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Baldwin & Lyons Inc

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BlackRock Inc.
INCREASED
Shares1,089,416 from 979,031
Change+110,385 (+11%)
Value$26.6K (+$5.0K)
Filed 2018-08-09
Dimensional Fund Advisors LP
DECREASED
Shares1,032,800 from 1,044,303
Change-11,503 (-1%)
Value$25.2K (+$2.2K)
Filed 2018-08-10
Intrepid Capital Management Inc
DECREASED
Shares1,016,574 from 1,049,193
Change-32,619 (-3%)
Value$24.8K (+$1.7K)
Filed 2018-08-13
Vanguard Group Inc
INCREASED
Shares516,193 from 505,410
Change+10,783 (+2%)
Value$12.6K (+$1.5K)
Filed 2018-08-14
Renaissance Technologies LLC
INCREASED
Shares486,261 from 459,300
Change+26,961 (+6%)
Value$11.9K (+$1.8K)
Filed 2018-08-13
Deprince Race & Zollo Inc
INCREASED
Shares370,319 from 369,956
Change+363 (+0%)
Value$9.0K (+$897)
Filed 2018-07-17
First Manhattan Co. Llc.
DECREASED
Shares367,036 from 371,536
Change-4,500 (-1%)
Value$9.0K (+$782)
Filed 2018-08-01
Royce & Associates LP
DECREASED
Shares238,888 from 248,488
Change-9,600 (-4%)
Value$5.8K (+$362)
Filed 2018-08-09
Royal Bank of Canada
INCREASED
Shares200,539 from 195,438
Change+5,101 (+3%)
Value$4.9K (+$593)
Filed 2018-08-14
State Street Corp
DECREASED
Shares193,116 from 210,336
Change-17,220 (-8%)
Value$4.7K (+$84)
Filed 2018-08-14
First Wilshire Securities Management Inc
DECREASED
Shares186,136 from 193,679
Change-7,543 (-4%)
Value$4.5K (+$281)
Filed 2018-08-15
Ameriprise Financial Inc
INCREASED
Shares185,523 from 185,408
Change+115 (+0%)
Value$4.5K (+$451)
Filed 2018-08-14
Northern Trust Corp
DECREASED
Shares124,128 from 127,747
Change-3,619 (-3%)
Value$3.0K (+$217)
Filed 2018-09-18
Bridgeway Capital Management, LLC
UNCHANGED
Shares119,000 from 119,000
Change0 (0%)
Value$2.9K (+$286)
Filed 2018-08-14
Bank of America Corp
INCREASED
Shares104,632 from 82,352
Change+22,280 (+27%)
Value$2.6K (+$741)
Filed 2018-08-14
Morgan Stanley
INCREASED
Shares103,696 from 99,249
Change+4,447 (+4%)
Value$2.5K (+$348)
Filed 2019-04-23
Bank of New York Mellon Corp
DECREASED
Shares75,224 from 76,126
Change-902 (-1%)
Value$1.8K (+$161)
Filed 2018-08-24
Martingale Asset Management L P
INCREASED
Shares65,023 from 59,821
Change+5,202 (+9%)
Value$1.6K (+$270)
Filed 2018-08-09
Torray Investment Partners LLC
NEW
Shares48,369
Change+48,369
Value$1.2K
Filed 2018-08-14
Wells Fargo & Company
DECREASED
Shares44,303 from 45,342
Change-1,039 (-2%)
Value$1.1K (+$83)
Filed 2018-08-01
Millennium Management LLC
DECREASED
Shares38,957 from 77,110
Change-38,153 (-49%)
Value$951 (-$745)
Filed 2018-08-14
Franklin Resources Inc
DECREASED
Shares34,406 from 162,465
Change-128,059 (-79%)
Value$840 (-$2.7K)
Filed 2018-08-14
Wedbush Securities Inc
DECREASED
Shares33,262 from 34,485
Change-1,223 (-4%)
Value$812 (+$53)
Filed 2018-08-03
Goldman Sachs Group Inc
DECREASED
Shares32,152 from 42,695
Change-10,543 (-25%)
Value$785 (-$154)
Filed 2018-08-14
Two Sigma Investments, LP
DECREASED
Shares31,719 from 32,119
Change-400 (-1%)
Value$774 (+$67)
Filed 2018-08-14
Two Sigma Advisers, LP
INCREASED
Shares30,101 from 27,501
Change+2,600 (+9%)
Value$734 (+$129)
Filed 2018-08-14
Citadel Advisors LLC
NEW
Shares28,554
Change+28,554
Value$697
Filed 2019-08-14
Deutsche Bank Ag\
INCREASED
Shares26,363 from 21,278
Change+5,085 (+24%)
Value$644 (+$178)
Filed 2020-04-21
Stone Ridge Asset Management LLC
UNCHANGED
Shares24,575 from 24,575
Change0 (0%)
Value$600 (+$59)
Filed 2018-08-13
Charles Schwab Investment Management Inc
UNCHANGED
Shares21,087 from 21,087
Change0 (0%)
Value$515 (+$51)
Filed 2018-08-08
Tiaa Cref Investment Management LLC
DECREASED
Shares20,228 from 22,683
Change-2,455 (-11%)
Value$494 (-$5)
Filed 2018-08-14
Commonwealth Equity Services, LLC
INCREASED
Shares19,360 from 19,130
Change+230 (+1%)
Value$472 (+$52)
Filed 2018-07-31
Hancock Whitney Corp
NEW
Shares18,108
Change+18,108
Value$442
Filed 2018-08-14
Bailard, Inc.
