NVIM
BWIN

New Vernon Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

New Vernon Investment 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
2022
Q1 		– Sell
-4,209
Closed -$152K – 36
2021
Q4 		$152K Hold
4,209
– – 0.24% 34
2021
Q3 		$140K Buy
+4,209
New +$132K 0.24% 34
2021
Q1 		– Sell
-20,933
Closed -$627K – 38
2020
Q4 		$627K Buy
20,933
+8,853
+73% +$256K 1.19% 25
2020
Q3 		$301K Hold
12,080
– – 0.68% 38
2020
Q2 		$209K Buy
+12,080
New +$146K 0.53% 39

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

New Vernon Investment Management's BWIN Position: Q1 2022 in Review

New Vernon Investment Management sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 4,209 shares — an estimated $152K sold.

New Vernon Investment Management first reported a position in BWIN in Q2 2020 and held it in 5 quarters. The position peaked at $627K in Q4 2020. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

  • New Vernon Investment Management reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
  • New Vernon Investment Management sold 4,209 Baldwin Insurance Group shares in Q1 2022, an estimated $152K.
  • New Vernon Investment Management first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 5 quarters.
  • New Vernon Investment Management's Baldwin Insurance Group position peaked at $627K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on New Vernon Investment Management's 13F filing for Q1 2022, filed 16 May 2022.