ClearBridge Investments’s Baldwin Insurance Group BWIN Stock Holding History

ClearBridge 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
2023 Q1	–	Sell	-478,752	Closed	-$12M	–	753
2022 Q4	$12M	Sell	478,752 -2,725	-0.6%	-$75.1K	0.01%	502
2022 Q3	$12.7M	Sell	481,477 -2,827	-0.6%	-$80.5K	0.01%	487
2022 Q2	$11.7M	Buy	484,304 +28,612	+6%	+$696K	0.01%	519
2022 Q1	$12.2M	Buy	455,692 +4,435	+1%	+$128K	0.01%	545
2021 Q4	$16.3M	Sell	451,257 -82,630	-15%	-$3.05M	0.01%	516
2021 Q3	$17.8M	Sell	533,887 -47,573	-8%	-$1.49M	0.01%	510
2021 Q2	$15.5M	Sell	581,460 -6,037	-1%	-$164K	0.01%	556
2021 Q1	$16M	Sell	587,497 -26,653	-4%	-$725K	0.01%	523
2020 Q4	$18.4M	Sell	614,150 -54,308	-8%	-$1.57M	0.01%	484
2020 Q3	$16.7M	Sell	668,458 -71,543	-10%	-$1.55M	0.01%	456
2020 Q2	$12.8M	Buy	+740,001	New	+$8.93M	0.01%	480

Other funds holding BWIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

ClearBridge Investments's BWIN Position: Q1 2023 in Review

ClearBridge Investments sold out of Baldwin Insurance Group (BWIN) in Q1 2023, closing a stake of 478,752 shares — an estimated $12M sold.

ClearBridge Investments first reported a position in BWIN in Q2 2020 and held it in 11 quarters. The position peaked at $18.4M in Q4 2020. 144 funds tracked by Wall St. Rank hold BWIN as of Q1 2023.

ClearBridge Investments reported no remaining Baldwin Insurance Group position as of Q1 2023 after selling out during the quarter.
ClearBridge Investments sold 478,752 Baldwin Insurance Group shares in Q1 2023, an estimated $12M.
ClearBridge Investments first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 11 quarters.
ClearBridge Investments's Baldwin Insurance Group position peaked at $18.4M in Q4 2020.
144 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2023.

Based on ClearBridge Investments's 13F filing for Q1 2023, filed 12 May 2023.