Connor, Clark & Lunn Investment Management (CC&L)’s Baldwin Insurance Group BWIN Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024 Q4	–	Sell	-21,871	Closed	-$1.09M	–	1679
2024 Q3	$1.09M	Buy	+21,871	New	+$951K	0.01%	859
2023 Q3	–	Sell	-34,147	Closed	-$846K	–	1569
2023 Q2	$846K	Sell	34,147 -29,426	-46%	-$697K	﹤0.01%	845
2023 Q1	$1.62M	Sell	63,573 -22,559	-26%	-$627K	0.01%	601
2022 Q4	$2.17M	Sell	86,132 -35,425	-29%	-$976K	0.01%	521
2022 Q3	$3.2M	Sell	121,557 -17,139	-12%	-$488K	0.02%	407
2022 Q2	$3.35M	Sell	138,696 -50,686	-27%	-$1.23M	0.02%	386
2022 Q1	$5.08M	Sell	189,382 -36,551	-16%	-$1.05M	0.02%	324
2021 Q4	$8.16M	Sell	225,933 -14,278	-6%	-$528K	0.04%	261
2021 Q3	$8M	Buy	+240,211	New	+$7.52M	0.04%	276

Other funds holding BWIN

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s BWIN Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 21,871 shares — an estimated $1.09M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BWIN in Q3 2021 and held it in 9 quarters. The position peaked at $8.16M in Q4 2021. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 21,871 Baldwin Insurance Group shares in Q4 2024, an estimated $1.09M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Baldwin Insurance Group in Q3 2021 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Baldwin Insurance Group position peaked at $8.16M in Q4 2021.
208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.