Stock TransactionsTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A

Total Bought
3,877,686
25 transactions
Total Sold
525,474
18 transactions
Net
+3,352,212
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Capital Research Global Investors2,546,2694,513,250+1,966,9810.020.04+0.01buy
Champlain Investment Partners, LLC2,647,2753,256,446+609,1710.860.97+0.12buy
Capital International Investors2,555,2083,145,429+590,2210.020.02+0.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP1,076,8471,225,948+149,1010.230.22-0.01buy
WESTWOOD HOLDINGS GROUP INC1,778,0241,920,530+142,5060.600.59-0.01buy
Select Equity Group, L.P.161,226242,910+81,6840.030.04+0.01buy
Granite Investment Partners, LLC282,906345,079+62,1730.640.72+0.08buy
Otter Creek Advisors, LLC44,473106,231+61,7581.193.22+2.03buy
EMERALD ADVISERS, LLC744,621806,290+61,6691.501.27-0.23buy
Aubrey Capital Management Ltd42,00082,300+40,3000.751.28+0.53buy
Madison Asset Management, LLC93,024125,782+32,7580.050.06+0.01buy
Venator Management LLC754,845773,695+18,85010.068.56-1.50buy
EMERALD MUTUAL FUND ADVISERS TRUST454,140472,351+18,2111.441.23-0.21buy
Holocene Advisors, LP5,56820,362+14,7940.000.00+0.00buy
FENIMORE ASSET MANAGEMENT INC340,727351,403+10,6760.320.30-0.02buy
Aristotle Capital Boston, LLC422,870427,025+4,1550.940.93-0.01buy
Diversified Trust Co27,54231,651+4,1090.030.03-0.00buy
T. Rowe Price Investment Management, Inc.3,232,5213,236,265+3,7440.100.09-0.01buy
WASHINGTON TRUST BANK17,37718,839+1,4620.080.07-0.01buy
KING LUTHER CAPITAL MANAGEMENT CORP34,76936,212+1,4430.010.01-0.00buy
Verdence Capital Advisors LLC7,3267,921+5950.020.02-0.00buy
Cetera Trust Company, N.A5,4706,025+5550.160.15-0.00buy
Core Wealth Advisors, Inc.4,5104,915+4050.060.06-0.00buy
MOODY NATIONAL BANK TRUST DIVISION5,4805,673+1930.030.02-0.00buy
ELEVATION WEALTH PARTNERS, LLC9951,167+1720.020.02+0.00buy
Cornerstone Wealth Group, LLC16,71316,701-120.060.05-0.01sell
ATWOOD & PALMER INC580559-210.000.00-0.00sell
Brown Miller Wealth Management, LLC5,2815,226-550.080.07-0.01sell
J.Safra Asset Management Corp429296-1330.000.00-0.00sell
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/56,26055,996-2640.160.13-0.03sell
PITCAIRN CO10,0338,401-1,6320.030.02-0.00sell
Summit Creek Advisors LLC181,142173,747-7,3951.181.04-0.15sell
CONFLUENCE INVESTMENT MANAGEMENT LLC423,042413,228-9,8140.270.25-0.02sell
SMITH CHAS P & ASSOCIATES PA CPAS69,34057,260-12,0800.180.14-0.04sell
TOTH FINANCIAL ADVISORY CORP17,3352,715-14,6200.090.01-0.08sell
Van Hulzen Asset Management, LLC52,85437,579-15,2750.220.13-0.08sell
KENNEDY CAPITAL MANAGEMENT LLC315,209299,553-15,6560.340.31-0.03sell
LOOMIS SAYLES & CO L P1,117,9391,091,493-26,4460.070.06-0.01sell
Tributary Capital Management, LLC455,524423,605-31,9191.781.61-0.17sell
GW&K Investment Management, LLC624,600573,524-51,0760.260.22-0.04sell
KORNITZER CAPITAL MANAGEMENT INC /KS240,539179,519-61,0200.220.15-0.07sell
PEREGRINE CAPITAL MANAGEMENT LLC429,484311,148-118,3360.640.40-0.24sell
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5,562,4705,402,750-159,7200.700.61-0.08sell
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