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BWIN

Baldwin Insurance Group

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$16.8M +$344K +9,909 +2%
Bank of America
27
Bank of America
North Carolina
$16.5M -$3.56M -102,490 -15%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$15.1M +$323K +9,298 +2%
FAM
29
Fenimore Asset Management
New York
$14.3M +$5.4M +155,654 +44%
Invesco
30
Invesco
Georgia
$14.2M +$573K +16,489 +3%
Ameriprise
31
Ameriprise
Minnesota
$14.2M +$17.4M +502,562 New
UBS Group
32
UBS Group
Switzerland
$13.5M +$5.53M +159,309 +50%
TCM
33
Tributary Capital Management
Nebraska
$11.5M -$551K -15,879 -4%
CIM
34
Confluence Investment Management
Missouri
$11.5M -$247K -7,115 -2%
SEI Investments
35
SEI Investments
Pennsylvania
$11.4M +$4.42M +127,189 +46%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$10.2M -$122K -3,523 -1%
American Century Companies
37
American Century Companies
Missouri
$9.75M +$6.49M +186,982 +118%
TI
38
Tidal Investments
Wisconsin
$8.57M -$95.7K -2,756 -0.9%
AIM
39
Artemis Investment Management
United Kingdom
$7.27M +$8.95M +257,664 New
Goldman Sachs
40
Goldman Sachs
New York
$7.14M -$619K -17,834 -7%
Nuveen
41
Nuveen
North Carolina
$6.74M -$80.6K -2,321 -1%
PCM
42
Peregrine Capital Management
Minnesota
$6.44M -$2.88M -83,028 -27%
Morgan Stanley
43
Morgan Stanley
New York
$6.34M -$1.75M -50,537 -18%
Select Equity Group
44
Select Equity Group
New York
$6.21M -$791K -22,769 -9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$6.2M -$1.3M -37,574 -15%
EA
46
Emerald Advisers
Pennsylvania
$5.52M -$21.2M -610,770 -76%
UBS AM
47
UBS AM
Illinois
$5.26M -$3.42M -98,363 -35%
NC
48
Nicholas Company
Wisconsin
$5.22M -$2.95K -85 -0%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$5.11M -$708K -20,391 -10%
KCM
50
Kornitzer Capital Management
Kansas
$5.06M