BMWM
BWIN

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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.