EA
BWIN

Emerald Advisers’s Baldwin Insurance Group BWIN Stock Holding History

Emerald Advisers’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
-195,520
Closed -$5.52M – 265
2025
Q3 		$5.52M Sell
195,520
-610,770
-76% -$21.2M 0.18% 116
2025
Q2 		$34.5M Buy
806,290
+61,669
+8% +$2.5M 1.27% 25
2025
Q1 		$33.3M Sell
744,621
-122,451
-14% -$4.99M 1.5% 17
2024
Q4 		$33.6M Sell
867,072
-17,227
-2% -$803K 1.3% 19
2024
Q3 		$44M Buy
884,299
+15,554
+2% +$676K 1.7% 9
2024
Q2 		$30.8M Sell
868,745
-24,847
-3% -$769K 1.29% 23
2024
Q1 		$25.9M Buy
893,592
+5,375
+0.6% +$141K 1.04% 34
2023
Q4 		$21.3M Sell
888,217
-45,869
-5% -$975K 0.91% 42
2023
Q3 		$21.7M Sell
934,086
-221
-0% -$5.53K 1.05% 32
2023
Q2 		$23.2M Sell
934,307
-92,183
-9% -$2.18M 1.01% 39
2023
Q1 		$26.1M Sell
1,026,490
-90,519
-8% -$2.51M 1.25% 22
2022
Q4 		$28.1M Sell
1,117,009
-19,545
-2% -$538K 1.36% 18
2022
Q3 		$29.9M Buy
1,136,554
+894
+0.1% +$25.5K 1.54% 11
2022
Q2 		$27.4M Sell
1,135,660
-49,036
-4% -$1.19M 1.41% 20
2022
Q1 		$31.8M Buy
1,184,696
+114,030
+11% +$3.29M 1.21% 25
2021
Q4 		$38.7M Sell
1,070,666
-37,303
-3% -$1.38M 1.43% 15
2021
Q3 		$36.9M Buy
1,107,969
+1,501
+0.1% +$47K 1.34% 17
2021
Q2 		$29.5M Sell
1,106,468
-137,283
-11% -$3.72M 1.07% 29
2021
Q1 		$33.9M Sell
1,243,751
-155,982
-11% -$4.24M 1.22% 18
2020
Q4 		$42M Buy
1,399,733
+176,659
+14% +$5.11M 1.39% 13
2020
Q3 		$30.5M Sell
1,223,074
-9,780
-0.8% -$212K 1.25% 21
2020
Q2 		$21.3M Buy
1,232,854
+424,566
+53% +$5.12M 0.93% 42
2020
Q1 		$8.53M Buy
808,288
+1,660
+0.2% +$25.2K 0.49% 75
2019
Q4 		$12.9M Buy
+806,628
New +$12.9M 0.55% 77

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

Emerald Advisers's BWIN Position: Q4 2025 in Review

Emerald Advisers sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 195,520 shares — an estimated $5.52M sold.

Emerald Advisers first reported a position in BWIN in Q4 2019 and held it in 24 quarters. The position peaked at $44M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Emerald Advisers reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Emerald Advisers sold 195,520 Baldwin Insurance Group shares in Q4 2025, an estimated $5.52M.
  • Emerald Advisers first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 24 quarters.
  • Emerald Advisers's Baldwin Insurance Group position peaked at $44M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Emerald Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.