Weiss Multi-Strategy Advisers’s Baldwin Insurance Group BWIN Stock Holding History

Weiss Multi-Strategy Advisers’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
2023 Q4	–	Sell	-39,192	Closed	-$910K	–	709
2023 Q3	$910K	Buy	+39,192	New	+$980K	0.02%	440

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

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 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

WHG

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weiss Multi-Strategy Advisers's BWIN Position: Q4 2023 in Review

Weiss Multi-Strategy Advisers sold out of Baldwin Insurance Group (BWIN) in Q4 2023, closing a stake of 39,192 shares — an estimated $910K sold.

Weiss Multi-Strategy Advisers first reported a position in BWIN in Q3 2023 and held it in 1 quarter. The position peaked at $910K in Q3 2023. 162 funds tracked by Wall St. Rank hold BWIN as of Q4 2023.

Weiss Multi-Strategy Advisers reported no remaining Baldwin Insurance Group position as of Q4 2023 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 39,192 Baldwin Insurance Group shares in Q4 2023, an estimated $910K.
Weiss Multi-Strategy Advisers first reported a position in Baldwin Insurance Group in Q3 2023 and held it in 1 quarter.
Weiss Multi-Strategy Advisers's Baldwin Insurance Group position peaked at $910K in Q3 2023.
162 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.