Franklin Resources
BWIN

Franklin Resources’s Baldwin Insurance Group BWIN Stock Holding History

Franklin Resources’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
Q2 		– Sell
-34,006
Closed -$1.52M – 3151
2025
Q1 		$1.52M Buy
+34,006
New +$1.39M ﹤0.01% 1799
2023
Q4 		– Sell
-9,499
Closed -$221K – 2738
2023
Q3 		$221K Sell
9,499
-45,125
-83% -$1.13M ﹤0.01% 2286
2023
Q2 		$1.35M Sell
54,624
-266,477
-83% -$6.31M ﹤0.01% 1543
2023
Q1 		$8.18M Sell
321,101
-39,752
-11% -$1.1M ﹤0.01% 972
2022
Q4 		$9.07M Sell
360,853
-2,787
-0.8% -$76.8K ﹤0.01% 968
2022
Q3 		$9.58M Buy
363,640
+12
+0% +$342 0.01% 943
2022
Q2 		$8.78M Buy
363,628
+90,802
+33% +$2.21M ﹤0.01% 983
2022
Q1 		$7.32M Buy
272,826
+42,746
+19% +$1.23M ﹤0.01% 1086
2021
Q4 		$8.31M Buy
230,080
+85
+0% +$3.14K ﹤0.01% 1107
2021
Q3 		$7.66M Sell
229,995
-13,852
-6% -$434K ﹤0.01% 1112
2021
Q2 		$6.5M Buy
243,847
+101,900
+72% +$2.76M ﹤0.01% 1080
2021
Q1 		$3.87M Hold
141,947
– – ﹤0.01% 1173
2020
Q4 		$4.25M Sell
141,947
-78,800
-36% -$2.28M ﹤0.01% 1130
2020
Q3 		$5.5M Sell
220,747
-79,253
-26% -$1.72M ﹤0.01% 1031
2020
Q2 		$5.26M Buy
+300,000
New +$3.62M ﹤0.01% 994

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources's BWIN Position: Q2 2025 in Review

Franklin Resources sold out of Baldwin Insurance Group (BWIN) in Q2 2025, closing a stake of 34,006 shares — an estimated $1.52M sold.

Franklin Resources first reported a position in BWIN in Q2 2020 and held it in 15 quarters. The position peaked at $9.58M in Q3 2022. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

  • Franklin Resources reported no remaining Baldwin Insurance Group position as of Q2 2025 after selling out during the quarter.
  • Franklin Resources sold 34,006 Baldwin Insurance Group shares in Q2 2025, an estimated $1.52M.
  • Franklin Resources first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 15 quarters.
  • Franklin Resources's Baldwin Insurance Group position peaked at $9.58M in Q3 2022.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on Franklin Resources's 13F filing for Q2 2025, filed 12 Aug 2025.