Stock Transactions — THE BALDWIN INSURANCE GRP IN

Total Bought
8,570,160
98 transactions
Total Sold
6,143,124
116 transactions
Net
+2,427,036
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
FMR LLC8,153,70910,755,244+2,601,5350.020.02-0.00buy
Bank of New York Mellon Corp866,0832,293,951+1,427,8680.010.01+0.00buy
Champlain Investment Partners, LLC3,256,4463,915,879+659,4330.970.83-0.14buy
WESTWOOD HOLDINGS GROUP INC1,920,5302,489,064+568,5340.590.50-0.09buy
AMERIPRISE FINANCIAL INC0502,562+502,5620.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC299,553598,238+298,6850.310.37+0.07buy
Artemis Investment Management LLP0257,664+257,6640.000.09+0.09buy
Capital World Investors1,009,9491,259,949+250,0000.010.00-0.00buy
Aristotle Capital Boston, LLC427,025655,965+228,9400.930.95+0.02buy
AMERICAN CENTURY COMPANIES INC158,763345,745+186,9820.000.00+0.00buy
UBS Group AG321,012480,321+159,3090.000.00-0.00buy
JPMORGAN CHASE & CO1,355,9161,514,115+158,1990.000.00-0.00buy
FENIMORE ASSET MANAGEMENT INC351,403507,057+155,6540.300.29-0.01buy
SEI INVESTMENTS CO276,309403,498+127,1890.010.01-0.00buy
Point72 Asset Management, L.P.0111,883+111,8830.000.01+0.01buy
Lighthouse Investment Partners, LLC0107,788+107,7880.000.11+0.11buy
Laird Norton Wetherby Trust Company, LLC30,78097,972+67,1920.180.47+0.29buy
DARK FOREST CAPITAL MANAGEMENT LP052,050+52,0500.000.04+0.04buy
JANE STREET GROUP, LLC049,042+49,0420.000.00+0.00buy
FEDERATED HERMES, INC.043,849+43,8490.000.00+0.00buy
Holocene Advisors, LP20,36257,563+37,2010.000.00+0.00buy
Magnetar Financial LLC035,102+35,1020.000.01+0.01buy
NATIXIS034,000+34,0000.000.01+0.01buy
STATE STREET CORP2,084,7512,116,651+31,9000.000.00-0.00buy
BLAIR WILLIAM & CO/IL030,044+30,0440.000.00+0.00buy
Austin Wealth Management, LLC028,786+28,7860.000.11+0.11buy
ENTREWEALTH, LLC028,786+28,7860.000.42+0.42buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO62,01190,630+28,6190.010.01-0.00buy
Otter Creek Advisors, LLC106,231130,677+24,4463.413.66+0.25buy
Freestone Grove Partners LP017,087+17,0870.000.00+0.00buy
PANAGORA ASSET MANAGEMENT INC8,46425,534+17,0700.000.00+0.00buy
Invesco Ltd.486,350502,839+16,4890.000.00-0.00buy
Russell Investments Group, Ltd.68,63684,967+16,3310.000.00-0.00buy
Numerai GP LLC014,518+14,5180.000.06+0.06buy
GEODE CAPITAL MANAGEMENT, LLC1,695,7581,709,777+14,0190.010.00-0.00buy
State of New Jersey Common Pension Fund D49,43462,359+12,9250.010.01-0.00buy
Elo Mutual Pension Insurance Co012,271+12,2710.000.01+0.01buy
Diversified Trust Co31,65142,640+10,9890.030.02-0.01buy
Handelsbanken Fonder AB14,70025,100+10,4000.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC586,904596,813+9,9090.000.00-0.00buy
SummitTX Capital, L.P.09,510+9,5100.000.01+0.01buy
Rockefeller Capital Management L.P.525,407534,705+9,2980.050.03-0.02buy
Yarbrough Capital, LLC08,780+8,7800.000.01+0.01buy
DEUTSCHE BANK AG\49,31558,028+8,7130.000.00-0.00buy
HB Wealth Management, LLC84,11492,747+8,6330.030.02-0.01buy
Quantinno Capital Management LP08,581+8,5810.000.00+0.00buy
