Capital International Investors
BWIN

Capital International Investors’s Baldwin Insurance Group BWIN Stock Holding History

Capital International Investors’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 		$36.1M Sell
1,643,557
-1,974,575
-55% -$42.7M 0.01% 358
2025
Q4 		$86.9M Buy
3,618,132
+472,703
+15% +$12M 0.01% 312
2025
Q3 		$88.7M Hold
3,145,429
– – 0.01% 307
2025
Q2 		$135M Buy
3,145,429
+590,221
+23% +$23.9M 0.02% 256
2025
Q1 		$114M Hold
2,555,208
– – 0.02% 269
2024
Q4 		$99M Buy
2,555,208
+210,715
+9% +$9.83M 0.02% 288
2024
Q3 		$117M Buy
2,344,493
+2,214,699
+1,706% +$96.3M 0.02% 260
2024
Q2 		$4.6M Buy
+129,794
New +$4.02M ﹤0.01% 412

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

Capital International Investors's BWIN Position: Q1 2026 in Review

Capital International Investors reduced its Baldwin Insurance Group (BWIN) stake by 55% in Q1 2026, selling an estimated $42.7M and leaving 1,643,557 shares worth $36.1M. The position accounts for 0.01% of the portfolio, ranked #358.

Capital International Investors first reported a position in BWIN in Q2 2024 and has held it in 8 quarters since. The position peaked at $135M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Capital International Investors held 1,643,557 shares of Baldwin Insurance Group worth $36.1M as of Q1 2026.
  • Capital International Investors sold 1,974,575 Baldwin Insurance Group shares in Q1 2026, an estimated $42.7M.
  • Baldwin Insurance Group made up 0.01% of Capital International Investors's portfolio in Q1 2026, its #358 holding.
  • Capital International Investors first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 8 quarters since.
  • Capital International Investors's Baldwin Insurance Group position peaked at $135M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.