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AAP
BWIN
Arax Advisory Partners’s
Baldwin Insurance Group
BWIN
Stock Holding History
Arax Advisory Partners’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
$1.29K
Sell
168
-98
-37%
-$2.12K
﹤0.01%
3227
2025
Q4
$6.39K
Buy
266
+191
+255%
+$4.86K
﹤0.01%
2717
2025
Q3
$2.12K
Buy
75
+62
+477%
+$2.15K
﹤0.01%
3103
2025
Q2
$557
Sell
13
-13
-50%
-$527
﹤0.01%
2917
2025
Q1
$1.16K
Sell
26
-30
-54%
-$1.22K
﹤0.01%
2259
2024
Q4
$2.17K
Hold
56
–
–
﹤0.01%
1994
2024
Q3
$2.79K
Sell
56
-11
-16%
-$478
﹤0.01%
1934
2024
Q2
$2.38K
Buy
+67
New
+$2.07K
﹤0.01%
1902
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$1.9T AUM
41.92%
1-Year Est. Return
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$30.3B AUM
33.75%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Bank of New York Mellon
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$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
New York
$33.1B AUM
11.16%
1-Year Est. Return
WHG
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Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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