EMFAT
BWIN

Emerald Mutual Fund Advisers Trust’s Baldwin Insurance Group BWIN Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-52,120
Closed -$1.47M – 236
2025
Q3 		$1.47M Sell
52,120
-420,231
-89% -$14.6M 0.08% 137
2025
Q2 		$20.2M Buy
472,351
+18,211
+4% +$739K 1.23% 25
2025
Q1 		$20.3M Sell
454,140
-60,698
-12% -$2.47M 1.44% 18
2024
Q4 		$20M Sell
514,838
-138,795
-21% -$6.47M 1.21% 26
2024
Q3 		$32.6M Sell
653,633
-81,784
-11% -$3.56M 1.69% 11
2024
Q2 		$26.1M Buy
735,417
+3,304
+0.5% +$102K 1.37% 23
2024
Q1 		$21.2M Buy
732,113
+1,629
+0.2% +$42.8K 1.1% 32
2023
Q4 		$17.5M Sell
730,484
-29,033
-4% -$617K 0.93% 41
2023
Q3 		$17.6M Sell
759,517
-7,000
-0.9% -$175K 1.06% 31
2023
Q2 		$19M Sell
766,517
-54,573
-7% -$1.29M 1.03% 37
2023
Q1 		$20.9M Sell
821,090
-51,338
-6% -$1.43M 1.23% 23
2022
Q4 		$21.9M Sell
872,428
-130,700
-13% -$3.6M 1.36% 19
2022
Q3 		$26.4M Sell
1,003,128
-83,561
-8% -$2.38M 1.67% 7
2022
Q2 		$26.2M Hold
1,086,689
– – 1.52% 14
2022
Q1 		$29.2M Sell
1,086,689
-110,557
-9% -$3.18M 1.29% 21
2021
Q4 		$43.2M Sell
1,197,246
-53,910
-4% -$1.99M 1.52% 12
2021
Q3 		$41.7M Sell
1,251,156
-18,136
-1% -$568K 1.44% 15
2021
Q2 		$33.8M Sell
1,269,292
-52,004
-4% -$1.41M 1.11% 26
2021
Q1 		$36M Buy
1,321,296
+6,000
+0.5% +$163K 1.2% 17
2020
Q4 		$39.4M Buy
1,315,296
+151,821
+13% +$4.39M 1.37% 14
2020
Q3 		$29M Buy
1,163,475
+42,996
+4% +$931K 1.28% 19
2020
Q2 		$19.4M Buy
1,120,479
+316,232
+39% +$3.82M 0.91% 43
2020
Q1 		$8.48M Sell
804,247
-112,956
-12% -$1.72M 0.53% 68
2019
Q4 		$14.7M Buy
+917,203
New +$14.6M 0.6% 63

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 Mutual Fund Advisers Trust's BWIN Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 52,120 shares — an estimated $1.47M sold.

Emerald Mutual Fund Advisers Trust first reported a position in BWIN in Q4 2019 and held it in 24 quarters. The position peaked at $43.2M in Q4 2021. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 52,120 Baldwin Insurance Group shares in Q4 2025, an estimated $1.47M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 24 quarters.
  • Emerald Mutual Fund Advisers Trust's Baldwin Insurance Group position peaked at $43.2M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

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