INCREASED
Shares17,300 from 15,600
Change+1,700 (+11%)
Value$422 (+$79)
Filed 2018-08-08
Bessemer Group Inc
UNCHANGED
Shares17,300 from 17,300
Change0 (0%)
Value$422 (+$41)
Filed 2018-07-25
LOS Angeles Capital Management LLC
INCREASED
Shares17,231 from 15,301
Change+1,930 (+13%)
Value$420 (+$83)
Filed 2018-07-31
Swiss National Bank
UNCHANGED
Shares16,600 from 16,600
Change0 (0%)
Value$405 (+$40)
Filed 2018-08-09
Morgan Dempsey Capital Management LLC
DECREASED
Shares15,899 from 17,374
Change-1,475 (-8%)
Value$388 (-$381.8K)
Filed 2018-08-13
Teachers Advisors Inc
UNCHANGED
Shares15,656 from 15,656
Change0 (0%)
Value$382 (+$38)
Filed 2018-08-14
Penbrook Management LLC
UNCHANGED
Shares15,270 from 15,270
Change0 (0%)
Value$373 (+$37)
Filed 2018-07-30
California State Teachers Retirement System
INCREASED
Shares14,671 from 14,208
Change+463 (+3%)
Value$358 (+$45)
Filed 2018-08-14
California Public Employees Retirement System
INCREASED
Shares14,344 from 11,800
Change+2,544 (+22%)
Value$350 (+$90)
Filed 2018-08-15
Public Employees Retirement Association of Colorado
UNCHANGED
Shares13,700 from 13,700
Change0 (0%)
Value$334 (+$33)
Filed 2018-08-02
Alliancebernstein L.P.
INCREASED
Shares13,350 from 13,050
Change+300 (+2%)
Value$326 (+$39)
Filed 2018-08-13
Guggenheim Capital LLC
DECREASED
Shares12,529 from 12,899
Change-370 (-3%)
Value$305 (+$22)
Filed 2018-08-14
Roble, Belko & Company, Inc
INCREASED
Shares10,968 from 6,608
Change+4,360 (+66%)
Value$268 (+$123)
Filed 2018-08-08
First Trust Advisors LP
NEW
Shares10,695
Change+10,695
Value$261
Filed 2018-08-02
Credit Suisse AG/
DECREASED
Shares9,990 from 12,238
Change-2,248 (-18%)
Value$244 (-$25)
Filed 2018-08-14
Parametric Portfolio Associates LLC
DECREASED
Shares9,777 from 15,037
Change-5,260 (-35%)
Value$239 (-$92)
Filed 2018-08-13
New York State Common Retirement Fund
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$234 (+$23)
Filed 2018-08-10
Rhumbline Advisers
INCREASED
Shares9,526 from 9,291
Change+235 (+3%)
Value$232 (+$28)
Filed 2018-08-06
US Bancorp \de\
DECREASED
Shares9,189 from 10,646
Change-1,457 (-14%)
Value$225 (-$9)
Filed 2018-08-08
Manufacturers Life Insurance Company, the
DECREASED
Shares8,762 from 9,844
Change-1,082 (-11%)
Value$214 (-$3)
Filed 2018-08-14
Keybank National Association
NEW
Shares8,400
Change+8,400
Value$205
Filed 2018-08-08
American International Group, Inc.
