BCI
BWIN

Brinker Capital Investments’s Baldwin Insurance Group BWIN Stock Holding History

Brinker Capital Investments’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 		$529K Buy
24,098
+6,662
+38% +$144K ﹤0.01% 1424
2025
Q4 		$419K Sell
17,436
-5,933
-25% -$151K ﹤0.01% 1665
2025
Q3 		$659K Buy
23,369
+914
+4% +$31.7K 0.01% 1425
2025
Q2 		$961K Buy
+22,455
New +$911K 0.01% 1208
2022
Q2 		– Sell
-8,827
Closed -$237K – 1437
2022
Q1 		$237K Sell
8,827
-5,140
-37% -$148K ﹤0.01% 1300
2021
Q4 		$504K Buy
+13,967
New +$516K 0.01% 1051

Other funds holding BWIN

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BlackRock
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VPM
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VCM
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BAMCO Inc
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WHG
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return