AI
BWIN

Atria Investments’s Baldwin Insurance Group BWIN Stock Holding History

Atria Investments’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
-9,108
Closed -$454K – 2011
2024
Q3 		$454K Sell
9,108
-441
-5% -$19.2K 0.01% 1380
2024
Q2 		$339K Buy
+9,549
New +$295K ﹤0.01% 1515

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

Atria Investments's BWIN Position: Q4 2024 in Review

Atria Investments sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 9,108 shares — an estimated $454K sold.

Atria Investments first reported a position in BWIN in Q2 2024 and held it in 2 quarters. The position peaked at $454K in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Atria Investments reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 9,108 Baldwin Insurance Group shares in Q4 2024, an estimated $454K.
  • Atria Investments first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Baldwin Insurance Group position peaked at $454K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.