Chas P. Smith & Associates (CPS)’s Baldwin Insurance Group BWIN Stock Holding History

Chas P. Smith & Associates (CPS)’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	$3.3M	Buy	150,183 +92,923	+162%	+$2.01M	0.18%	54
2025 Q4	$1.38M	Hold	57,260	–	–	0.07%	67
2025 Q3	$1.62M	Hold	57,260	–	–	0.14%	53
2025 Q2	$2.45M	Sell	57,260 -12,080	-17%	-$490K	0.14%	58
2025 Q1	$3.1M	Buy	+69,340	New	+$2.82M	0.18%	54
2024 Q4	–	Sell	-4,548	Closed	-$226K	–	164
2024 Q3	$226K	Buy	+4,548	New	+$198K	0.01%	148
2024 Q2	–	Sell	-52,295	Closed	-$1.51M	–	155
2024 Q1	$1.51M	Buy	+52,295	New	+$1.37M	0.09%	56

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s BWIN Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) increased its Baldwin Insurance Group (BWIN) stake by 162% in Q1 2026, buying an estimated $2.01M and bringing the position to 150,183 shares worth $3.3M. The position accounts for 0.18% of the portfolio, ranked #54.

Chas P. Smith & Associates (CPS) first reported a position in BWIN in Q1 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Chas P. Smith & Associates (CPS) held 150,183 shares of Baldwin Insurance Group worth $3.3M as of Q1 2026.
Chas P. Smith & Associates (CPS) bought 92,923 Baldwin Insurance Group shares in Q1 2026, an estimated $2.01M.
Baldwin Insurance Group made up 0.18% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #54 holding.
Chas P. Smith & Associates (CPS) first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.