Stock Transactions — THE BALDWIN INSURANCE GRP IN

Total Bought
21,208,218
126 transactions
Total Sold
12,323,153
74 transactions
Net
+8,885,065
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
FMR LLC10,796,35113,954,062+3,157,7110.010.02+0.00buy
Annis Gardner Whiting Capital Advisors, LLC15,3491,717,538+1,702,1890.076.03+5.96buy
NOMURA HOLDINGS INC01,543,018+1,543,0180.000.28+0.28buy
BlackRock, Inc.5,321,1626,651,300+1,330,1380.000.00+0.00buy
MORGAN STANLEY522,9581,803,207+1,280,2490.000.00+0.00buy
Artisan Partners Limited Partnership01,217,970+1,217,9700.000.04+0.04buy
Bank of New York Mellon Corp2,873,8873,918,087+1,044,2000.010.02+0.00buy
FRONTIER CAPITAL MANAGEMENT CO LLC256,9011,102,452+845,5510.070.25+0.18buy
Boston Partners48,076772,703+724,6270.000.02+0.02buy
UBS Group AG686,3181,266,825+580,5070.000.00+0.00buy
Man Group plc0536,852+536,8520.000.02+0.02buy
NEW YORK STATE COMMON RETIREMENT FUND219,810698,180+478,3700.010.02+0.01buy
Corient Private Wealth LLC33,981502,461+468,4800.000.02+0.01buy
T. Rowe Price Investment Management, Inc.1,155,5591,572,803+417,2440.020.02+0.01buy
GEODE CAPITAL MANAGEMENT, LLC1,738,1322,151,033+412,9010.000.00+0.00buy
PALISADE CAPITAL MANAGEMENT, LP0363,453+363,4530.000.27+0.27buy
1776 Wealth LLC0359,191+359,1910.003.10+3.10buy
STATE STREET CORP2,131,6192,473,254+341,6350.000.00+0.00buy
Point72 Asset Management, L.P.109,353446,978+337,6250.000.02+0.01buy
MetLife Investment Management, LLC619,292937,693+318,4010.070.10+0.03buy
GOLDMAN SACHS GROUP INC379,653682,472+302,8190.000.00+0.00buy
BANK OF AMERICA CORP /DE/558,528848,407+289,8790.000.00+0.00buy
EQUITABLE TRUST CO0282,998+282,9980.000.29+0.29buy
PEREGRINE CAPITAL MANAGEMENT LLC0266,910+266,9100.000.22+0.22buy
DIMENSIONAL FUND ADVISORS LP1,142,3891,333,871+191,4820.010.01+0.00buy
NORTHERN TRUST CORP588,576751,326+162,7500.000.00+0.00buy
BECK MACK & OLIVER LLC289,775427,085+137,3100.130.19+0.07buy
FENIMORE ASSET MANAGEMENT INC582,850703,308+120,4580.290.34+0.05buy
CWM, LLC738114,948+114,2100.000.01+0.01buy
SEI INVESTMENTS CO344,534456,174+111,6400.010.01+0.00buy
JANUS HENDERSON GROUP PLC783,285881,885+98,6000.010.01+0.00buy
XTX Topco Ltd24,126122,105+97,9790.020.05+0.03buy
HighTower Advisors, LLC093,077+93,0770.000.00+0.00buy
SMITH CHAS P & ASSOCIATES PA CPAS57,260150,183+92,9230.070.18+0.11buy
AQR CAPITAL MANAGEMENT LLC12,755100,095+87,3400.000.00+0.00buy
BROWN BROTHERS HARRIMAN & CO16580,665+80,5000.000.01+0.01buy
FIFTH THIRD BANCORP079,193+79,1930.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC599,426678,224+78,7980.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/154,126215,930+61,8040.000.00+0.00buy
CONFLUENCE INVESTMENT MANAGEMENT LLC579,503638,637+59,1340.210.22+0.01buy
Campbell & CO Investment Adviser LLC32,51690,230+57,7140.040.11+0.08buy
Fiera Capital Corp991,2131,043,772+52,5590.080.08+0.00buy
Jefferies Financial Group Inc.048,258+48,2580.000.01+0.01buy
SummitTX Capital, L.P.043,124+43,1240.000.03+0.03buy
MAI Capital Management178,866221,457+42,5910.020.03+0.00buy
AMERICAN CENTURY COMPANIES INC993,0791,028,729+35,6500.010.01-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM68,12197,862+29,7410.000.00+0.00buy
Aptus Capital Advisors, LLC029,613+29,6130.000.01+0.01buy
