Stock TransactionsTHE BALDWIN INSURANCE GRP IN

Total Bought
3,348,325
22 transactions
Total Sold
723,585
13 transactions
Net
+2,624,740
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
T. Rowe Price Investment Management, Inc.1,993,8713,232,521+1,238,6500.050.10+0.05buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,907,5895,562,470+654,8810.460.70+0.23buy
Champlain Investment Partners, LLC2,005,1712,647,275+642,1040.490.86+0.37buy
Capital Research Global Investors2,259,3422,546,269+286,9270.020.02+0.01buy
WESTFIELD CAPITAL MANAGEMENT CO LP847,4941,076,847+229,3530.140.23+0.09buy
Select Equity Group, L.P.33,741161,226+127,4850.010.03+0.03buy
Boston Partners525,965600,974+75,0090.030.03+0.01buy
Venator Management LLC722,570754,845+32,2758.0710.06+2.00buy
Pathway Financial Advisors LLC115,289140,753+25,4641.031.13+0.11buy
PEREGRINE CAPITAL MANAGEMENT LLC416,576429,484+12,9080.480.64+0.16buy
Madison Asset Management, LLC81,54193,024+11,4830.040.05+0.01buy
Diversified Trust Co20,33627,542+7,2060.020.03+0.01buy
Verdence Capital Advisors LLC5,5417,326+1,7850.020.02+0.01buy
Aberdeen Group plc239,000240,540+1,5400.020.02+0.00buy
TOTH FINANCIAL ADVISORY CORP16,78517,335+5500.080.09+0.02buy
TCTC Holdings, LLC189410+2210.000.00+0.00buy
ELEVATION WEALTH PARTNERS, LLC834995+1610.010.02+0.01buy
J.Safra Asset Management Corp316429+1130.000.00+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP34,68334,769+860.010.01+0.00buy
NICHOLAS COMPANY, INC.184,940185,025+850.120.14+0.03buy
PITCAIRN CO9,99710,033+360.020.03+0.00buy
Cornerstone Wealth Group, LLC16,71016,713+30.050.06+0.01buy
Johnson Financial Group, Inc.1,5281,510-180.000.00+0.00sell
Van Hulzen Asset Management, LLC53,88152,854-1,0270.150.22+0.06sell
CONFLUENCE INVESTMENT MANAGEMENT LLC432,066423,042-9,0240.230.27+0.04sell
Granite Investment Partners, LLC297,367282,906-14,4610.500.64+0.14sell
Tributary Capital Management, LLC471,809455,524-16,2851.421.78+0.36sell
LOOMIS SAYLES & CO L P1,141,5441,117,939-23,6050.060.07+0.02sell
KENNEDY CAPITAL MANAGEMENT LLC352,621315,209-37,4120.300.34+0.03sell
BI Asset Management Fondsmaeglerselskab A/S46,4632,319-44,1440.020.00-0.02sell
EMERALD MUTUAL FUND ADVISERS TRUST514,838454,140-60,6981.211.44+0.23sell
Otter Creek Advisors, LLC127,75344,473-83,2803.411.19-2.22sell
Aristotle Capital Boston, LLC521,256422,870-98,3860.750.94+0.20sell
EMERALD ADVISERS, LLC867,072744,621-122,4511.301.50+0.20sell
WESTWOOD HOLDINGS GROUP INC1,990,8181,778,024-212,7940.590.60+0.01sell
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