CWP
BWIN

Cyndeo Wealth Partners’s Baldwin Insurance Group BWIN Stock Holding History

Cyndeo Wealth Partners’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
-4,998
Closed -$214K – 499
2025
Q2 		$214K Buy
+4,998
New +$203K 0.01% 439
2024
Q4 		– Sell
-4,414
Closed -$220K – 468
2024
Q3 		$220K Buy
+4,414
New +$192K 0.02% 421

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

Cyndeo Wealth Partners's BWIN Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 4,998 shares — an estimated $214K sold.

Cyndeo Wealth Partners first reported a position in BWIN in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,998 Baldwin Insurance Group shares in Q3 2025, an estimated $214K.
  • Cyndeo Wealth Partners first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Baldwin Insurance Group position peaked at $220K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.