Metropolitan Life Insurance Company (MetLife)’s Baldwin Insurance Group BWIN Stock Holding History

Metropolitan Life Insurance Company (MetLife)’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 Q2	–	Sell	-3,190	Closed	-$92.3K	–	2178
2024 Q1	$92.3K	Sell	3,190 -442	-12%	-$11.6K	﹤0.01%	1089
2023 Q4	$87.2K	Hold	3,632	–	–	﹤0.01%	1158
2023 Q3	$84.4K	Buy	3,632 +257	+8%	+$6.43K	﹤0.01%	1104
2023 Q2	$83.6K	Hold	3,375	–	–	﹤0.01%	1116
2023 Q1	$85.9K	Sell	3,375 -385	-10%	-$10.7K	﹤0.01%	1080
2022 Q4	$94.5K	Buy	3,760 +223	+6%	+$6.14K	﹤0.01%	1077
2022 Q3	$93.2K	Hold	3,537	–	–	﹤0.01%	1058
2022 Q2	$85.4K	Buy	3,537 +552	+18%	+$13.4K	﹤0.01%	1154
2022 Q1	$80.1K	Sell	2,985 -10,010	-77%	-$288K	﹤0.01%	1345
2021 Q4	$469K	Hold	12,995	–	–	0.01%	1481
2021 Q3	$433K	Hold	12,995	–	–	0.01%	1560
2021 Q2	$346K	Buy	12,995 +842	+7%	+$22.8K	﹤0.01%	1759
2021 Q1	$331K	Sell	12,153 -574	-5%	-$15.6K	﹤0.01%	1684
2020 Q4	$381K	Buy	12,727 +2,453	+24%	+$71K	0.01%	1542
2020 Q3	$256K	Buy	10,274 +3,351	+48%	+$72.5K	﹤0.01%	1628
2020 Q2	$120K	Buy	6,923 +1,702	+33%	+$20.5K	﹤0.01%	2142
2020 Q1	$55.1K	Sell	5,221 -5,247	-50%	-$79.8K	﹤0.01%	2355
2019 Q4	$168K	Buy	+10,468	New	+$167K	﹤0.01%	2039

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 $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Metropolitan Life Insurance Company (MetLife)'s BWIN Position: Q2 2024 in Review

Metropolitan Life Insurance Company (MetLife) sold out of Baldwin Insurance Group (BWIN) in Q2 2024, closing a stake of 3,190 shares — an estimated $92.3K sold.

Metropolitan Life Insurance Company (MetLife) first reported a position in BWIN in Q4 2019 and held it in 18 quarters. The position peaked at $469K in Q4 2021. 184 funds tracked by Wall St. Rank hold BWIN as of Q2 2024.

Metropolitan Life Insurance Company (MetLife) reported no remaining Baldwin Insurance Group position as of Q2 2024 after selling out during the quarter.
Metropolitan Life Insurance Company (MetLife) sold 3,190 Baldwin Insurance Group shares in Q2 2024, an estimated $92.3K.
Metropolitan Life Insurance Company (MetLife) first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 18 quarters.
Metropolitan Life Insurance Company (MetLife)'s Baldwin Insurance Group position peaked at $469K in Q4 2021.
184 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2024.

Based on Metropolitan Life Insurance Company (MetLife)'s 13F filing for Q2 2024, filed 13 Aug 2024.