D.E. Shaw & Co
BWIN

D.E. Shaw & Co’s Baldwin Insurance Group BWIN Stock Holding History

D.E. Shaw & Co’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 		– Sell
-41,319
Closed -$1.17M – 5155
2025
Q3 		$1.17M Sell
41,319
-207,897
-83% -$7.22M ﹤0.01% 3364
2025
Q2 		$10.7M Buy
249,216
+29,987
+14% +$1.22M 0.01% 1438
2025
Q1 		$9.8M Buy
219,229
+119,667
+120% +$4.87M 0.01% 1416
2024
Q4 		$3.86M Buy
+99,562
New +$4.64M ﹤0.01% 2193
2023
Q1 		– Sell
-76,865
Closed -$1.93M – 5002
2022
Q4 		$1.93M Sell
76,865
-49,080
-39% -$1.35M ﹤0.01% 2973
2022
Q3 		$3.32M Buy
125,945
+21,092
+20% +$601K 0.01% 2527
2022
Q2 		$2.53M Sell
104,853
-40,796
-28% -$992K ﹤0.01% 2858
2022
Q1 		$3.91M Buy
145,649
+4,505
+3% +$130K 0.01% 2604
2021
Q4 		$5.1M Buy
141,144
+78,976
+127% +$2.92M 0.01% 2352
2021
Q3 		$2.07M Buy
+62,168
New +$1.95M ﹤0.01% 3005
2020
Q3 		– Sell
-19,890
Closed -$344K – 4279
2020
Q2 		$344K Buy
+19,890
New +$240K ﹤0.01% 3564
2020
Q1 		– Sell
-54,361
Closed -$872K – 4372
2019
Q4 		$872K Buy
+54,361
New +$867K ﹤0.01% 3076

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return