SGI
BWIN

Summit Global Investments’s Baldwin Insurance Group BWIN Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-26,500
Closed -$706K – 583
2021
Q2 		$706K Buy
+26,500
New +$719K 0.04% 285

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Summit Global Investments's BWIN Position: Q3 2021 in Review

Summit Global Investments sold out of Baldwin Insurance Group (BWIN) in Q3 2021, closing a stake of 26,500 shares — an estimated $706K sold.

Summit Global Investments first reported a position in BWIN in Q2 2021 and held it in 1 quarter. The position peaked at $706K in Q2 2021. 137 funds tracked by Wall St. Rank hold BWIN as of Q3 2021.

  • Summit Global Investments reported no remaining Baldwin Insurance Group position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 26,500 Baldwin Insurance Group shares in Q3 2021, an estimated $706K.
  • Summit Global Investments first reported a position in Baldwin Insurance Group in Q2 2021 and held it in 1 quarter.
  • Summit Global Investments's Baldwin Insurance Group position peaked at $706K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.