Credit Suisse’s Baldwin Insurance Group BWIN Stock Holding History

Credit Suisse’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 Q1	$2.53M	Buy	87,557 +1,578	+2%	+$41.5K	﹤0.01%	1706
2023 Q4	$2.07M	Buy	85,979 +7,926	+10%	+$168K	﹤0.01%	1857
2023 Q3	$1.81M	Sell	78,053 -2,580	-3%	-$64.5K	﹤0.01%	1891
2023 Q2	$2M	Buy	80,633 +27,313	+51%	+$647K	﹤0.01%	1910
2023 Q1	$1.36M	Buy	53,320 +3,490	+7%	+$96.9K	﹤0.01%	2119
2022 Q4	$1.25M	Buy	49,830 +1,719	+4%	+$47.4K	﹤0.01%	2182
2022 Q3	$1.27M	Buy	48,111 +1,902	+4%	+$54.2K	﹤0.01%	2153
2022 Q2	$1.12M	Sell	46,209 -353	-0.8%	-$8.58K	﹤0.01%	2313
2022 Q1	$1.25M	Buy	46,562 +4,932	+12%	+$142K	﹤0.01%	2404
2021 Q4	$1.5M	Buy	41,630 +7,056	+20%	+$261K	﹤0.01%	3004
2021 Q3	$1.15M	Buy	34,574 +10,785	+45%	+$338K	﹤0.01%	3234
2021 Q2	$634K	Sell	23,789 -3,614	-13%	-$98K	﹤0.01%	3687
2021 Q1	$746K	Sell	27,403 -11,822	-30%	-$321K	﹤0.01%	3505
2020 Q4	$1.18M	Buy	+39,225	New	+$1.13M	﹤0.01%	3226

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

CIP

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

Credit Suisse's BWIN Position: Q1 2024 in Review

Credit Suisse increased its Baldwin Insurance Group (BWIN) stake by 1.8% in Q1 2024, buying an estimated $41.5K and bringing the position to 87,557 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Credit Suisse first reported a position in BWIN in Q4 2020 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

Credit Suisse held 87,557 shares of Baldwin Insurance Group worth $2.53M as of Q1 2024.
Credit Suisse bought 1,578 Baldwin Insurance Group shares in Q1 2024, an estimated $41.5K.
Baldwin Insurance Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1706 holding.
Credit Suisse first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 14 quarters since.
172 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.