Capital World Investors
BWIN

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

Capital World 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
2025
Q4 		– Sell
-1,259,949
Closed -$35.5M – 611
2025
Q3 		$35.5M Buy
1,259,949
+250,000
+25% +$8.68M ﹤0.01% 450
2025
Q2 		$43.2M Buy
+1,009,949
New +$41M 0.01% 424

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 $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Capital World Investors's BWIN Position: Q4 2025 in Review

Capital World Investors sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 1,259,949 shares — an estimated $35.5M sold.

Capital World Investors first reported a position in BWIN in Q2 2025 and held it in 2 quarters. The position peaked at $43.2M in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Capital World Investors reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Capital World Investors sold 1,259,949 Baldwin Insurance Group shares in Q4 2025, an estimated $35.5M.
  • Capital World Investors first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 2 quarters.
  • Capital World Investors's Baldwin Insurance Group position peaked at $43.2M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Capital World Investors's 13F filing for Q4 2025, filed 11 Feb 2026.