BBVA USA’s Baldwin Insurance Group BWIN Stock Holding History

BBVA USA’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 Q3	$38K	Buy	1,134 +1,022	+913%	+$32K	﹤0.01%	697
2021 Q2	$3K	Buy	+112	New	+$3.04K	﹤0.01%	956

Other funds holding BWIN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

BBVA USA's BWIN Position: Q3 2021 in Review

BBVA USA increased its Baldwin Insurance Group (BWIN) stake by 913% in Q3 2021, buying an estimated $32K and bringing the position to 1,134 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

BBVA USA first reported a position in BWIN in Q2 2021 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold BWIN as of Q3 2021.

BBVA USA held 1,134 shares of Baldwin Insurance Group worth $38K as of Q3 2021.
BBVA USA bought 1,022 Baldwin Insurance Group shares in Q3 2021, an estimated $32K.
Baldwin Insurance Group made up ﹤0.01% of BBVA USA's portfolio in Q3 2021, its #697 holding.
BBVA USA first reported a position in Baldwin Insurance Group in Q2 2021 and has held it in 2 quarters since.
137 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.