CB
BWIN

Commerce Bank’s Baldwin Insurance Group BWIN Stock Holding History

Commerce 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
Q3 		– Sell
-8,762
Closed -$375K – 1256
2025
Q2 		$375K Hold
8,762
– – ﹤0.01% 957
2025
Q1 		$392K Sell
8,762
-78
-0.9% -$3.18K ﹤0.01% 919
2024
Q4 		$343K Sell
8,840
-85
-1% -$3.96K ﹤0.01% 984
2024
Q3 		$444K Sell
8,925
-290
-3% -$12.6K ﹤0.01% 934
2024
Q2 		$327K Buy
+9,215
New +$285K ﹤0.01% 998

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Commerce Bank's BWIN Position: Q3 2025 in Review

Commerce Bank sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 8,762 shares — an estimated $375K sold.

Commerce Bank first reported a position in BWIN in Q2 2024 and held it in 5 quarters. The position peaked at $444K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Commerce Bank reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Commerce Bank sold 8,762 Baldwin Insurance Group shares in Q3 2025, an estimated $375K.
  • Commerce Bank first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 5 quarters.
  • Commerce Bank's Baldwin Insurance Group position peaked at $444K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Commerce Bank's 13F filing for Q3 2025, filed 12 Nov 2025.