BBA
BWIN

Brookfield BHS Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Brookfield BHS Advisors’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
2020
Q1 		– Sell
-65,000
Closed -$1.04M – 71
2019
Q4 		$1.04M Buy
+65,000
New +$1.04M 0.19% 73

Other funds holding BWIN

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N
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Brookfield BHS Advisors's BWIN Position: Q1 2020 in Review

Brookfield BHS Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2020, closing a stake of 65,000 shares — an estimated $1.04M sold.

Brookfield BHS Advisors first reported a position in BWIN in Q4 2019 and held it in 1 quarter. The position peaked at $1.04M in Q4 2019. 62 funds tracked by Wall St. Rank hold BWIN as of Q1 2020.

  • Brookfield BHS Advisors reported no remaining Baldwin Insurance Group position as of Q1 2020 after selling out during the quarter.
  • Brookfield BHS Advisors sold 65,000 Baldwin Insurance Group shares in Q1 2020, an estimated $1.04M.
  • Brookfield BHS Advisors first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 1 quarter.
  • Brookfield BHS Advisors's Baldwin Insurance Group position peaked at $1.04M in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2020.

Based on Brookfield BHS Advisors's 13F filing for Q1 2020, filed 15 May 2020.