Boston Partners
BWIN

Boston Partners’s Baldwin Insurance Group BWIN Stock Holding History

Boston 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 		$17M Buy
772,703
+724,627
+1,507% +$15.7M 0.02% 392
2025
Q4 		$1.16M Buy
+48,076
New +$1.22M ﹤0.01% 610
2025
Q2 		– Sell
-600,974
Closed -$26.5M – 768
2025
Q1 		$26.5M Buy
600,974
+75,009
+14% +$3.06M 0.03% 292
2024
Q4 		$20.7M Buy
525,965
+31,395
+6% +$1.46M 0.03% 327
2024
Q3 		$25M Sell
494,570
-25,657
-5% -$1.12M 0.03% 307
2024
Q2 		$18.8M Sell
520,227
-959,419
-65% -$29.7M 0.02% 340
2024
Q1 		$42.6M Buy
1,479,646
+215,079
+17% +$5.65M 0.05% 254
2023
Q4 		$30.6M Buy
+1,264,567
New +$26.9M 0.04% 283

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