Envestnet Portfolio Solutions’s Baldwin Insurance Group BWIN Stock Holding History

Envestnet Portfolio Solutions’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 Q3	–	Sell	-5,444	Closed	-$233K	–	1592
2025 Q2	$233K	Sell	5,444 -307	-5%	-$12.5K	﹤0.01%	1444
2025 Q1	$257K	Sell	5,751 -1,889	-25%	-$76.9K	﹤0.01%	1363
2024 Q4	$296K	Sell	7,640 -112	-1%	-$5.22K	﹤0.01%	1516
2024 Q3	$386K	Buy	7,752 +167	+2%	+$7.26K	﹤0.01%	1325
2024 Q2	$269K	Buy	+7,585	New	+$235K	﹤0.01%	1438

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Envestnet Portfolio Solutions's BWIN Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 5,444 shares — an estimated $233K sold.

Envestnet Portfolio Solutions first reported a position in BWIN in Q2 2024 and held it in 5 quarters. The position peaked at $386K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,444 Baldwin Insurance Group shares in Q3 2025, an estimated $233K.
Envestnet Portfolio Solutions first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 5 quarters.
Envestnet Portfolio Solutions's Baldwin Insurance Group position peaked at $386K in Q3 2024.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.