EWA
BWIN

EverSource Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

EverSource Wealth 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
2026
Q1 		$28K Buy
1,278
+900
+238% +$19.5K ﹤0.01% 2278
2025
Q4 		$9.08K Buy
378
+336
+800% +$8.56K ﹤0.01% 2848
2025
Q3 		$1.19K Sell
42
-227
-84% -$7.88K ﹤0.01% 3711
2025
Q2 		$11.5K Buy
269
+185
+220% +$7.51K ﹤0.01% 2713
2025
Q1 		$3.75K Buy
84
+60
+250% +$2.44K ﹤0.01% 2635
2024
Q4 		$930 Buy
24
+12
+100% +$560 ﹤0.01% 2993
2024
Q3 		$598 Hold
12
– – ﹤0.01% 2832
2024
Q2 		$525 Buy
+12
New +$371 ﹤0.01% 2880

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return