UE
BWIN

Unisphere Establishment’s Baldwin Insurance Group BWIN Stock Holding History

Unisphere Establishment’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
-321,000
Closed -$7.71M – 78
2023
Q4 		$7.71M Buy
+321,000
New +$6.82M 0.08% 50

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACB
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

Unisphere Establishment's BWIN Position: Q1 2024 in Review

Unisphere Establishment sold out of Baldwin Insurance Group (BWIN) in Q1 2024, closing a stake of 321,000 shares — an estimated $7.71M sold.

Unisphere Establishment first reported a position in BWIN in Q4 2023 and held it in 1 quarter. The position peaked at $7.71M in Q4 2023. 171 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

  • Unisphere Establishment reported no remaining Baldwin Insurance Group position as of Q1 2024 after selling out during the quarter.
  • Unisphere Establishment sold 321,000 Baldwin Insurance Group shares in Q1 2024, an estimated $7.71M.
  • Unisphere Establishment first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 1 quarter.
  • Unisphere Establishment's Baldwin Insurance Group position peaked at $7.71M in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on Unisphere Establishment's 13F filing for Q1 2024, filed 13 May 2024.