M&T Bank’s Baldwin Insurance Group BWIN Stock Holding History

M&T Bank’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
2022 Q2	–	Sell	-8,283	Closed	-$223K	–	1715
2022 Q1	$223K	Buy	8,283 +588	+8%	+$16.9K	﹤0.01%	1343
2021 Q4	$278K	Sell	7,695 -1,131	-13%	-$41.8K	﹤0.01%	1278
2021 Q3	$294K	Buy	8,826 +42	+0.5%	+$1.31K	﹤0.01%	1242
2021 Q2	$234K	Sell	8,784 -1,408	-14%	-$38.2K	﹤0.01%	1387
2021 Q1	$277K	Sell	10,192 -3,262	-24%	-$88.7K	﹤0.01%	1266
2020 Q4	$403K	Sell	13,454 -9,701	-42%	-$281K	﹤0.01%	1173
2020 Q3	$576K	Sell	23,155 -120	-0.5%	-$2.6K	﹤0.01%	909
2020 Q2	$402K	Buy	+23,275	New	+$281K	﹤0.01%	1042

Other funds holding BWIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACB

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

M&T Bank's BWIN Position: Q2 2022 in Review

M&T Bank sold out of Baldwin Insurance Group (BWIN) in Q2 2022, closing a stake of 8,283 shares — an estimated $223K sold.

M&T Bank first reported a position in BWIN in Q2 2020 and held it in 8 quarters. The position peaked at $576K in Q3 2020. 152 funds tracked by Wall St. Rank hold BWIN as of Q2 2022.

M&T Bank reported no remaining Baldwin Insurance Group position as of Q2 2022 after selling out during the quarter.
M&T Bank sold 8,283 Baldwin Insurance Group shares in Q2 2022, an estimated $223K.
M&T Bank first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 8 quarters.
M&T Bank's Baldwin Insurance Group position peaked at $576K in Q3 2020.
152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2022.

Based on M&T Bank's 13F filing for Q2 2022, filed 5 Aug 2022.