CM
BWIN

Caption Management’s Baldwin Insurance Group BWIN Stock Holding History

Caption 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
Q2 		$1.33M Buy
+50,000
New +$1.08M 0.01% 1034
2026
Q1 		– Sell
-48,100
Closed -$1.16M – 2163
2025
Q4 		$1.16M Sell
48,100
-36,100
-43% -$919K 0.01% 1010
2025
Q3 		$2.38M Buy
84,200
+34,400
+69% +$1.19M 0.02% 776
2025
Q2 		$2.13M Buy
49,800
+3,800
+8% +$154K 0.02% 692
2025
Q1 		$2.06M Buy
46,000
+1,000
+2% +$40.7K 0.02% 670
2024
Q4 		$1.74M Sell
45,000
-83,000
-65% -$3.87M 0.02% 736
2024
Q3 		$6.37M Buy
+128,000
New +$5.57M 0.1% 239

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return