Annis Gardner Whiting Capital Advisors, LLC7,64315,000+7,3570.110.09-0.03buy
Swiss National Bank130,200137,000+6,8000.000.00-0.00buy
Mariner, LLC11,90518,568+6,6630.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/58,71363,426+4,7130.000.00-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM61,91266,493+4,5810.000.00-0.00buy
BANK OF MONTREAL /CAN/5,2029,166+3,9640.000.00-0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)37,53941,339+3,8000.000.00-0.00buy
US BANCORP \DE\6,0559,636+3,5810.000.00-0.00buy
Police & Firemen's Retirement System of New Jersey15,94319,455+3,5120.010.00-0.00buy
CAPTRUST FINANCIAL ADVISORS7,91611,311+3,3950.000.00-0.00buy
MAI Capital Management175,582178,832+3,2500.050.03-0.02buy
Quantbot Technologies LP7,90510,145+2,2400.010.01-0.00buy
WELLS FARGO & COMPANY/MN156,698158,880+2,1820.000.00-0.00buy
DIMENSIONAL FUND ADVISORS LP1,096,6791,098,826+2,1470.010.01-0.00buy
INTECH INVESTMENT MANAGEMENT LLC27,61029,046+1,4360.010.01-0.00buy
Caitong International Asset Management Co., Ltd01,395+1,3950.000.03+0.03buy
AlphaQuest LLC5591,952+1,3930.000.00+0.00buy
SIMPLEX TRADING, LLC01,263+1,2630.000.00+0.00buy
Arizona State Retirement System19,86020,884+1,0240.000.00-0.00buy
Orion Porfolio Solutions, LLC22,45523,369+9140.010.01-0.00buy
ROYAL BANK OF CANADA992,997993,743+7460.010.00-0.00buy
ALLIANCEBERNSTEIN L.P.82,11982,834+7150.000.00-0.00buy
Point72 Asia (Singapore) Pte. Ltd.0665+6650.000.00+0.00buy
Aster Capital Management (DIFC) Ltd0516+5160.000.01+0.01buy
SIGNATUREFD, LLC70482+4120.000.00+0.00buy
Point72 (DIFC) Ltd0354+3540.000.00+0.00buy
Creative Planning7,5837,933+3500.000.00-0.00buy
Point72 Hong Kong Ltd0316+3160.000.00+0.00buy
BAMCO INC /NY/3,010,0003,010,203+2030.350.23-0.12buy
PRIVATE TRUST CO NA175367+1920.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC0149+1490.000.00+0.00buy
Larson Financial Group LLC29158+1290.000.00+0.00buy
HANTZ FINANCIAL SERVICES, INC.0114+1140.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC8,0548,158+1040.000.00-0.00buy
CANADA LIFE ASSURANCE Co20,45220,554+1020.000.00-0.00buy
Optiver Holding B.V.254352+980.000.00-0.00buy
HUNTINGTON NATIONAL BANK189+880.000.00+0.00buy
IFP Advisors, Inc2,8232,890+670.000.00-0.00buy
Farther Finance Advisors, LLC266+640.000.00+0.00buy
Arax Advisory Partners1375+620.000.00+0.00buy
Allworth Financial LP55109+540.000.00+0.00buy
BNP Paribas Asset Management Holding S.A.752799+470.000.00-0.00buy
PRUDENTIAL FINANCIAL INC9,0159,060+450.000.00-0.00buy
Steward Partners Investment Advisory, LLC954+450.000.00+0.00buy
Advisory Services Network, LLC14,37914,416+370.010.01-0.00buy
FIFTH THIRD BANCORP035+350.000.00+0.00buy
CWM, LLC242267+250.000.00-0.00buy
Global Retirement Partners, LLC7599+240.000.00-0.00buy
Versant Capital Management, Inc013+130.000.00+0.00buy
PRINCIPAL SECURITIES, INC.216225+90.000.00-0.00buy
SBI Securities Co., Ltd.03+30.000.00+0.00buy
Lido Advisors, LLC10,09610,098+20.000.00-0.00buy
BESSEMER GROUP INC41,80541,80500.000.00-0.00hold
SMITH CHAS P & ASSOCIATES PA CPAS57,26057,26000.140.14+0.00hold
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