Sunburst Financial Group, LLC029,281+29,2810.000.12+0.12buy
Nuveen, LLC242,887270,804+27,9170.000.00+0.00buy
Creative Planning27,64055,233+27,5930.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP11,25738,590+27,3330.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC118,983144,959+25,9760.000.00+0.00buy
Americana Partners, LLC024,156+24,1560.000.01+0.01buy
ALLIANCEBERNSTEIN L.P.82,143106,223+24,0800.000.00+0.00buy
Numerai GP LLC023,664+23,6640.000.05+0.05buy
Empower Advisory Group, LLC022,806+22,8060.000.00+0.00buy
Brooklyn Investment Group021,914+21,9140.000.02+0.02buy
DEUTSCHE BANK AG\59,95379,759+19,8060.000.00+0.00buy
RHUMBLINE ADVISERS86,153103,492+17,3390.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS43,08359,046+15,9630.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP1,30017,241+15,9410.000.00+0.00buy
Centiva Capital, LP015,879+15,8790.000.02+0.02buy
Brevan Howard Capital Management LP015,379+15,3790.000.00+0.00buy
PRUDENTIAL FINANCIAL INC014,895+14,8950.000.00+0.00buy
Rockefeller Capital Management L.P.120,622134,413+13,7910.010.01+0.00buy
CITIGROUP INC3,89817,061+13,1630.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH59,52972,402+12,8730.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,13844,908+11,7700.000.00+0.00buy
Scientech Research LLC011,079+11,0790.000.20+0.20buy
Waverly Advisors, LLC010,914+10,9140.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC010,829+10,8290.000.00+0.00buy
Gotham Asset Management, LLC010,392+10,3920.000.00+0.00buy
ZWJ INVESTMENT COUNSEL INC09,844+9,8440.000.01+0.01buy
Aurdan Capital Management, LLC09,700+9,7000.000.06+0.06buy
Mariner, LLC32,73642,303+9,5670.000.00+0.00buy
Cloud Capital Management, LLC09,498+9,4980.000.09+0.09buy
Core Wealth Advisors, Inc.09,424+9,4240.000.05+0.05buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE31,69740,864+9,1670.000.00+0.00buy
Invesco Ltd.61,41270,102+8,6900.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.1,7938,557+6,7640.000.00+0.00buy
Orion Porfolio Solutions, LLC17,43624,098+6,6620.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey19,45525,862+6,4070.000.00+0.00buy
Caitong International Asset Management Co., Ltd06,101+6,1010.000.02+0.02buy
HARBOR CAPITAL ADVISORS, INC.23,56829,451+5,8830.040.05+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,560196,171+5,6110.000.00-0.00buy
NATIXIS ADVISORS, LLC13,36317,478+4,1150.000.00+0.00buy
STIFEL FINANCIAL CORP22,96726,633+3,6660.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC12,74315,981+3,2380.000.00+0.00buy
AMERIPRISE FINANCIAL INC8,89011,990+3,1000.000.00+0.00buy
Parkside Financial Bank & Trust02,138+2,1380.000.00+0.00buy
KBC Group NV2,1114,246+2,1350.000.00+0.00buy
Advisory Services Network, LLC24,35726,415+2,0580.010.01-0.00buy
Ameritas Investment Partners, Inc.5,8747,834+1,9600.000.01+0.00buy
Tower Research Capital LLC (TRC)7,9569,654+1,6980.000.01+0.00buy
EverSource Wealth Advisors, LLC3781,278+9000.000.00+0.00buy
ProShare Advisors LLC13,04513,876+8310.000.00-0.00buy
US BANCORP \DE\4,2695,029+7600.000.00+0.00buy
HB Wealth Management, LLC73,74874,451+7030.010.01-0.00buy
BNP Paribas Asset Management Holding S.A.1,1591,668+5090.000.00+0.00buy
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