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BWIN
Citadel Advisors’s
Baldwin Insurance Group
BWIN
Stock Holding History
Citadel Advisors’s Portfolio
BWIN Stock Details
BWIN Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$261K
Buy
+11,900
New
+$257K
﹤0.01%
10792
2025
Q4
–
Sell
-16,700
Closed
-$471K
–
14648
2025
Q3
$471K
Buy
16,700
+9,200
+123%
+$319K
﹤0.01%
9275
2025
Q2
$321K
Sell
7,500
-9,300
-55%
-$377K
﹤0.01%
9652
2025
Q1
$751K
Sell
16,800
-7,400
-31%
-$301K
﹤0.01%
7591
2024
Q4
$938K
Buy
24,200
+5,000
+26%
+$233K
﹤0.01%
7154
2024
Q3
$956K
Buy
19,200
+9,300
+94%
+$404K
﹤0.01%
6951
2024
Q2
$351K
Buy
9,900
+600
+6%
+$18.6K
﹤0.01%
8824
2024
Q1
$269K
Sell
9,300
-8,900
-49%
-$234K
﹤0.01%
9706
2023
Q4
$437K
Sell
18,200
-16,900
-48%
-$359K
﹤0.01%
8393
2023
Q3
$815K
Sell
35,100
-30,400
-46%
-$760K
﹤0.01%
7002
2023
Q2
$1.62M
Buy
65,500
+56,500
+628%
+$1.34M
﹤0.01%
5538
2023
Q1
$229K
Buy
9,000
+400
+5%
+$11.1K
﹤0.01%
9939
2022
Q4
$216K
Buy
+8,600
New
+$237K
﹤0.01%
9979
2022
Q2
–
Sell
-43,700
Closed
-$1.17M
–
14506
2022
Q1
$1.17M
Buy
43,700
+29,500
+208%
+$850K
﹤0.01%
7345
2021
Q4
$513K
Sell
14,200
-3,200
-18%
-$118K
﹤0.01%
9639
2021
Q3
$579K
Buy
+17,400
New
+$545K
﹤0.01%
9520
2021
Q2
–
Sell
-22,700
Closed
-$619K
–
14730
2021
Q1
$619K
Buy
+22,700
New
+$617K
﹤0.01%
9223
Other funds holding BWIN
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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