C
BWIN

Covestor’s Baldwin Insurance Group BWIN Stock Holding History

Covestor’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
2026
Q1 		$0 Buy
6
+3
+100% +$65 ﹤0.01% 2883
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2851
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2894
2025
Q2 		$0 Sell
3
-1
-25% -$41 ﹤0.01% 2853
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2827
2024
Q4 		$0 Buy
4
+1
+33% +$47 ﹤0.01% 2841
2024
Q3 		$0 Sell
3
-2
-40% -$87 ﹤0.01% 2868
2024
Q2 		$0 Hold
5
– – ﹤0.01% 2853
2024
Q1 		$0 Hold
5
– – ﹤0.01% 2847
2023
Q4 		$0 Sell
5
-1
-17% -$21 ﹤0.01% 2837
2023
Q3 		$0 Sell
6
-1
-14% -$25 ﹤0.01% 2832
2023
Q2 		$0 Hold
7
– – ﹤0.01% 2762
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2696
2022
Q4 		$0 Hold
7
– – ﹤0.01% 2714
2022
Q3 		$0 Sell
7
-2
-22% -$57 ﹤0.01% 2723
2022
Q2 		$0 Sell
9
-2
-18% -$49 ﹤0.01% 2454
2022
Q1 		$0 Sell
11
-3
-21% -$86 ﹤0.01% 2541
2021
Q4 		$1K Buy
+14
New +$517 ﹤0.01% 2006

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return