Barclays
BWIN

Barclays’s Baldwin Insurance Group BWIN Stock Holding History

Barclays’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 		$520K Sell
23,688
-87,626
-79% -$1.9M ﹤0.01% 3169
2025
Q4 		$2.67M Buy
111,314
+10,673
+11% +$272K ﹤0.01% 2717
2025
Q3 		$2.84M Sell
100,641
-49,249
-33% -$1.71M ﹤0.01% 2605
2025
Q2 		$6.42M Buy
149,890
+35,602
+31% +$1.44M ﹤0.01% 1906
2025
Q1 		$5.11M Sell
114,288
-5,394
-5% -$220K ﹤0.01% 1895
2024
Q4 		$4.64M Buy
119,682
+10,604
+10% +$495K ﹤0.01% 2229
2024
Q3 		$5.43M Buy
109,078
+15,731
+17% +$684K ﹤0.01% 2022
2024
Q2 		$3.31M Sell
93,347
-14,412
-13% -$446K ﹤0.01% 1792
2024
Q1 		$3.12M Buy
107,759
+13,260
+14% +$348K ﹤0.01% 2193
2023
Q4 		$2.27M Buy
94,499
+71,994
+320% +$1.53M ﹤0.01% 2808
2023
Q3 		$523K Sell
22,505
-1,063
-5% -$26.6K ﹤0.01% 2786
2023
Q2 		$584K Sell
23,568
-7,183
-23% -$170K ﹤0.01% 2653
2023
Q1 		$783K Buy
30,751
+14,428
+88% +$401K ﹤0.01% 2922
2022
Q4 		$410K Buy
16,323
+13,795
+546% +$380K ﹤0.01% 3434
2022
Q3 		$67K Sell
2,528
-406
-14% -$11.6K ﹤0.01% 3687
2022
Q2 		$71K Sell
2,934
-5,540
-65% -$135K ﹤0.01% 3913
2022
Q1 		$226K Buy
+8,474
New +$244K ﹤0.01% 3344

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return