MAFM
BWIN

Mid Atlantic Financial Management’s Baldwin Insurance Group BWIN Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$786K Hold
23,600
– – 0.05% 321
2021
Q2 		$629K Buy
23,600
+5,700
+32% +$155K 0.04% 394
2021
Q1 		$488K Buy
17,900
+11,100
+163% +$302K 0.04% 437
2020
Q4 		$204K Buy
+6,800
New +$197K 0.02% 713

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Mid Atlantic Financial Management's BWIN Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Baldwin Insurance Group (BWIN) position steady in Q3 2021 at 23,600 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #321.

Mid Atlantic Financial Management first reported a position in BWIN in Q4 2020 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold BWIN as of Q3 2021.

  • Mid Atlantic Financial Management held 23,600 shares of Baldwin Insurance Group worth $786K as of Q3 2021.
  • Mid Atlantic Financial Management left its Baldwin Insurance Group share count unchanged in Q3 2021.
  • Baldwin Insurance Group made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #321 holding.
  • Mid Atlantic Financial Management first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.