Schonfeld Strategic Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Schonfeld Strategic 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
2025 Q1	–	Sell	-12,540	Closed	-$486K	–	2549
2024 Q4	$486K	Buy	12,540 +5,040	+67%	+$235K	﹤0.01%	1418
2024 Q3	$374K	Buy	+7,500	New	+$326K	﹤0.01%	1550
2024 Q1	–	Sell	-21,400	Closed	-$514K	–	2475
2023 Q4	$514K	Buy	+21,400	New	+$455K	﹤0.01%	1279
2023 Q1	–	Sell	-20,100	Closed	-$505K	–	2746
2022 Q4	$505K	Buy	+20,100	New	+$554K	﹤0.01%	1521
2022 Q2	–	Sell	-21,000	Closed	-$563K	–	3082
2022 Q1	$563K	Buy	+21,000	New	+$605K	0.01%	1295
2021 Q3	–	Sell	-71,985	Closed	-$1.92M	–	2528
2021 Q2	$1.92M	Sell	71,985 -126,183	-64%	-$3.42M	0.02%	725
2021 Q1	$5.4M	Sell	198,168 -183,408	-48%	-$4.99M	0.07%	401
2020 Q4	$11.4M	Buy	+381,576	New	+$11M	0.15%	181
2020 Q3	–	Sell	-50,000	Closed	-$864K	–	1719
2020 Q2	$864K	Buy	+50,000	New	+$603K	0.02%	646
2020 Q1	–	Sell	-273,236	Closed	-$4.38M	–	1585
2019 Q4	$4.38M	Buy	+273,236	New	+$4.36M	0.11%	215

Other funds holding BWIN

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Schonfeld Strategic Advisors's BWIN Position: Q1 2025 in Review

Schonfeld Strategic Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 12,540 shares — an estimated $486K sold.

Schonfeld Strategic Advisors first reported a position in BWIN in Q4 2019 and held it in 10 quarters. The position peaked at $11.4M in Q4 2020. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

Schonfeld Strategic Advisors reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
Schonfeld Strategic Advisors sold 12,540 Baldwin Insurance Group shares in Q1 2025, an estimated $486K.
Schonfeld Strategic Advisors first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 10 quarters.
Schonfeld Strategic Advisors's Baldwin Insurance Group position peaked at $11.4M in Q4 2020.
221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.