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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
2025
Q2
–
Sell
-2,200
Closed
-$98.3K
–
15804
2025
Q1
$98.3K
Sell
2,200
-4,800
-69%
-$196K
﹤0.01%
11496
2024
Q4
$271K
Buy
7,000
+6,500
+1,300%
+$303K
﹤0.01%
9860
2024
Q3
$24.9K
Buy
500
+400
+400%
+$17.4K
﹤0.01%
12607
2024
Q2
$3.55K
Sell
100
-2,200
-96%
-$68.1K
﹤0.01%
13587
2024
Q1
$66.6K
Sell
2,300
-2,600
-53%
-$68.3K
﹤0.01%
11877
2023
Q4
$118K
Sell
4,900
-9,400
-66%
-$200K
﹤0.01%
10731
2023
Q3
$332K
Buy
14,300
+7,600
+113%
+$190K
﹤0.01%
8963
2023
Q2
$166K
Buy
6,700
+3,700
+123%
+$87.6K
﹤0.01%
10172
2023
Q1
$76.4K
Buy
3,000
+1,200
+67%
+$33.3K
﹤0.01%
11621
2022
Q4
$45.3K
Buy
+1,800
New
+$49.6K
﹤0.01%
12255
2021
Q4
–
Sell
-13,600
Closed
-$453K
–
15098
2021
Q3
$453K
Hold
13,600
–
–
﹤0.01%
10118
2021
Q2
$362K
Sell
13,600
-4,500
-25%
-$122K
﹤0.01%
10814
2021
Q1
$493K
Buy
+18,100
New
+$492K
﹤0.01%
9707
Other funds holding BWIN
Fidelity Investments
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$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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