DS
BWIN

David Shaw’s Baldwin Insurance Group BWIN Stock Holding History

David Shaw’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 – 5095
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 – 4940
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 – 4230
2020
Q2 		$344K Buy
+19,890
New +$240K ﹤0.01% 3564
2020
Q1 		– Sell
-54,361
Closed -$872K – 4326
2019
Q4 		$872K Buy
+54,361
New +$867K ﹤0.01% 3076

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

David Shaw's BWIN Position: Q4 2025 in Review

David Shaw sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 41,319 shares — an estimated $1.17M sold.

David Shaw first reported a position in BWIN in Q4 2019 and held it in 12 quarters. The position peaked at $10.7M in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • David Shaw reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • David Shaw sold 41,319 Baldwin Insurance Group shares in Q4 2025, an estimated $1.17M.
  • David Shaw first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 12 quarters.
  • David Shaw's Baldwin Insurance Group position peaked at $10.7M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on D.E. Shaw & Co's 13F filing for Q4 2025, filed 17 Feb 2026.