AF
BWIN

Amalgamated Financial’s Baldwin Insurance Group BWIN Stock Holding History

Amalgamated Financial’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
2022
Q1 		$207K Buy
+7,732
New +$223K ﹤0.01% 1884

Other funds holding BWIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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

Amalgamated Financial's BWIN Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Baldwin Insurance Group (BWIN) in Q1 2022: 7,732 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings.

149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

  • Amalgamated Financial held 7,732 shares of Baldwin Insurance Group worth $207K as of Q1 2022.
  • Baldwin Insurance Group was a new Amalgamated Financial position in Q1 2022.
  • Baldwin Insurance Group made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1884 holding.
  • 149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.