Qube Research & Technologies (QRT)
BWIN

Qube Research & Technologies (QRT)’s Baldwin Insurance Group BWIN Stock Holding History

Qube Research & Technologies (QRT)’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
Q4 		– Sell
-11,865
Closed -$395K – 3046
2021
Q3 		$395K Buy
+11,865
New +$372K 0.01% 1347
2021
Q1 		– Sell
-10,936
Closed -$328K – 2496
2020
Q4 		$328K Buy
+10,936
New +$316K ﹤0.01% 1317

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 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
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
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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Qube Research & Technologies (QRT)'s BWIN Position: Q4 2021 in Review

Qube Research & Technologies (QRT) sold out of Baldwin Insurance Group (BWIN) in Q4 2021, closing a stake of 11,865 shares — an estimated $395K sold.

Qube Research & Technologies (QRT) first reported a position in BWIN in Q4 2020 and held it in 2 quarters. The position peaked at $395K in Q3 2021. 152 funds tracked by Wall St. Rank hold BWIN as of Q4 2021.

  • Qube Research & Technologies (QRT) reported no remaining Baldwin Insurance Group position as of Q4 2021 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 11,865 Baldwin Insurance Group shares in Q4 2021, an estimated $395K.
  • Qube Research & Technologies (QRT) first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 2 quarters.
  • Qube Research & Technologies (QRT)'s Baldwin Insurance Group position peaked at $395K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2021.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q4 2021, filed 1 Feb 2022.