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BWIN

Baldwin Insurance Group
BWIN

Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$26.5M +$3.06M +75,009 +14%
Invesco
27
Invesco
Georgia
$24.9M +$20.1M +494,508 +794%
Charles Schwab
28
Charles Schwab
California
$24.6M -$342K -8,409 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$24.1M +$16.7M +409,965 +316%
TCM
30
Tributary Capital Management
Nebraska
$20.4M -$663K -16,285 -3%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M -$2.47M -60,698 -12%
American Century Companies
32
American Century Companies
Missouri
$20.2M +$15.6M +383,137 +562%
PCM
33
Peregrine Capital Management
Minnesota
$19.2M +$526K +12,908 +3%
CIM
34
Confluence Investment Management
Missouri
$18.9M -$368K -9,024 -2%
ACB
35
Aristotle Capital Boston
Massachusetts
$18.9M -$4.01M -98,386 -19%
Goldman Sachs
36
Goldman Sachs
New York
$17M +$532K +13,058 +4%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$16.4M -$117K -2,876 -0.8%
UBS Group
38
UBS Group
Switzerland
$16M +$3.69M +90,581 +34%
FAM
39
Fenimore Asset Management
New York
$15.2M +$13.9M +340,727 New
KCM
40
Kennedy Capital Management
Missouri
$14.1M -$1.52M -37,412 -11%
TI
41
Tidal Investments
Wisconsin
$12.9M +$11.7M +288,322 New
GIP
42
Granite Investment Partners
California
$12.6M -$589K -14,461 -5%
Morgan Stanley
43
Morgan Stanley
New York
$12.3M -$590K -14,491 -5%
Corient Private Wealth
44
Corient Private Wealth
Florida
$12.1M +$9.55M +234,400 +661%
Nuveen
45
Nuveen
North Carolina
$12M +$56.5K +1,388 +0.5%
Millennium Management
46
Millennium Management
New York
$11.4M +$8.18M +200,754 +372%
SEI Investments
47
SEI Investments
Pennsylvania
$10.8M -$3.69M -90,705 -27%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$10.7M +$62.7K +1,540 +0.6%
KCM
49
Kornitzer Capital Management
Kansas
$10.7M – – –
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$9.8M +$4.87M +119,667 +120%
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