FCM
BWIN

FJ Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

FJ Capital Management’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
-10,454
Closed -$251K – 172
2025
Q4 		$251K Buy
+10,454
New +$266K 0.03% 120

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FJ Capital Management's BWIN Position: Q1 2026 in Review

FJ Capital Management sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 10,454 shares — an estimated $251K sold.

FJ Capital Management first reported a position in BWIN in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • FJ Capital Management reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • FJ Capital Management sold 10,454 Baldwin Insurance Group shares in Q1 2026, an estimated $251K.
  • FJ Capital Management first reported a position in Baldwin Insurance Group in Q4 2025 and held it in 1 quarter.
  • FJ Capital Management's Baldwin Insurance Group position peaked at $251K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.