FFO
BWIN

Fortitude Family Office’s Baldwin Insurance Group BWIN Stock Holding History

Fortitude Family Office’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
-20
Closed -$564 – 2159
2025
Q3 		$564 Hold
20
– – ﹤0.01% 1763
2025
Q2 		$856 Buy
+20
New +$811 ﹤0.01% 1586

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
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

Fortitude Family Office's BWIN Position: Q4 2025 in Review

Fortitude Family Office sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 20 shares — an estimated $564 sold.

Fortitude Family Office first reported a position in BWIN in Q2 2025 and held it in 2 quarters. The position peaked at $856 in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Fortitude Family Office reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 20 Baldwin Insurance Group shares in Q4 2025, an estimated $564.
  • Fortitude Family Office first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 2 quarters.
  • Fortitude Family Office's Baldwin Insurance Group position peaked at $856 in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.