Aquatic Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Aquatic Capital Management’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
2025 Q3	–	Sell	-975	Closed	-$41.7K	–	1725
2025 Q2	$41.7K	Sell	975 -26,157	-96%	-$1.06M	﹤0.01%	1157
2025 Q1	$1.21M	Buy	27,132 +4,589	+20%	+$187K	0.03%	549
2024 Q4	$874K	Buy	22,543 +20,243	+880%	+$944K	0.02%	590
2024 Q3	$115K	Sell	2,300 -2,600	-53%	-$113K	﹤0.01%	905
2024 Q2	$174K	Buy	+4,900	New	+$152K	0.01%	783
2024 Q1	–	Sell	-1,800	Closed	-$43K	–	1719
2023 Q4	$43K	Buy	+1,800	New	+$38.3K	﹤0.01%	1140
2023 Q3	–	Sell	-3,800	Closed	-$94K	–	1723
2023 Q2	$94K	Buy	+3,800	New	+$90K	0.01%	866
2022 Q3	–	Sell	-2,000	Closed	-$48K	–	1615
2022 Q2	$48K	Buy	+2,000	New	+$48.6K	0.02%	668

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Aquatic Capital Management's BWIN Position: Q3 2025 in Review

Aquatic Capital Management sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 975 shares — an estimated $41.7K sold.

Aquatic Capital Management first reported a position in BWIN in Q2 2022 and held it in 8 quarters. The position peaked at $1.21M in Q1 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Aquatic Capital Management reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Aquatic Capital Management sold 975 Baldwin Insurance Group shares in Q3 2025, an estimated $41.7K.
Aquatic Capital Management first reported a position in Baldwin Insurance Group in Q2 2022 and held it in 8 quarters.
Aquatic Capital Management's Baldwin Insurance Group position peaked at $1.21M in Q1 2025.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Aquatic Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.