CIAM
BWIN

Caitong International Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Caitong International Asset 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
2026
Q1 		$134K Buy
+6,101
New +$132K 0.02% 501
2025
Q4 		– Sell
-1,395
Closed -$39.4K – 2460
2025
Q3 		$39.4K Buy
+1,395
New +$48.4K 0.03% 402
2025
Q2 		– Sell
-1
Closed -$45 – 2579
2025
Q1 		$45 Sell
1
-35
-97% -$1.43K ﹤0.01% 2042
2024
Q4 		$1.4K Buy
+36
New +$1.68K ﹤0.01% 1254

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 $5.72T 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

Caitong International Asset Management's BWIN Position: Q1 2026 in Review

Caitong International Asset Management opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 6,101 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in BWIN as recently as Q3 2025.

Caitong International Asset Management first reported a position in BWIN in Q4 2024 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Caitong International Asset Management held 6,101 shares of Baldwin Insurance Group worth $134K as of Q1 2026.
  • Baldwin Insurance Group was a new Caitong International Asset Management position in Q1 2026.
  • Baldwin Insurance Group made up 0.02% of Caitong International Asset Management's portfolio in Q1 2026, its #501 holding.
  • Caitong International Asset Management first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.