INCREASED
Shares6,244 from 5,963
Change+281 (+5%)
Value$152 (+$21)
Filed 2018-08-08
O'shaughnessy Asset Management, LLC
DECREASED
Shares5,049 from 8,037
Change-2,988 (-37%)
Value$123 (-$54)
Filed 2018-08-10
Russell Investments Group, Ltd.
INCREASED
Shares4,433 from 662
Change+3,771 (+570%)
Value$108 (+$93)
Filed 2018-08-08
Brandywine Global Investment Management, LLC
INCREASED
Shares4,281 from 641
Change+3,640 (+568%)
Value$105 (+$90)
Filed 2018-08-14
Canada Life Assurance Co
DECREASED
Shares4,023 from 4,027
Change-4 (0%)
Value$98 (+$9)
Filed 2018-08-10
Citigroup Inc
DECREASED
Shares3,582 from 4,393
Change-811 (-18%)
Value$87 (-$9)
Filed 2018-08-10
Pioneer Investment Management Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$61 (+$6)
Filed 2018-08-13
JPMorgan Chase & Co
DECREASED
Shares2,220 from 14,651
Change-12,431 (-85%)
Value$55 (-$267)
Filed 2018-08-14
UBS Group AG
DECREASED
Shares1,822 from 2,897
Change-1,075 (-37%)
Value$45 (-$19)
Filed 2018-08-14
Legal & General Group Plc
DECREASED
Shares1,349 from 1,780
Change-431 (-24%)
Value$33 (-$6)
Filed 2018-08-10
IFP Advisors, Inc
INCREASED
Shares1,300 from 100
Change+1,200 (+1200%)
Value$32 (+$30)
Filed 2019-06-03
Ameritas Investment Partners, Inc.
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$21 (+$2)
Filed 2018-08-13
Barclays PLC
DECREASED
Shares701 from 2,650
Change-1,949 (-74%)
Value$17 (-$41)
Filed 2018-08-14
Meeder Asset Management Inc
NEW
Shares605
Change+605
Value$14.8K
Filed 2018-07-24
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$11 (+$1)
Filed 2018-08-06
BNP Paribas Financial Markets
DECREASED
Shares360 from 1,744
Change-1,384 (-79%)
Value$8.8K (-$29.6K)
Filed 2018-07-25
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7 ($0)
Filed 2018-08-09
Tower Research Capital LLC (TRC)
DECREASED
Shares195 from 2,135
Change-1,940 (-91%)
Value$5 (-$42)
Filed 2018-08-15
Bank of Montreal
DECREASED
Shares193 from 500
Change-307 (-61%)
Value$5 (-$6)
Filed 2018-07-16
Piedmont Investment Advisors LLC
NEW
Shares166
Change+166
Value$4
Filed 2018-07-27
GV Capital Management
DECREASED
Shares119 from 1,685
Change-1,566 (-93%)
Value$3 (-$34)
Filed 2018-08-14
Salem Investment Counselors Inc
NEW
Shares100
Change+100
Value$2
Filed 2018-08-15
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2 ($0)
Filed 2018-08-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$0 ($0)
Filed 2018-08-10
SEI Investments Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$0 ($0)
Filed 2018-08-03
Geode Capital Management, LLC
CLOSED
Shares0 from 82,863
Change-82,863 (-100%)
Value$0 (-$1.8K)
Filed 2018-08-14
Panagora Asset Management Inc
CLOSED
Shares0 from 14,074
Change-14,074 (-100%)
Value$0 (-$310)
Filed 2018-08-14
LSV Asset Management
CLOSED
Shares0 from 7,400
Change-7,400 (-100%)
Value$0 (-$162)
Filed 2018-08-08
Whittier Trust Co
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$132)
Filed 2018-07-27
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$32)
Filed 2018-08-14
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$13)
Filed 2018-07-19
FNY Managed Accounts LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Status
BlackRock Inc.
INCREASED1,089,416979,031+110,385+11%$21.5K$26.6K+$5.0K2018-08-09
Dimensional Fund Advisors LP
DECREASED1,032,8001,044,303-11,503-1%$23.0K$25.2K+$2.2K2018-08-10
Intrepid Capital Management Inc
DECREASED1,016,5741,049,193-32,619-3%$23.1K$24.8K+$1.7K2018-08-13
Vanguard Group Inc
INCREASED516,193505,410+10,783+2%$11.1K$12.6K+$1.5K2018-08-14
Renaissance Technologies LLC
INCREASED486,261459,300+26,961+6%$10.1K$11.9K+$1.8K2018-08-13
Deprince Race & Zollo Inc
INCREASED370,319369,956+363+0%$8.1K$9.0K+$8972018-07-17
First Manhattan Co. Llc.
