OAC
BWIN

OMERS Administration Corp’s Baldwin Insurance Group BWIN Stock Holding History

OMERS Administration Corp’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
Q3 		– Sell
-7,700
Closed -$273K – 1110
2024
Q2 		$273K Buy
+7,700
New +$238K ﹤0.01% 821

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

OMERS Administration Corp's BWIN Position: Q3 2024 in Review

OMERS Administration Corp sold out of Baldwin Insurance Group (BWIN) in Q3 2024, closing a stake of 7,700 shares — an estimated $273K sold.

OMERS Administration Corp first reported a position in BWIN in Q2 2024 and held it in 1 quarter. The position peaked at $273K in Q2 2024. 219 funds tracked by Wall St. Rank hold BWIN as of Q3 2024.

  • OMERS Administration Corp reported no remaining Baldwin Insurance Group position as of Q3 2024 after selling out during the quarter.
  • OMERS Administration Corp sold 7,700 Baldwin Insurance Group shares in Q3 2024, an estimated $273K.
  • OMERS Administration Corp first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 1 quarter.
  • OMERS Administration Corp's Baldwin Insurance Group position peaked at $273K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2024.

Based on OMERS Administration Corp's 13F filing for Q3 2024, filed 13 Nov 2024.