Federated Hermes’s Baldwin Insurance Group BWIN Stock Holding History

Federated Hermes’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	-43,849	Closed	-$1.24M	–	2241
2025 Q3	$1.24M	Buy	+43,849	New	+$1.52M	﹤0.01%	1085
2023 Q1	–	Sell	-2,199	Closed	-$55.3K	–	2284
2022 Q4	$55.3K	Buy	+2,199	New	+$60.6K	﹤0.01%	1704
2021 Q1	–	Sell	-125,395	Closed	-$3.76M	–	2357
2020 Q4	$3.76M	Buy	125,395 +117,682	+1,526%	+$3.4M	0.01%	886
2020 Q3	$192K	Sell	7,713 -12,287	-61%	-$266K	﹤0.01%	1659
2020 Q2	$345K	Sell	20,000 -80,000	-80%	-$966K	﹤0.01%	1550
2020 Q1	$1.05M	Buy	100,000 +25,000	+33%	+$380K	﹤0.01%	1122
2019 Q4	$1.2M	Buy	+75,000	New	+$1.2M	﹤0.01%	1206

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

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

Federated Hermes's BWIN Position: Q4 2025 in Review

Federated Hermes sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 43,849 shares — an estimated $1.24M sold.

Federated Hermes first reported a position in BWIN in Q4 2019 and held it in 7 quarters. The position peaked at $3.76M in Q4 2020. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Federated Hermes reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
Federated Hermes sold 43,849 Baldwin Insurance Group shares in Q4 2025, an estimated $1.24M.
Federated Hermes first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 7 quarters.
Federated Hermes's Baldwin Insurance Group position peaked at $3.76M in Q4 2020.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.