ACM
BWIN

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

Aubrey 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
-82,300
Closed -$3.52M – 63
2025
Q2 		$3.52M Buy
82,300
+40,300
+96% +$1.64M 1.28% 26
2025
Q1 		$1.88M Buy
+42,000
New +$1.71M 0.75% 33

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
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

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

Aubrey Capital Management sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 82,300 shares — an estimated $3.52M sold.

Aubrey Capital Management first reported a position in BWIN in Q1 2025 and held it in 2 quarters. The position peaked at $3.52M in Q2 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Aubrey Capital Management reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Aubrey Capital Management sold 82,300 Baldwin Insurance Group shares in Q3 2025, an estimated $3.52M.
  • Aubrey Capital Management first reported a position in Baldwin Insurance Group in Q1 2025 and held it in 2 quarters.
  • Aubrey Capital Management's Baldwin Insurance Group position peaked at $3.52M in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Aubrey Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.