Dynamic Technology Lab’s Baldwin Insurance Group BWIN Stock Holding History

Dynamic Technology Lab’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 Q1	–	Sell	-13,460	Closed	-$522K	–	1426
2024 Q4	$522K	Buy	+13,460	New	+$628K	0.08%	417
2023 Q2	–	Sell	-23,340	Closed	-$594K	–	1477
2023 Q1	$594K	Buy	+23,340	New	+$648K	0.05%	564
2021 Q3	–	Sell	-10,247	Closed	-$273K	–	1526
2021 Q2	$273K	Buy	+10,247	New	+$278K	0.03%	825
2020 Q4	–	Sell	-16,413	Closed	-$409K	–	1412
2020 Q3	$409K	Buy	+16,413	New	+$355K	0.07%	538

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dynamic Technology Lab's BWIN Position: Q1 2025 in Review

Dynamic Technology Lab sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 13,460 shares — an estimated $522K sold.

Dynamic Technology Lab first reported a position in BWIN in Q3 2020 and held it in 4 quarters. The position peaked at $594K in Q1 2023. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

Dynamic Technology Lab reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
Dynamic Technology Lab sold 13,460 Baldwin Insurance Group shares in Q1 2025, an estimated $522K.
Dynamic Technology Lab first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 4 quarters.
Dynamic Technology Lab's Baldwin Insurance Group position peaked at $594K in Q1 2023.
221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Dynamic Technology Lab's 13F filing for Q1 2025, filed 16 May 2025.