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BWIN

Hayden Royal’s Baldwin Insurance Group BWIN Stock Holding History

Hayden Royal’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
Q4 		$209K Buy
+5,782
New +$214K 0.49% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VM
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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Hayden Royal's BWIN Position: Q4 2021 in Review

Hayden Royal opened a new position in Baldwin Insurance Group (BWIN) in Q4 2021: 5,782 shares worth $209K. The stake represents 0.49% of the portfolio and ranks #73 among its holdings.

152 funds tracked by Wall St. Rank hold BWIN as of Q4 2021.

  • Hayden Royal held 5,782 shares of Baldwin Insurance Group worth $209K as of Q4 2021.
  • Baldwin Insurance Group was a new Hayden Royal position in Q4 2021.
  • Baldwin Insurance Group made up 0.49% of Hayden Royal's portfolio in Q4 2021, its #73 holding.
  • 152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.