Stock TransactionsTHE BALDWIN INSURANCE GRP IN

Total Bought
1,133,870
17 transactions
Total Sold
1,999,317
17 transactions
Net
-865,447
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DRIEHAUS CAPITAL MANAGEMENT LLC606,208931,959+325,7510.170.32+0.15buy
CONFLUENCE INVESTMENT MANAGEMENT LLC124,121345,789+221,6680.050.18+0.13buy
Champlain Investment Partners, LLC4,023,1754,238,755+215,5800.670.92+0.26buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,925,6503,083,281+157,6310.220.29+0.07buy
LOOMIS SAYLES & CO L P1,484,9431,573,750+88,8070.060.08+0.02buy
Van Hulzen Asset Management, LLC37,30977,997+40,6880.070.19+0.11buy
Otter Creek Advisors, LLC150,257186,615+36,3582.584.30+1.72buy
Lighthouse Investment Partners, LLC33,17568,714+35,5390.040.10+0.05buy
Diversified Trust Co34,00037,800+3,8000.030.04+0.01buy
EMERALD MUTUAL FUND ADVISERS TRUST732,113735,417+3,3041.101.37+0.26buy
PITCAIRN CO9,66611,517+1,8510.020.02+0.01buy
Tributary Capital Management, LLC473,583474,977+1,3941.121.40+0.27buy
Madison Asset Management, LLC85,29985,857+5580.030.04+0.01buy
MOODY NATIONAL BANK TRUST DIVISION6,9807,420+4400.020.02+0.00buy
Trust Point Inc.19,43319,748+3150.040.06+0.01buy
Verdence Capital Advisors LLC7,0097,129+1200.020.02+0.00buy
BAMCO INC /NY/3,259,9343,260,000+660.250.33+0.08buy
NICHOLAS COMPANY, INC.224,065223,930-1350.110.13+0.02sell
Eagle Bay Advisors LLC438263-1750.010.01-0.00sell
Cornerstone Wealth Group, LLC16,88816,700-1880.050.05+0.01sell
EntryPoint Capital, LLC4,8171,187-3,6300.120.06-0.06sell
ALTFEST L J & CO INC10,3496,483-3,8660.040.03-0.01sell
Pathway Financial Advisors LLC141,387127,323-14,0641.111.22+0.11sell
Estuary Capital Management LP193,301168,619-24,6822.271.93-0.34sell
EMERALD ADVISERS, LLC893,592868,745-24,8471.041.29+0.25sell
KENNEDY CAPITAL MANAGEMENT LLC555,172528,736-26,4360.330.40+0.07sell
T. Rowe Price Investment Management, Inc.514,745486,751-27,9940.010.01+0.00sell
Venator Management LLC782,275750,900-31,3756.708.05+1.35sell
Granite Investment Partners, LLC369,543328,294-41,2490.410.48+0.08sell
Annis Gardner Whiting Capital Advisors, LLC309,130256,130-53,0003.202.58-0.62sell
Aristotle Capital Boston, LLC1,545,8561,434,943-110,9131.361.71+0.35sell
PEREGRINE CAPITAL MANAGEMENT LLC870,665709,623-161,0420.720.73+0.01sell
WESTWOOD HOLDINGS GROUP INC2,735,4502,219,148-516,3020.620.37-0.25sell
Boston Partners1,479,646520,227-959,4190.050.02-0.03sell
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