BPIM
BWIN

Brant Point Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

Brant Point Investment Management’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
Q1 		– Sell
-287,285
Closed -$8.61M – 177
2020
Q4 		$8.61M Buy
287,285
+262,285
+1,049% +$7.59M 1.02% 16
2020
Q3 		$623K Buy
+25,000
New +$541K 0.05% 124

Other funds holding BWIN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brant Point Investment Management's BWIN Position: Q1 2021 in Review

Brant Point Investment Management sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 287,285 shares — an estimated $8.61M sold.

Brant Point Investment Management first reported a position in BWIN in Q3 2020 and held it in 2 quarters. The position peaked at $8.61M in Q4 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

  • Brant Point Investment Management reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
  • Brant Point Investment Management sold 287,285 Baldwin Insurance Group shares in Q1 2021, an estimated $8.61M.
  • Brant Point Investment Management first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 2 quarters.
  • Brant Point Investment Management's Baldwin Insurance Group position peaked at $8.61M in Q4 2020.
  • 113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on Brant Point Investment Management's 13F filing for Q1 2021, filed 14 May 2021.