EntryPoint Capital’s Baldwin Insurance Group BWIN Stock Holding History

EntryPoint Capital’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	-4,796	Closed	-$214K	–	854
2025 Q1	$214K	Buy	+4,796	New	+$195K	0.1%	496
2024 Q4	–	Sell	-9,457	Closed	-$471K	–	1002
2024 Q3	$471K	Buy	9,457 +8,270	+697%	+$360K	0.27%	64
2024 Q2	$42.1K	Sell	1,187 -3,630	-75%	-$112K	0.06%	586
2024 Q1	$139K	Buy	+4,817	New	+$127K	0.13%	254

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

EntryPoint Capital's BWIN Position: Q2 2025 in Review

EntryPoint Capital sold out of Baldwin Insurance Group (BWIN) in Q2 2025, closing a stake of 4,796 shares — an estimated $214K sold.

EntryPoint Capital first reported a position in BWIN in Q1 2024 and held it in 4 quarters. The position peaked at $471K in Q3 2024. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

EntryPoint Capital reported no remaining Baldwin Insurance Group position as of Q2 2025 after selling out during the quarter.
EntryPoint Capital sold 4,796 Baldwin Insurance Group shares in Q2 2025, an estimated $214K.
EntryPoint Capital first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 4 quarters.
EntryPoint Capital's Baldwin Insurance Group position peaked at $471K in Q3 2024.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.