Brown Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,665
Closed -$297K 1428
2024
Q4
$297K Buy
+7,665
New +$357K ﹤0.01% 1160
2022
Q1
Sell
-6,927
Closed -$250K 1263
2021
Q4
$250K Buy
+6,927
New +$256K ﹤0.01% 1102

Other funds holding BWIN

Brown Advisory's BWIN Position: Q1 2025 in Review

Brown Advisory sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 7,665 shares — an estimated $297K sold.

Brown Advisory first reported a position in BWIN in Q4 2021 and held it in 2 quarters. The position peaked at $297K in Q4 2024. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

  • Brown Advisory reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 7,665 Baldwin Insurance Group shares in Q1 2025, an estimated $297K.
  • Brown Advisory first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 2 quarters.
  • Brown Advisory's Baldwin Insurance Group position peaked at $297K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.