CIP
BWIN

Champlain Investment Partners’s Baldwin Insurance Group BWIN Stock Holding History

Champlain Investment Partners’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 		$22.9M Sell
863,038
-171,222
-17% -$3.7M 0.59% 81
2026
Q1 		$22.7M Sell
1,034,260
-2,616,150
-72% -$56.6M 0.29% 106
2025
Q4 		$87.7M Sell
3,650,410
-265,469
-7% -$6.76M 0.89% 54
2025
Q3 		$110M Buy
3,915,879
+659,433
+20% +$22.9M 0.83% 49
2025
Q2 		$139M Buy
3,256,446
+609,171
+23% +$24.7M 0.97% 38
2025
Q1 		$118M Buy
2,647,275
+642,104
+32% +$26.2M 0.86% 43
2024
Q4 		$77.7M Sell
2,005,171
-555,556
-22% -$25.9M 0.49% 87
2024
Q3 		$128M Sell
2,560,727
-1,678,028
-40% -$73M 0.77% 56
2024
Q2 		$150M Buy
4,238,755
+215,580
+5% +$6.67M 0.92% 41
2024
Q1 		$116M Buy
4,023,175
+462,485
+13% +$12.1M 0.67% 61
2023
Q4 		$85.5M Sell
3,560,690
-181,095
-5% -$3.85M 0.51% 84
2023
Q3 		$86.9M Buy
3,741,785
+422,340
+13% +$10.6M 0.56% 75
2023
Q2 		$82.3M Sell
3,319,445
-149,615
-4% -$3.54M 0.51% 84
2023
Q1 		$88.3M Buy
3,469,060
+164,760
+5% +$4.58M 0.56% 82
2022
Q4 		$83.1M Sell
3,304,300
-127,725
-4% -$3.52M 0.53% 86
2022
Q3 		$90.4M Sell
3,432,025
-18,955
-0.5% -$540K 0.62% 71
2022
Q2 		$83.3M Buy
3,450,980
+259,815
+8% +$6.32M 0.54% 77
2022
Q1 		$85.6M Buy
3,191,165
+505,635
+19% +$14.6M 0.44% 88
2021
Q4 		$97M Buy
2,685,530
+273,630
+11% +$10.1M 0.44% 92
2021
Q3 		$80.3M Buy
2,411,900
+441,995
+22% +$13.8M 0.38% 101
2021
Q2 		$52.5M Buy
1,969,905
+949,445
+93% +$25.7M 0.25% 118
2021
Q1 		$27.8M Buy
+1,020,460
New +$27.7M 0.14% 122

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

Champlain Investment Partners's BWIN Position: Q2 2026 in Review

Champlain Investment Partners reduced its Baldwin Insurance Group (BWIN) stake by 17% in Q2 2026, selling an estimated $3.7M and leaving 863,038 shares worth $22.9M. The position accounts for 0.59% of the portfolio, ranked #81.

Champlain Investment Partners first reported a position in BWIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $150M in Q2 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Champlain Investment Partners held 863,038 shares of Baldwin Insurance Group worth $22.9M as of Q2 2026.
  • Champlain Investment Partners sold 171,222 Baldwin Insurance Group shares in Q2 2026, an estimated $3.7M.
  • Baldwin Insurance Group made up 0.59% of Champlain Investment Partners's portfolio in Q2 2026, its #81 holding.
  • Champlain Investment Partners first reported a position in Baldwin Insurance Group in Q1 2021 and has held it in 22 quarters since.
  • Champlain Investment Partners's Baldwin Insurance Group position peaked at $150M in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.