Comerica Bank’s Baldwin Insurance Group BWIN Stock Holding History

Comerica Bank’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 Q4	$670K	Sell	27,880 -43,688	-61%	-$1.11M	﹤0.01%	1727
2025 Q3	$2.02M	Sell	71,568 -5,711	-7%	-$198K	0.01%	1156
2025 Q2	$3.31M	Sell	77,279 -1,832	-2%	-$74.3K	0.01%	878
2025 Q1	$3.54M	Buy	79,111 +19,762	+33%	+$805K	0.01%	829
2024 Q4	$2.3M	Buy	59,349 +2,970	+5%	+$139K	0.01%	1066
2024 Q3	$2.81M	Buy	56,379 +51,589	+1,077%	+$2.24M	0.01%	985
2024 Q2	$170K	Buy	4,790 +549	+13%	+$17K	﹤0.01%	2330
2024 Q1	$123K	Buy	4,241 +248	+6%	+$6.51K	﹤0.01%	2469
2023 Q4	$95.9K	Buy	3,993 +66	+2%	+$1.4K	﹤0.01%	2512
2023 Q3	$91.2K	Buy	+3,927	New	+$98.2K	﹤0.01%	2508

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

WHG

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

Comerica Bank's BWIN Position: Q4 2025 in Review

Comerica Bank reduced its Baldwin Insurance Group (BWIN) stake by 61% in Q4 2025, selling an estimated $1.11M and leaving 27,880 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Comerica Bank first reported a position in BWIN in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q1 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Comerica Bank held 27,880 shares of Baldwin Insurance Group worth $670K as of Q4 2025.
Comerica Bank sold 43,688 Baldwin Insurance Group shares in Q4 2025, an estimated $1.11M.
Baldwin Insurance Group made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1727 holding.
Comerica Bank first reported a position in Baldwin Insurance Group in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's Baldwin Insurance Group position peaked at $3.54M in Q1 2025.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.