Engineers Gate Manager’s Baldwin Insurance Group BWIN Stock Holding History

Engineers Gate Manager’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 Q2	–	Sell	-9,608	Closed	-$278K	–	2281
2024 Q1	$278K	Buy	+9,608	New	+$252K	0.01%	1500
2023 Q2	–	Sell	-9,422	Closed	-$240K	–	2082
2023 Q1	$240K	Buy	+9,422	New	+$262K	0.01%	1357
2022 Q4	–	Sell	-9,803	Closed	-$258K	–	2087
2022 Q3	$258K	Buy	+9,803	New	+$279K	0.02%	1194
2022 Q2	–	Sell	-30,104	Closed	-$808K	–	2312
2022 Q1	$808K	Buy	30,104 +15,968	+113%	+$460K	0.03%	793
2021 Q4	$510K	Buy	+14,136	New	+$522K	0.02%	1043
2020 Q4	–	Sell	-8,554	Closed	-$213K	–	2033
2020 Q3	$213K	Buy	+8,554	New	+$185K	0.01%	1410

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Engineers Gate Manager's BWIN Position: Q2 2024 in Review

Engineers Gate Manager sold out of Baldwin Insurance Group (BWIN) in Q2 2024, closing a stake of 9,608 shares — an estimated $278K sold.

Engineers Gate Manager first reported a position in BWIN in Q3 2020 and held it in 6 quarters. The position peaked at $808K in Q1 2022. 183 funds tracked by Wall St. Rank hold BWIN as of Q2 2024.

Engineers Gate Manager reported no remaining Baldwin Insurance Group position as of Q2 2024 after selling out during the quarter.
Engineers Gate Manager sold 9,608 Baldwin Insurance Group shares in Q2 2024, an estimated $278K.
Engineers Gate Manager first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 6 quarters.
Engineers Gate Manager's Baldwin Insurance Group position peaked at $808K in Q1 2022.
183 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2024.

Based on Engineers Gate Manager's 13F filing for Q2 2024, filed 14 Aug 2024.