Brown Miller Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Brown Miller Wealth Management’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 Q3	–	Sell	-5,226	Closed	-$224K	–	208
2025 Q2	$224K	Sell	5,226 -55	-1%	-$2.23K	0.07%	179
2025 Q1	$236K	Buy	+5,281	New	+$215K	0.08%	166

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Brown Miller Wealth Management's BWIN Position: Q3 2025 in Review

Brown Miller Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 5,226 shares — an estimated $224K sold.

Brown Miller Wealth Management first reported a position in BWIN in Q1 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Brown Miller Wealth Management reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 5,226 Baldwin Insurance Group shares in Q3 2025, an estimated $224K.
Brown Miller Wealth Management first reported a position in Baldwin Insurance Group in Q1 2025 and held it in 2 quarters.
Brown Miller Wealth Management's Baldwin Insurance Group position peaked at $236K in Q1 2025.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Brown Miller Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.