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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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