DECREASED367,036371,536-4,500-1%$8.2K$9.0K+$7822018-08-01
Royce & Associates LP
DECREASED238,888248,488-9,600-4%$5.5K$5.8K+$3622018-08-09
Royal Bank of Canada
INCREASED200,539195,438+5,101+3%$4.3K$4.9K+$5932018-08-14
State Street Corp
DECREASED193,116210,336-17,220-8%$4.6K$4.7K+$842018-08-14
First Wilshire Securities Management Inc
DECREASED186,136193,679-7,543-4%$4.3K$4.5K+$2812018-08-15
Ameriprise Financial Inc
INCREASED185,523185,408+115+0%$4.1K$4.5K+$4512018-08-14
Northern Trust Corp
DECREASED124,128127,747-3,619-3%$2.8K$3.0K+$2172018-09-18
Bridgeway Capital Management, LLC
UNCHANGED119,000119,00000%$2.6K$2.9K+$2862018-08-14
Bank of America Corp
INCREASED104,63282,352+22,280+27%$1.8K$2.6K+$7412018-08-14
Morgan Stanley
INCREASED103,69699,249+4,447+4%$2.2K$2.5K+$3482019-04-23
Bank of New York Mellon Corp
DECREASED75,22476,126-902-1%$1.7K$1.8K+$1612018-08-24
Martingale Asset Management L P
INCREASED65,02359,821+5,202+9%$1.3K$1.6K+$2702018-08-09
Torray Investment Partners LLC
NEW48,369—+48,369——$1.2K—2018-08-14
Wells Fargo & Company
DECREASED44,30345,342-1,039-2%$998$1.1K+$832018-08-01
Millennium Management LLC
DECREASED38,95777,110-38,153-49%$1.7K$951-$7452018-08-14
Franklin Resources Inc
DECREASED34,406162,465-128,059-79%$3.6K$840-$2.7K2018-08-14
Wedbush Securities Inc
DECREASED33,26234,485-1,223-4%$759$812+$532018-08-03
Goldman Sachs Group Inc
DECREASED32,15242,695-10,543-25%$939$785-$1542018-08-14
Two Sigma Investments, LP
DECREASED31,71932,119-400-1%$707$774+$672018-08-14
Two Sigma Advisers, LP
INCREASED30,10127,501+2,600+9%$605$734+$1292018-08-14
Citadel Advisors LLC
NEW28,554—+28,554——$697—2019-08-14
Deutsche Bank Ag\
INCREASED26,36321,278+5,085+24%$466$644+$1782020-04-21
Stone Ridge Asset Management LLC
UNCHANGED24,57524,57500%$541$600+$592018-08-13
Charles Schwab Investment Management Inc
UNCHANGED21,08721,08700%$464$515+$512018-08-08
Tiaa Cref Investment Management LLC
DECREASED20,22822,683-2,455-11%$499$494-$52018-08-14
Commonwealth Equity Services, LLC
INCREASED19,36019,130+230+1%$420$472+$522018-07-31
Hancock Whitney Corp
NEW18,108—+18,108——$442—2018-08-14
Bailard, Inc.
INCREASED17,30015,600+1,700+11%$343$422+$792018-08-08
Bessemer Group Inc
UNCHANGED17,30017,30000%$381$422+$412018-07-25
LOS Angeles Capital Management LLC
INCREASED17,23115,301+1,930+13%$337$420+$832018-07-31
Swiss National Bank
UNCHANGED16,60016,60000%$365$405+$402018-08-09
Morgan Dempsey Capital Management LLC
DECREASED15,89917,374-1,475-8%$382.2K$388-$381.8K2018-08-13
Teachers Advisors Inc
UNCHANGED15,65615,65600%$344$382+$382018-08-14
Penbrook Management LLC
UNCHANGED15,27015,27000%$336$373+$372018-07-30
California State Teachers Retirement System
INCREASED14,67114,208+463+3%$313$358+$452018-08-14
California Public Employees Retirement System
INCREASED14,34411,800+2,544+22%$260$350+$902018-08-15
Public Employees Retirement Association of Colorado
UNCHANGED13,70013,70000%$301$334+$332018-08-02
Alliancebernstein L.P.
