CCIA
BWIN

Campbell & Co Investment Adviser’s Baldwin Insurance Group BWIN Stock Holding History

Campbell & Co Investment Adviser’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 		$1.98M Buy
90,230
+57,714
+177% +$1.25M 0.11% 279
2025
Q4 		$781K Buy
+32,516
New +$828K 0.04% 662
2024
Q2 		– Sell
-16,099
Closed -$466K – 1395
2024
Q1 		$466K Buy
16,099
+4,331
+37% +$114K 0.04% 730
2023
Q4 		$283K Buy
+11,768
New +$250K 0.03% 940

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

Campbell & Co Investment Adviser's BWIN Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Baldwin Insurance Group (BWIN) stake by 177% in Q1 2026, buying an estimated $1.25M and bringing the position to 90,230 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #279.

Campbell & Co Investment Adviser first reported a position in BWIN in Q4 2023 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Campbell & Co Investment Adviser held 90,230 shares of Baldwin Insurance Group worth $1.98M as of Q1 2026.
  • Campbell & Co Investment Adviser bought 57,714 Baldwin Insurance Group shares in Q1 2026, an estimated $1.25M.
  • Baldwin Insurance Group made up 0.11% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #279 holding.
  • Campbell & Co Investment Adviser first reported a position in Baldwin Insurance Group in Q4 2023 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 Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.