AF
BWIN

Allworth Financial’s Baldwin Insurance Group BWIN Stock Holding History

Allworth Financial’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.8K Buy
765
+452
+144% +$9.78K ﹤0.01% 3118
2025
Q4 		$7.52K Buy
313
+204
+187% +$5.2K ﹤0.01% 3452
2025
Q3 		$3.08K Buy
109
+54
+98% +$1.88K ﹤0.01% 3809
2025
Q2 		$2.35K Buy
55
+24
+77% +$974 ﹤0.01% 3633
2025
Q1 		$1.34K Sell
31
-4
-11% -$163 ﹤0.01% 3369
2024
Q4 		$1.46K Buy
35
+4
+13% +$187 ﹤0.01% 3273
2024
Q3 		$1.54K Buy
31
+15
+94% +$652 ﹤0.01% 3064
2024
Q2 		$641 Hold
16
– – ﹤0.01% 3303
2024
Q1 		$464 Hold
16
– – ﹤0.01% 3303
2023
Q4 		$385 Hold
16
– – ﹤0.01% 3189
2023
Q3 		$372 Sell
16
-2,000
-99% -$50K ﹤0.01% 3114
2023
Q2 		$50K Buy
2,016
+2,009
+28,700% +$47.6K ﹤0.01% 1126
2023
Q1 		$179 Sell
7
-12
-63% -$333 ﹤0.01% 3030
2022
Q4 		$478 Hold
19
– – ﹤0.01% 2643
2022
Q3 		$1K Sell
19
-8
-30% -$228 ﹤0.01% 2559
2022
Q2 		$1K Buy
+27
New +$656 ﹤0.01% 2300

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return