INCREASED13,35013,050+300+2%$287$326+$392018-08-13
Guggenheim Capital LLC
DECREASED12,52912,899-370-3%$283$305+$222018-08-14
Roble, Belko & Company, Inc
INCREASED10,9686,608+4,360+66%$145$268+$1232018-08-08
First Trust Advisors LP
NEW10,695—+10,695——$261—2018-08-02
Credit Suisse AG/
DECREASED9,99012,238-2,248-18%$269$244-$252018-08-14
Parametric Portfolio Associates LLC
DECREASED9,77715,037-5,260-35%$331$239-$922018-08-13
New York State Common Retirement Fund
UNCHANGED9,6009,60000%$211$234+$232018-08-10
Rhumbline Advisers
INCREASED9,5269,291+235+3%$204$232+$282018-08-06
US Bancorp \de\
DECREASED9,18910,646-1,457-14%$234$225-$92018-08-08
Manufacturers Life Insurance Company, the
DECREASED8,7629,844-1,082-11%$217$214-$32018-08-14
Keybank National Association
NEW8,400—+8,400——$205—2018-08-08
American International Group, Inc.
INCREASED6,2445,963+281+5%$131$152+$212018-08-08
O'shaughnessy Asset Management, LLC
DECREASED5,0498,037-2,988-37%$177$123-$542018-08-10
Russell Investments Group, Ltd.
INCREASED4,433662+3,771+570%$15$108+$932018-08-08
Brandywine Global Investment Management, LLC
INCREASED4,281641+3,640+568%$15$105+$902018-08-14
Canada Life Assurance Co
DECREASED4,0234,027-40%$89$98+$92018-08-10
Citigroup Inc
DECREASED3,5824,393-811-18%$96$87-$92018-08-10
Pioneer Investment Management Inc
UNCHANGED2,5002,50000%$55$61+$62018-08-13
JPMorgan Chase & Co
DECREASED2,22014,651-12,431-85%$322$55-$2672018-08-14
UBS Group AG
DECREASED1,8222,897-1,075-37%$64$45-$192018-08-14
Legal & General Group Plc
DECREASED1,3491,780-431-24%$39$33-$62018-08-10
IFP Advisors, Inc
INCREASED1,300100+1,200+1200%$2$32+$302019-06-03
Ameritas Investment Partners, Inc.
UNCHANGED85385300%$19$21+$22018-08-13
Barclays PLC
DECREASED7012,650-1,949-74%$58$17-$412018-08-14
Meeder Asset Management Inc
NEW605—+605——$14.8K—2018-07-24
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED46446400%$10$11+$12018-08-06
BNP Paribas Financial Markets
DECREASED3601,744-1,384-79%$38.4K$8.8K-$29.6K2018-07-25
Thompson Siegel & Walmsley LLC
UNCHANGED30030000%$7$7$02018-08-09
Tower Research Capital LLC (TRC)
DECREASED1952,135-1,940-91%$47$5-$422018-08-15
Bank of Montreal
DECREASED193500-307-61%$11$5-$62018-07-16
Piedmont Investment Advisors LLC
NEW166—+166——$4—2018-07-27
GV Capital Management
DECREASED1191,685-1,566-93%$37$3-$342018-08-14
Salem Investment Counselors Inc
NEW100—+100——$2—2018-08-15
Ladenburg Thalmann Financial Services Inc
UNCHANGED919100%$2$2$02018-08-15
PNC Financial Services Group, Inc.
UNCHANGED161600%$0$0$02018-08-10
SEI Investments Co
UNCHANGED121200%$0$0$02018-08-03
Geode Capital Management, LLC
CLOSED082,863-82,863-100%$1.8K$0-$1.8K2018-08-14
Panagora Asset Management Inc
CLOSED014,074-14,074-100%$310$0-$3102018-08-14
LSV Asset Management
CLOSED07,400-7,400-100%$162$0-$1622018-08-08
Whittier Trust Co
CLOSED06,000-6,000-100%$132$0-$1322018-07-27
Valeo Financial Advisors, LLC
CLOSED01,450-1,450-100%$32$0-$322018-08-14
Nisa Investment Advisors, LLC
CLOSED0570-570-100%$13$0-$132018-07-19
FNY Managed Accounts LLC
N/A—3,480-3,480-100%$76———
Showing 86 of 86 institutions