Cambridge Investment Research Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Cambridge Investment Research Advisors’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	$684K	Buy	31,183 +34	+0.1%	+$735	﹤0.01%	2518
2025 Q4	$749K	Buy	31,149 +315	+1%	+$8.02K	﹤0.01%	2354
2025 Q3	$870K	Sell	30,834 -202	-0.7%	-$7.01K	﹤0.01%	2159
2025 Q2	$1.33M	Buy	31,036 +3	+0%	+$122	﹤0.01%	1725
2025 Q1	$1.39M	Hold	31,033	–	–	﹤0.01%	1607
2024 Q4	$1.2M	Sell	31,033 -1	-0%	-$47	﹤0.01%	1726
2024 Q3	$1.54M	Hold	31,034	–	–	0.01%	1551
2024 Q2	$1.1M	Buy	31,034 +361	+1%	+$11.2K	﹤0.01%	1700
2024 Q1	$888K	Hold	30,673	–	–	﹤0.01%	1810
2023 Q4	$737K	Buy	30,673 +100	+0.3%	+$2.13K	﹤0.01%	1863
2023 Q3	$710K	Hold	30,573	–	–	﹤0.01%	1802
2023 Q2	$758K	Hold	30,573	–	–	﹤0.01%	1811
2023 Q1	$778K	Hold	30,573	–	–	﹤0.01%	1749
2022 Q4	$769K	Hold	30,573	–	–	﹤0.01%	1694
2022 Q3	$806K	Hold	30,573	–	–	﹤0.01%	1622
2022 Q2	$738K	Buy	30,573 +5,053	+20%	+$123K	﹤0.01%	1682
2022 Q1	$685K	Hold	25,520	–	–	﹤0.01%	1858
2021 Q4	$922K	Hold	25,520	–	–	﹤0.01%	1633
2021 Q3	$850K	Hold	25,520	–	–	﹤0.01%	1657
2021 Q2	$680K	Buy	25,520 +6,410	+34%	+$174K	﹤0.01%	1815
2021 Q1	$521K	Buy	19,110 +8,625	+82%	+$235K	﹤0.01%	1885
2020 Q4	$314K	Hold	10,485	–	–	﹤0.01%	2098
2020 Q3	$261K	Hold	10,485	–	–	﹤0.01%	2046
2020 Q2	$181K	Buy	+10,485	New	+$127K	﹤0.01%	2192

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors's BWIN Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Baldwin Insurance Group (BWIN) stake by 0.11% in Q1 2026, buying an estimated $735 and bringing the position to 31,183 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Cambridge Investment Research Advisors first reported a position in BWIN in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Cambridge Investment Research Advisors held 31,183 shares of Baldwin Insurance Group worth $684K as of Q1 2026.
Cambridge Investment Research Advisors bought 34 Baldwin Insurance Group shares in Q1 2026, an estimated $735.
Baldwin Insurance Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2518 holding.
Cambridge Investment Research Advisors first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's Baldwin Insurance Group position peaked at $1.54M in Q3 2024.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.