Stock Transactions — THE BALDWIN INSURANCE GRP IN

Total Bought
9,187,155
104 transactions
Total Sold
6,434,237
99 transactions
Net
+2,752,918
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Capital Research Global Investors02,259,342+2,259,3420.000.02+0.02buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,709,9414,907,589+2,197,6480.330.46+0.13buy
T. Rowe Price Investment Management, Inc.883,4271,993,871+1,110,4440.030.05+0.02buy
JPMORGAN CHASE & CO1,235,8681,673,944+438,0760.000.01+0.00buy
Point72 Asset Management, L.P.0317,273+317,2730.000.03+0.03buy
WESTWOOD HOLDINGS GROUP INC1,689,9061,990,818+300,9120.350.59+0.24buy
Aberdeen Group plc0239,000+239,0000.000.02+0.02buy
BALYASNY ASSET MANAGEMENT L.P.207,657420,168+212,5110.030.04+0.01buy
Capital International Investors2,344,4932,555,208+210,7150.020.02-0.00buy
VANGUARD GROUP INC6,412,1056,587,486+175,3810.010.00-0.00buy
BlackRock, Inc.4,960,0595,109,518+149,4590.010.00-0.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP718,464847,494+129,0300.160.14-0.02buy
STATE STREET CORP1,956,5512,082,013+125,4620.000.00-0.00buy
UBS Group AG149,549266,643+117,0940.000.00+0.00buy
D. E. Shaw & Co., Inc.099,562+99,5620.000.00+0.00buy
Bank of New York Mellon Corp872,092956,935+84,8430.010.01-0.00buy
GOLDMAN SACHS GROUP INC284,974366,543+81,5690.000.00+0.00buy
NORTHERN TRUST CORP737,411791,507+54,0960.010.00-0.00buy
MILLENNIUM MANAGEMENT LLC053,980+53,9800.000.00+0.00buy
MAI Capital Management127,690179,661+51,9710.060.05-0.01buy
BI Asset Management Fondsmaeglerselskab A/S046,463+46,4630.000.02+0.02buy
BANK OF AMERICA CORP /DE/682,079726,798+44,7190.000.00-0.00buy
JANUS HENDERSON GROUP PLC533,241571,058+37,8170.010.01-0.00buy
AMERICAN CENTURY COMPANIES INC31,18068,223+37,0430.000.00+0.00buy
Squarepoint Ops LLC17,39353,700+36,3070.000.01+0.00buy
Quantbot Technologies LP96837,111+36,1430.000.05+0.05buy
Corient Private Wealth LLC035,448+35,4480.000.00+0.00buy
TD ASSET MANAGEMENT INC6,40039,954+33,5540.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,187177,875+32,6880.000.00-0.00buy
Boston Partners494,570525,965+31,3950.030.03-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD337,992369,122+31,1300.040.04-0.01buy
Verition Fund Management LLC024,461+24,4610.000.00+0.00buy
Red Door Wealth Management, LLC5,50027,000+21,5000.050.16+0.11buy
Proficio Capital Partners LLC020,775+20,7750.000.00+0.00buy
Aquatic Capital Management LLC2,30022,543+20,2430.000.02+0.02buy
DEUTSCHE BANK AG\39,62159,381+19,7600.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,108,1511,127,200+19,0490.010.01-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP11,70128,881+17,1800.000.00+0.00buy
ExodusPoint Capital Management, LP014,023+14,0230.000.01+0.01buy
Dynamic Technology Lab Private Ltd013,460+13,4600.000.08+0.08buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO73,17286,512+13,3400.020.01-0.00buy
INTECH INVESTMENT MANAGEMENT LLC15,60328,420+12,8170.010.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,550,3571,562,735+12,3780.010.00-0.00buy
LPL Financial LLC55,55867,046+11,4880.000.00-0.00buy
ALLIANCEBERNSTEIN L.P.71,30082,208+10,9080.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC546,975557,877+10,9020.010.00-0.00buy
