PFGIA
BWIN

Patriot Financial Group Insurance Agency’s Baldwin Insurance Group BWIN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,754
Closed -$42K – 2000
2022
Q2 		$42K Hold
1,754
– – 0.01% 789
2022
Q1 		$47K Hold
1,754
– – 0.01% 803
2021
Q4 		$63K Buy
+1,754
New +$64.8K 0.01% 789

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BWIN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Baldwin Insurance Group (BWIN) in Q3 2022, closing a stake of 1,754 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in BWIN in Q4 2021 and held it in 3 quarters. The position peaked at $63K in Q4 2021. 150 funds tracked by Wall St. Rank hold BWIN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Baldwin Insurance Group position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,754 Baldwin Insurance Group shares in Q3 2022, an estimated $42K.
  • Patriot Financial Group Insurance Agency first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Baldwin Insurance Group position peaked at $63K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.