Coho Partners’s Baldwin Insurance Group BWIN Stock Holding History

Coho Partners’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
2022 Q1	–	Sell	-6,000	Closed	-$217K	–	86
2021 Q4	$217K	Buy	+6,000	New	+$222K	﹤0.01%	79

Other funds holding BWIN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

ACB

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

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Coho Partners's BWIN Position: Q1 2022 in Review

Coho Partners sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 6,000 shares — an estimated $217K sold.

Coho Partners first reported a position in BWIN in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

Coho Partners reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
Coho Partners sold 6,000 Baldwin Insurance Group shares in Q1 2022, an estimated $217K.
Coho Partners first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 1 quarter.
Coho Partners's Baldwin Insurance Group position peaked at $217K in Q4 2021.
149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on Coho Partners's 13F filing for Q1 2022, filed 27 Apr 2022.