DCM
BWIN

Driehaus Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Driehaus Capital Management’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
-1,134,710
Closed -$56.5M – 462
2024
Q3 		$56.5M Buy
1,134,710
+202,751
+22% +$8.82M 0.49% 60
2024
Q2 		$33.1M Buy
931,959
+325,751
+54% +$10.1M 0.32% 94
2024
Q1 		$17.5M Buy
+606,208
New +$15.9M 0.17% 173
2023
Q2 		– Sell
-308,624
Closed -$7.86M – 482
2023
Q1 		$7.86M Sell
308,624
-145,160
-32% -$4.03M 0.11% 251
2022
Q4 		$11.4M Sell
453,784
-173,049
-28% -$4.77M 0.17% 184
2022
Q3 		$16.5M Sell
626,833
-13,795
-2% -$393K 0.25% 123
2022
Q2 		$15.5M Sell
640,628
-316,322
-33% -$7.69M 0.25% 139
2022
Q1 		$25.7M Sell
956,950
-126,067
-12% -$3.63M 0.32% 108
2021
Q4 		$39.1M Buy
1,083,017
+97,603
+10% +$3.61M 0.4% 78
2021
Q3 		$32.8M Buy
985,414
+483,751
+96% +$15.1M 0.39% 78
2021
Q2 		$13.4M Sell
501,663
-8,151
-2% -$221K 0.18% 185
2021
Q1 		$13.9M Sell
509,814
-546,905
-52% -$14.9M 0.21% 151
2020
Q4 		$31.7M Buy
1,056,719
+150,247
+17% +$4.35M 0.51% 52
2020
Q3 		$22.6M Buy
906,472
+69,145
+8% +$1.5M 0.46% 62
2020
Q2 		$14.5M Buy
837,327
+255,783
+44% +$3.09M 0.35% 88
2020
Q1 		$6.13M Buy
581,544
+16,469
+3% +$250K 0.2% 122
2019
Q4 		$9.07M Buy
+565,075
New +$9.01M 0.24% 112

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Driehaus Capital Management's BWIN Position: Q4 2024 in Review

Driehaus Capital Management sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 1,134,710 shares — an estimated $56.5M sold.

Driehaus Capital Management first reported a position in BWIN in Q4 2019 and held it in 17 quarters. The position peaked at $56.5M in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Driehaus Capital Management reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Driehaus Capital Management sold 1,134,710 Baldwin Insurance Group shares in Q4 2024, an estimated $56.5M.
  • Driehaus Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 17 quarters.
  • Driehaus Capital Management's Baldwin Insurance Group position peaked at $56.5M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Driehaus Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.