CNA Financial’s Baldwin Insurance Group BWIN Stock Holding History

CNA Financial’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	-21,396	Closed	-$538K	–	77
2022 Q4	$538K	Sell	21,396 -16,295	-43%	-$449K	0.33%	28
2022 Q3	$993K	Sell	37,691 -2,162	-5%	-$61.6K	0.38%	35
2022 Q2	$962K	Hold	39,853	–	–	0.34%	42
2022 Q1	$1.07M	Sell	39,853 -3,097	-7%	-$89.2K	0.33%	70
2021 Q4	$1.55M	Sell	42,950 -7,402	-15%	-$274K	0.41%	58
2021 Q3	$1.68M	Hold	50,352	–	–	0.46%	44
2021 Q2	$1.34M	Hold	50,352	–	–	0.38%	56
2021 Q1	$1.37M	Hold	50,352	–	–	0.42%	56
2020 Q4	$1.51M	Hold	50,352	–	–	0.47%	48
2020 Q3	$1.25M	Hold	50,352	–	–	0.46%	46
2020 Q2	$870K	Buy	50,352 +35,155	+231%	+$424K	0.34%	66
2020 Q1	$160K	Buy	+15,197	New	+$231K	0.07%	103

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

CNA Financial's BWIN Position: Q1 2023 in Review

CNA Financial sold out of Baldwin Insurance Group (BWIN) in Q1 2023, closing a stake of 21,396 shares — an estimated $538K sold.

CNA Financial first reported a position in BWIN in Q1 2020 and held it in 12 quarters. The position peaked at $1.68M in Q3 2021. 144 funds tracked by Wall St. Rank hold BWIN as of Q1 2023.

CNA Financial reported no remaining Baldwin Insurance Group position as of Q1 2023 after selling out during the quarter.
CNA Financial sold 21,396 Baldwin Insurance Group shares in Q1 2023, an estimated $538K.
CNA Financial first reported a position in Baldwin Insurance Group in Q1 2020 and held it in 12 quarters.
CNA Financial's Baldwin Insurance Group position peaked at $1.68M in Q3 2021.
144 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.