HRCM
BWIN

Hood River Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Hood River Capital 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
2024
Q1 		– Sell
-263,254
Closed -$6.32M – 152
2023
Q4 		$6.32M Sell
263,254
-783,172
-75% -$16.6M 0.17% 90
2023
Q3 		$24.3M Buy
1,046,426
+193,310
+23% +$4.84M 0.78% 53
2023
Q2 		$21.1M Buy
853,116
+75,927
+10% +$1.8M 0.63% 63
2023
Q1 		$19.8M Buy
777,189
+238,882
+44% +$6.63M 0.64% 58
2022
Q4 		$13.5M Buy
+538,307
New +$14.8M 0.49% 68

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hood River Capital Management's BWIN Position: Q1 2024 in Review

Hood River Capital Management sold out of Baldwin Insurance Group (BWIN) in Q1 2024, closing a stake of 263,254 shares — an estimated $6.32M sold.

Hood River Capital Management first reported a position in BWIN in Q4 2022 and held it in 5 quarters. The position peaked at $24.3M in Q3 2023. 171 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

  • Hood River Capital Management reported no remaining Baldwin Insurance Group position as of Q1 2024 after selling out during the quarter.
  • Hood River Capital Management sold 263,254 Baldwin Insurance Group shares in Q1 2024, an estimated $6.32M.
  • Hood River Capital Management first reported a position in Baldwin Insurance Group in Q4 2022 and held it in 5 quarters.
  • Hood River Capital Management's Baldwin Insurance Group position peaked at $24.3M in Q3 2023.
  • 171 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on Hood River Capital Management's 13F filing for Q1 2024, filed 15 May 2024.