MP
BWIN

McDonald Partners’s Baldwin Insurance Group BWIN Stock Holding History

McDonald Partners’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
Q1 		– Sell
-10
Closed -$361 – 717
2021
Q4 		$361 Buy
+10
New +$370 ﹤0.01% 521

Other funds holding BWIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
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
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

McDonald Partners's BWIN Position: Q1 2022 in Review

McDonald Partners sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 10 shares — an estimated $361 sold.

McDonald Partners first reported a position in BWIN in Q4 2021 and held it in 1 quarter. The position peaked at $361 in Q4 2021. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

  • McDonald Partners reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 10 Baldwin Insurance Group shares in Q1 2022, an estimated $361.
  • McDonald Partners first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Baldwin Insurance Group position peaked at $361 in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.