BARON SMALL CAP FUND BWIN Holdings History

Number of Shares
3.00 Mil
Current Holdings Value*
$134.07 Mil
% of Portfolio
3.59%
Total Estimate Gain
$77.66 Mil
% of Total Estimate Gain
147.27%

BARON SMALL CAP FUND's The Baldwin Insurance Group Inc Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 3.00 Mil shares of The Baldwin Insurance Group Inc(BWIN), totaling $134.07 Mil. This investment constitutes 3.59% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 4.25% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2019Q4. And since then BARON SMALL CAP FUND has made 7 purchases of BWIN, at an average price of $16.23, for a total of 3.25 Mil shares. In addition, there have been 1 sales at an average price of $43.48 for 250,000.00 shares. Based on historical transaction data and BWIN's current price of $39.84, BARON SMALL CAP FUND's estimated gain on his BWIN holdings is $77.66 Mil, reflecting a 147.27% gain to date.

BARON SMALL CAP FUND BWIN ($39.84) Holding Chart

BARON SMALL CAP FUND BWIN ($39.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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