Bank of Montreal’s Baldwin Insurance Group BWIN Stock Holding History

Bank of Montreal’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	-9,166	Closed	-$259K	–	3878
2025 Q3	$259K	Buy	9,166 +3,964	+76%	+$138K	﹤0.01%	2611
2025 Q2	$223K	Buy	+5,202	New	+$211K	﹤0.01%	2751
2021 Q2	–	Sell	-1,463	Closed	-$43K	–	5011
2021 Q1	$43K	Sell	1,463 -5,298	-78%	-$144K	﹤0.01%	3774
2020 Q4	$191K	Buy	6,761 +4,989	+282%	+$144K	﹤0.01%	3237
2020 Q3	$48K	Sell	1,772 -9	-0.5%	-$195	﹤0.01%	3453
2020 Q2	$29K	Buy	+1,781	New	+$21.5K	﹤0.01%	3689
2020 Q1	–	Sell	-1,892	Closed	-$30K	–	4802
2019 Q4	$30K	Buy	+1,892	New	+$30.2K	﹤0.01%	4086

Other funds holding BWIN

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

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

Bank of Montreal's BWIN Position: Q4 2025 in Review

Bank of Montreal sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 9,166 shares — an estimated $259K sold.

Bank of Montreal first reported a position in BWIN in Q4 2019 and held it in 7 quarters. The position peaked at $259K in Q3 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Bank of Montreal reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 9,166 Baldwin Insurance Group shares in Q4 2025, an estimated $259K.
Bank of Montreal first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 7 quarters.
Bank of Montreal's Baldwin Insurance Group position peaked at $259K in Q3 2025.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.