BARCLAYS PLC109,078119,682+10,6040.000.00-0.00buy
AMERIPRISE FINANCIAL INC09,756+9,7560.000.00+0.00buy
CITIGROUP INC47,51256,732+9,2200.000.00-0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP26,89034,683+7,7930.010.01+0.00buy
BROWN ADVISORY INC07,665+7,6650.000.00+0.00buy
Madison Asset Management, LLC74,15181,541+7,3900.040.04-0.01buy
WELLS FARGO & COMPANY/MN69,32575,784+6,4590.000.00-0.00buy
ProShare Advisors LLC12,44418,771+6,3270.000.00+0.00buy
CIBC WORLD MARKETS CORP06,237+6,2370.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC40,80046,600+5,8000.000.00-0.00buy
Schonfeld Strategic Advisors LLC7,50012,540+5,0400.000.00+0.00buy
Advisory Services Network, LLC9,29013,355+4,0650.010.01+0.00buy
Legal & General Group Plc68,64972,093+3,4440.000.00-0.00buy
New World Advisors LLC14,95718,295+3,3380.190.17-0.02buy
Mariner, LLC10,03713,229+3,1920.000.00-0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)15,29218,439+3,1470.000.00-0.00buy
State of New Jersey Common Pension Fund D44,40547,471+3,0660.010.01-0.00buy
AQR CAPITAL MANAGEMENT LLC9,20812,199+2,9910.000.00-0.00buy
COMERICA BANK56,37959,349+2,9700.010.01-0.00buy
CANADA LIFE ASSURANCE Co15,95518,427+2,4720.000.00-0.00buy
RHUMBLINE ADVISERS87,43189,682+2,2510.000.00-0.00buy
Handelsbanken Fonder AB12,50014,700+2,2000.000.00-0.00buy
MetLife Investment Management, LLC37,99440,177+2,1830.010.01-0.00buy
Swiss National Bank129,200131,200+2,0000.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,04537,857+1,8120.000.00-0.00buy
Venturi Wealth Management, LLC01,700+1,7000.000.00+0.00buy
Tower Research Capital LLC (TRC)5762,199+1,6230.000.00+0.00buy
KBC Group NV1,7923,279+1,4870.000.00+0.00buy
ALTFEST L J & CO INC5,4876,943+1,4560.040.03-0.00buy
Johnson Financial Group, Inc.1301,528+1,3980.000.00+0.00buy
TOTH FINANCIAL ADVISORY CORP16,01516,785+7700.090.08-0.02buy
HARBOR CAPITAL ADVISORS, INC.50,87051,607+7370.110.09-0.02buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE34,98235,507+5250.000.00-0.00buy
Arizona State Retirement System19,04519,366+3210.010.00-0.00buy
J.Safra Asset Management Corp0316+3160.000.00+0.00buy
Ameritas Investment Partners, Inc.6,6716,973+3020.010.01-0.00buy
SIMPLEX TRADING, LLC0298+2980.000.00+0.00buy
Continuum Advisory, LLC1,6501,944+2940.010.01+0.00buy
ENVESTNET ASSET MANAGEMENT INC108,604108,824+2200.000.00-0.00buy
Parkside Financial Bank & Trust1,3251,520+1950.010.01-0.00buy
TCTC Holdings, LLC0189+1890.000.00+0.00buy
ELEVATION WEALTH PARTNERS, LLC672834+1620.010.01-0.00buy
PITCAIRN CO9,8619,997+1360.030.02-0.01buy
Lido Advisors, LLC10,00010,045+450.000.00-0.00buy
Quarry LP041+410.000.00+0.00buy
Cetera Trust Company, N.A5,4455,470+250.170.14-0.03buy
US BANCORP \DE\6,8646,887+230.000.00-0.00buy
Janney Montgomery Scott LLC6,9246,944+200.000.00-0.00buy
Amundi020+200.000.00+0.00buy
Smartleaf Asset Management LLC018+180.000.00+0.00buy
EverSource Wealth Advisors, LLC1224+120.000.00+0.00buy
CWM, LLC242253+110.000.00-0.00buy
CoreCap Advisors, LLC011+110.000.00+0.00buy
Cornerstone Wealth Group, LLC16,70016,710+100.070.05-0.02buy
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