Eagle Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Eagle Asset 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
2021 Q2	–	Sell	-283,557	Closed	-$7.96M	–	619
2021 Q1	$7.96M	Sell	283,557 -10,829	-4%	-$294K	0.04%	364
2020 Q4	$8.82M	Buy	294,386 +13,607	+5%	+$394K	0.05%	303
2020 Q3	$7.09M	Sell	280,779 -83,603	-23%	-$1.81M	0.04%	324
2020 Q2	$6.16M	Buy	364,382 +82,096	+29%	+$991K	0.04%	348
2020 Q1	$2.98M	Buy	+282,286	New	+$4.29M	0.02%	417

Other funds holding BWIN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

CIP

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Eagle Asset Management's BWIN Position: Q2 2021 in Review

Eagle Asset Management sold out of Baldwin Insurance Group (BWIN) in Q2 2021, closing a stake of 283,557 shares — an estimated $7.96M sold.

Eagle Asset Management first reported a position in BWIN in Q1 2020 and held it in 5 quarters. The position peaked at $8.82M in Q4 2020. 118 funds tracked by Wall St. Rank hold BWIN as of Q2 2021.

Eagle Asset Management reported no remaining Baldwin Insurance Group position as of Q2 2021 after selling out during the quarter.
Eagle Asset Management sold 283,557 Baldwin Insurance Group shares in Q2 2021, an estimated $7.96M.
Eagle Asset Management first reported a position in Baldwin Insurance Group in Q1 2020 and held it in 5 quarters.
Eagle Asset Management's Baldwin Insurance Group position peaked at $8.82M in Q4 2020.
118 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2021.

Based on Eagle Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.