Concourse Financial Group Securities’s Baldwin Insurance Group BWIN Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-32	Closed	-$1.33K	–	2188
2024 Q4	$1.33K	Buy	32 +1	+3%	+$47	﹤0.01%	2062
2024 Q3	$1.54K	Sell	31 -2	-6%	-$87	﹤0.01%	2018
2024 Q2	$1.17K	Sell	33 -1	-3%	-$31	﹤0.01%	2103
2024 Q1	$983	Buy	+34	New	+$893	﹤0.01%	2141
2023 Q4	–	Sell	-17	Closed	-$361	–	2398
2023 Q3	$394	Sell	17 -7	-29%	-$175	﹤0.01%	2206
2023 Q2	$594	Hold	24	–	–	﹤0.01%	2208
2023 Q1	$611	Sell	24 -7	-23%	-$194	﹤0.01%	2232
2022 Q4	$779	Buy	31 +1	+3%	+$28	﹤0.01%	2203
2022 Q3	$1K	Buy	+30	New	+$854	﹤0.01%	1948

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concourse Financial Group Securities's BWIN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 32 shares — an estimated $1.33K sold.

Concourse Financial Group Securities first reported a position in BWIN in Q3 2022 and held it in 9 quarters. The position peaked at $1.54K in Q3 2024. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

Concourse Financial Group Securities reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 32 Baldwin Insurance Group shares in Q1 2025, an estimated $1.33K.
Concourse Financial Group Securities first reported a position in Baldwin Insurance Group in Q3 2022 and held it in 9 quarters.
Concourse Financial Group Securities's Baldwin Insurance Group position peaked at $1.54K in Q3 2024.
221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.