DFP
BWIN

Defined Financial Planning’s Baldwin Insurance Group BWIN Stock Holding History

Defined Financial Planning’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
Q2 		– Sell
-5,915
Closed -$260K – 94
2025
Q1 		$260K Hold
5,915
– – 0.26% 66
2024
Q4 		$229K Buy
+5,915
New +$276K 0.24% 65

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Defined Financial Planning's BWIN Position: Q2 2025 in Review

Defined Financial Planning sold out of Baldwin Insurance Group (BWIN) in Q2 2025, closing a stake of 5,915 shares — an estimated $260K sold.

Defined Financial Planning first reported a position in BWIN in Q4 2024 and held it in 2 quarters. The position peaked at $260K in Q1 2025. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

  • Defined Financial Planning reported no remaining Baldwin Insurance Group position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 5,915 Baldwin Insurance Group shares in Q2 2025, an estimated $260K.
  • Defined Financial Planning first reported a position in Baldwin Insurance Group in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Baldwin Insurance Group position peaked at $260K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.