Running Point Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Running Point Capital Advisors’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 Q1	–	Sell	-20,902	Closed	-$502K	–	171
2023 Q4	$502K	Hold	20,902	–	–	0.25%	60
2023 Q3	$486K	Hold	20,902	–	–	0.28%	58
2023 Q2	$518K	Buy	20,902 +3,350	+19%	+$79.3K	0.29%	56
2023 Q1	$447K	Hold	17,552	–	–	0.27%	61
2022 Q4	$441K	Buy	17,552 +3,350	+24%	+$92.3K	0.27%	57
2022 Q3	$374K	Hold	14,202	–	–	0.25%	55
2022 Q2	$343K	Hold	14,202	–	–	0.22%	64
2022 Q1	$381K	Buy	+14,202	New	+$409K	0.22%	54

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Running Point Capital Advisors's BWIN Position: Q1 2024 in Review

Running Point Capital Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2024, closing a stake of 20,902 shares — an estimated $502K sold.

Running Point Capital Advisors first reported a position in BWIN in Q1 2022 and held it in 8 quarters. The position peaked at $518K in Q2 2023. 172 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

Running Point Capital Advisors reported no remaining Baldwin Insurance Group position as of Q1 2024 after selling out during the quarter.
Running Point Capital Advisors sold 20,902 Baldwin Insurance Group shares in Q1 2024, an estimated $502K.
Running Point Capital Advisors first reported a position in Baldwin Insurance Group in Q1 2022 and held it in 8 quarters.
Running Point Capital Advisors's Baldwin Insurance Group position peaked at $518K in Q2 2023.
172 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.