EBA
BWIN

Eagle Bay Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Eagle Bay Advisors’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
-74
Closed -$2.87K – 982
2024
Q4 		$2.87K Sell
74
-86
-54% -$4.01K ﹤0.01% 806
2024
Q3 		$7.97K Sell
160
-103
-39% -$4.48K ﹤0.01% 841
2024
Q2 		$9.33K Sell
263
-175
-40% -$5.42K 0.01% 573
2024
Q1 		$12.7K Sell
438
-40
-8% -$1.05K 0.01% 522
2023
Q4 		$11.5K Sell
478
-3,301
-87% -$70.1K 0.01% 504
2023
Q3 		$87.8K Buy
3,779
+1,123
+42% +$28.1K 0.04% 278
2023
Q2 		$65.8K Sell
2,656
-572
-18% -$13.5K 0.04% 314
2023
Q1 		$82.2K Buy
3,228
+124
+4% +$3.44K 0.05% 292
2022
Q4 		$78K Buy
3,104
+116
+4% +$3.2K 0.04% 289
2022
Q3 		$80K Buy
2,988
+632
+27% +$18K 0.05% 248
2022
Q2 		$56.9K Buy
2,356
+1,309
+125% +$31.8K 0.03% 334
2022
Q1 		$28K Buy
1,047
+7
+0.7% +$202 0.02% 213
2021
Q4 		$38K Buy
1,040
+288
+38% +$10.6K 0.02% 446
2021
Q3 		$25K Sell
752
-240
-24% -$7.51K 0.01% 576
2021
Q2 		$28K Buy
+992
New +$26.9K 0.02% 481

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Eagle Bay Advisors's BWIN Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 74 shares — an estimated $2.87K sold.

Eagle Bay Advisors first reported a position in BWIN in Q2 2021 and held it in 15 quarters. The position peaked at $87.8K in Q3 2023. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 74 Baldwin Insurance Group shares in Q1 2025, an estimated $2.87K.
  • Eagle Bay Advisors first reported a position in Baldwin Insurance Group in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Baldwin Insurance Group position peaked at $87.8K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.