BWIN — THE BALDWIN INSURANCE GRP IN

Ownership history in Freestone Grove Partners LP  ·  2 quarters on record

This page tracks every 13F SEC filing in which Freestone Grove Partners LP reported a position in THE BALDWIN INSURANCE GRP IN (BWIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2024 Q4)
Avg. % of fund
0.03%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,087 -84,289 -83.1% 0.00% $482K $28.21
2024 Q4 INITIATED 101,376 — — 0.05% $3.9M $38.76
% of Fund (quarterly)    BWIN price (monthly, adj. close)

Other funds also holding BWIN

As of 2025 Q4 — sorted by position size

Venator Management LLC 3Y 4.19% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 1.43% Aristotle Capital Boston, LLC 3Y 7Y 0.97% Tributary Capital Management, LLC 3Y 7Y 0.9% Champlain Investment Partners, LLC 3Y 7Y 0.89% Summit Creek Advisors LLC 3Y 7Y 0.56% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.56% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3Y 7Y 0.51% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.42% Pathway Financial Advisors LLC 3Y 7Y 0.4%
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