EI
BWIN

EAM Investors’s Baldwin Insurance Group BWIN Stock Holding History

EAM Investors’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
-83,763
Closed -$4.17M – 366
2024
Q3 		$4.17M Buy
+83,763
New +$3.64M 0.62% 63
2021
Q4 		– Sell
-53,452
Closed -$1.78M – 392
2021
Q3 		$1.78M Buy
+53,452
New +$1.67M 0.3% 153
2020
Q4 		– Sell
-53,560
Closed -$1.33M – 397
2020
Q3 		$1.33M Buy
+53,560
New +$1.16M 0.32% 138

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

EAM Investors's BWIN Position: Q4 2024 in Review

EAM Investors sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 83,763 shares — an estimated $4.17M sold.

EAM Investors first reported a position in BWIN in Q3 2020 and held it in 3 quarters. The position peaked at $4.17M in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • EAM Investors reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • EAM Investors sold 83,763 Baldwin Insurance Group shares in Q4 2024, an estimated $4.17M.
  • EAM Investors first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 3 quarters.
  • EAM Investors's Baldwin Insurance Group position peaked at $4.17M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on EAM Investors's 13F filing for Q4 2024, filed 13 Feb 2025.