First Horizon Corporation’s Baldwin Insurance Group BWIN Stock Holding History

First Horizon Corporation’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	–	Sell	-959	Closed	-$23K	–	1556
2025 Q4	$23K	Buy	959 +427	+80%	+$10.9K	﹤0.01%	908
2025 Q3	$15K	Buy	+532	New	+$18.5K	﹤0.01%	951

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Horizon Corporation's BWIN Position: Q1 2026 in Review

First Horizon Corporation sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 959 shares — an estimated $23K sold.

First Horizon Corporation first reported a position in BWIN in Q3 2025 and held it in 2 quarters. The position peaked at $23K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

First Horizon Corporation reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
First Horizon Corporation sold 959 Baldwin Insurance Group shares in Q1 2026, an estimated $23K.
First Horizon Corporation first reported a position in Baldwin Insurance Group in Q3 2025 and held it in 2 quarters.
First Horizon Corporation's Baldwin Insurance Group position peaked at $23K in Q4 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on First Horizon Corporation's 13F filing for Q1 2026, filed 30 Apr 2026.