Voloridge Investment Management
BWIN

Voloridge Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

Voloridge Investment Management’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
2022
Q1 		– Sell
-8,209
Closed -$296K – 1757
2021
Q4 		$296K Buy
+8,209
New +$303K ﹤0.01% 1474
2021
Q2 		– Sell
-7,676
Closed -$209K – 1824
2021
Q1 		$209K Sell
7,676
-12,700
-62% -$345K ﹤0.01% 1319
2020
Q4 		$611K Sell
20,376
-28,159
-58% -$815K 0.01% 1089
2020
Q3 		$1.21M Buy
+48,535
New +$1.05M 0.01% 874

Other funds holding BWIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Voloridge Investment Management's BWIN Position: Q1 2022 in Review

Voloridge Investment Management sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 8,209 shares — an estimated $296K sold.

Voloridge Investment Management first reported a position in BWIN in Q3 2020 and held it in 4 quarters. The position peaked at $1.21M in Q3 2020. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

  • Voloridge Investment Management reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 8,209 Baldwin Insurance Group shares in Q1 2022, an estimated $296K.
  • Voloridge Investment Management first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 4 quarters.
  • Voloridge Investment Management's Baldwin Insurance Group position peaked at $1.21M in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.