Gilder Gagnon Howe & Co’s Baldwin Insurance Group BWIN Stock Holding History

Gilder Gagnon Howe & Co’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
2023 Q4	–	Sell	-46,400	Closed	-$1.08M	–	275
2023 Q3	$1.08M	Sell	46,400 -15,450	-25%	-$386K	0.02%	208
2023 Q2	$1.53M	Sell	61,850 -22,289	-26%	-$528K	0.02%	209
2023 Q1	$2.14M	Sell	84,139 -421	-0.5%	-$11.7K	0.04%	170
2022 Q4	$2.13M	Sell	84,560 -399	-0.5%	-$11K	0.04%	171
2022 Q3	$2.24M	Sell	84,959 -298	-0.3%	-$8.49K	0.04%	168
2022 Q2	$2.06M	Sell	85,257 -72,647	-46%	-$1.77M	0.04%	171
2022 Q1	$4.24M	Sell	157,904 -40,173	-20%	-$1.16M	0.04%	189
2021 Q4	$7.15M	Sell	198,077 -783	-0.4%	-$28.9K	0.04%	195
2021 Q3	$6.62M	Sell	198,860 -147,237	-43%	-$4.61M	0.03%	228
2021 Q2	$9.22M	Sell	346,097 -104,171	-23%	-$2.83M	0.05%	217
2021 Q1	$12.3M	Sell	450,268 -470	-0.1%	-$12.8K	0.07%	184
2020 Q4	$13.5M	Buy	450,738 +19,826	+5%	+$574K	0.07%	168
2020 Q3	$10.7M	Buy	430,912 +6,528	+2%	+$141K	0.07%	167
2020 Q2	$7.33M	Buy	+424,384	New	+$5.12M	0.06%	162

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilder Gagnon Howe & Co's BWIN Position: Q4 2023 in Review

Gilder Gagnon Howe & Co sold out of Baldwin Insurance Group (BWIN) in Q4 2023, closing a stake of 46,400 shares — an estimated $1.08M sold.

Gilder Gagnon Howe & Co first reported a position in BWIN in Q2 2020 and held it in 14 quarters. The position peaked at $13.5M in Q4 2020. 162 funds tracked by Wall St. Rank hold BWIN as of Q4 2023.

Gilder Gagnon Howe & Co reported no remaining Baldwin Insurance Group position as of Q4 2023 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 46,400 Baldwin Insurance Group shares in Q4 2023, an estimated $1.08M.
Gilder Gagnon Howe & Co first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 14 quarters.
Gilder Gagnon Howe & Co's Baldwin Insurance Group position peaked at $13.5M in Q4 2020.
162 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2023.

Based on Gilder Gagnon Howe & Co's 13F filing for Q4 2023, filed 14 Feb 2024.