Stock TransactionsTHE BALDWIN INSURANCE GRP IN

Total Bought
3,533,663
15 transactions
Total Sold
502,917
12 transactions
Net
+3,030,746
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC206,7812,925,650+2,718,8690.010.22+0.20buy
Champlain Investment Partners, LLC3,560,6904,023,175+462,4850.510.67+0.16buy
Boston Partners1,264,5671,479,646+215,0790.040.05+0.01buy
Pathway Financial Advisors LLC90,458141,387+50,9290.631.11+0.48buy
Aristotle Capital Boston, LLC1,519,6901,545,856+26,1661.121.36+0.24buy
HB Wealth Management, LLC44,46363,667+19,2040.020.02+0.01buy
Diversified Trust Co23,95034,000+10,0500.020.03+0.01buy
Otter Creek Advisors, LLC142,520150,257+7,7372.032.58+0.55buy
Trust Point Inc.12,70719,433+6,7260.030.04+0.02buy
EMERALD ADVISERS, LLC888,217893,592+5,3750.911.04+0.13buy
Tributary Capital Management, LLC469,305473,583+4,2780.951.12+0.17buy
Van Hulzen Asset Management, LLC33,14137,309+4,1680.060.07+0.02buy
EMERALD MUTUAL FUND ADVISERS TRUST730,484732,113+1,6290.931.10+0.17buy
T. Rowe Price Investment Management, Inc.513,981514,745+7640.010.01+0.00buy
ALTFEST L J & CO INC10,14510,349+2040.040.04+0.01buy
Eagle Bay Advisors LLC478438-400.010.01+0.00sell
BAMCO INC /NY/3,260,0003,259,934-660.210.25+0.04sell
Granite Investment Partners, LLC370,565369,543-1,0220.350.41+0.06sell
Venator Management LLC784,675782,275-2,4006.226.70+0.48sell
CORNERCAP INVESTMENT COUNSEL INC53,13339,751-13,3820.210.18-0.03sell
CONFLUENCE INVESTMENT MANAGEMENT LLC138,604124,121-14,4830.050.05+0.00sell
Annis Gardner Whiting Capital Advisors, LLC325,830309,130-16,7003.463.20-0.26sell
Madison Asset Management, LLC108,36985,299-23,0700.040.03-0.00sell
PEREGRINE CAPITAL MANAGEMENT LLC916,920870,665-46,2550.660.72+0.06sell
LOOMIS SAYLES & CO L P1,532,1421,484,943-47,1990.060.06+0.00sell
KENNEDY CAPITAL MANAGEMENT LLC613,652555,172-58,4800.320.33+0.01sell
WESTWOOD HOLDINGS GROUP INC3,015,2702,735,450-279,8200.610.62+0.01sell
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