A
BWIN

AlphaQuest’s Baldwin Insurance Group BWIN Stock Holding History

AlphaQuest’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 		– Sell
-1,022
Closed -$24.6K – 2192
2025
Q4 		$24.6K Sell
1,022
-930
-48% -$23.7K ﹤0.01% 2075
2025
Q3 		$55.1K Buy
1,952
+1,393
+249% +$48.4K ﹤0.01% 1900
2025
Q2 		$23.9K Buy
+559
New +$22.7K ﹤0.01% 1768
2024
Q4 		– Sell
-25
Closed -$1.25K – 2059
2024
Q3 		$1.25K Buy
+25
New +$1.09K ﹤0.01% 1607
2024
Q2 		– Sell
-45
Closed -$1.3K – 1943
2024
Q1 		$1.3K Sell
45
-510
-92% -$13.4K ﹤0.01% 1233
2023
Q4 		$13.3K Buy
+555
New +$11.8K ﹤0.01% 987

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaQuest's BWIN Position: Q1 2026 in Review

AlphaQuest sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 1,022 shares — an estimated $24.6K sold.

AlphaQuest first reported a position in BWIN in Q4 2023 and held it in 6 quarters. The position peaked at $55.1K in Q3 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • AlphaQuest reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 1,022 Baldwin Insurance Group shares in Q1 2026, an estimated $24.6K.
  • AlphaQuest first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 6 quarters.
  • AlphaQuest's Baldwin Insurance Group position peaked at $55.1K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.