AT
BWIN

Arlington Trust’s Baldwin Insurance Group BWIN Stock Holding History

Arlington Trust’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
Q4 		– Sell
-31
Closed -$875 – 644
2025
Q3 		$875 Hold
31
– – ﹤0.01% 574
2025
Q2 		$1.33K Buy
+31
New +$1.26K ﹤0.01% 580
2024
Q1 		– Sell
-53
Closed -$1.27K – 913
2023
Q4 		$1.27K Buy
+53
New +$1.13K ﹤0.01% 773

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Arlington Trust's BWIN Position: Q4 2025 in Review

Arlington Trust sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 31 shares — an estimated $875 sold.

Arlington Trust first reported a position in BWIN in Q4 2023 and held it in 3 quarters. The position peaked at $1.33K in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Arlington Trust reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 31 Baldwin Insurance Group shares in Q4 2025, an estimated $875.
  • Arlington Trust first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 3 quarters.
  • Arlington Trust's Baldwin Insurance Group position peaked at $1.33K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.