CWM
BWIN

CIBC World Markets’s Baldwin Insurance Group BWIN Stock Holding History

CIBC World Markets’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
Q2 		$371K Sell
8,663
-6,310
-42% -$256K ﹤0.01% 995
2025
Q1 		$669K Buy
14,973
+8,736
+140% +$356K 0.01% 863
2024
Q4 		$242K Buy
+6,237
New +$291K ﹤0.01% 1036

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIBC World Markets's BWIN Position: Q2 2025 in Review

CIBC World Markets reduced its Baldwin Insurance Group (BWIN) stake by 42% in Q2 2025, selling an estimated $256K and leaving 8,663 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

CIBC World Markets first reported a position in BWIN in Q4 2024 and has held it in 3 quarters since. The position peaked at $669K in Q1 2025. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

  • CIBC World Markets held 8,663 shares of Baldwin Insurance Group worth $371K as of Q2 2025.
  • CIBC World Markets sold 6,310 Baldwin Insurance Group shares in Q2 2025, an estimated $256K.
  • Baldwin Insurance Group made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #995 holding.
  • CIBC World Markets first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Baldwin Insurance Group position peaked at $669K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.