 Baldwin Insurance Group shares in Q4 2021, an estimated $3.33M.
  • Alyeska Investment Group first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 3 quarters.
  • Alyeska Investment Group's Baldwin Insurance Group position peaked at $4.57M in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2021.

Based on Alyeska Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.