Granite Investment Partners’s Baldwin Insurance Group BWIN Stock Holding History

Granite Investment Partners’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 Q3	–	Sell	-345,079	Closed	-$14.8M	–	274
2025 Q2	$14.8M	Buy	345,079 +62,173	+22%	+$2.52M	0.72%	50
2025 Q1	$12.6M	Sell	282,906 -14,461	-5%	-$589K	0.64%	59
2024 Q4	$11.5M	Sell	297,367 -6,643	-2%	-$310K	0.5%	70
2024 Q3	$15.1M	Sell	304,010 -24,284	-7%	-$1.06M	0.65%	58
2024 Q2	$11.6M	Sell	328,294 -41,249	-11%	-$1.28M	0.48%	74
2024 Q1	$10.7M	Sell	369,543 -1,022	-0.3%	-$26.8K	0.41%	82
2023 Q4	$8.9M	Sell	370,565 -301,991	-45%	-$6.42M	0.35%	87
2023 Q3	$15.6M	Buy	672,556 +6,966	+1%	+$174K	0.65%	55
2023 Q2	$16.5M	Sell	665,590 -42	-0%	-$994	0.66%	61
2023 Q1	$16.9M	Buy	+665,632	New	+$18.5M	0.71%	58

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

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

Granite Investment Partners's BWIN Position: Q3 2025 in Review

Granite Investment Partners sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 345,079 shares — an estimated $14.8M sold.

Granite Investment Partners first reported a position in BWIN in Q1 2023 and held it in 10 quarters. The position peaked at $16.9M in Q1 2023. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Granite Investment Partners reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Granite Investment Partners sold 345,079 Baldwin Insurance Group shares in Q3 2025, an estimated $14.8M.
Granite Investment Partners first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 10 quarters.
Granite Investment Partners's Baldwin Insurance Group position peaked at $16.9M in Q1 2023.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Granite Investment Partners's 13F filing for Q3 2025, filed 10 Nov 2025.