Group One Trading’s Baldwin Insurance Group BWIN Stock Holding History

Group One Trading’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	-9,000	Closed	-$254K	–	9363
2025 Q3	$254K	Buy	9,000 +5,300	+143%	+$184K	﹤0.01%	4410
2025 Q2	$158K	Buy	3,700 +3,200	+640%	+$130K	﹤0.01%	4565
2025 Q1	$22.3K	Buy	+500	New	+$20.4K	﹤0.01%	5745
2024 Q3	–	Sell	-10,400	Closed	-$369K	–	7496
2024 Q2	$369K	Buy	10,400 +10,200	+5,100%	+$316K	﹤0.01%	2843
2024 Q1	$5.79K	Buy	+200	New	+$5.25K	﹤0.01%	6122
2023 Q4	–	Sell	-1,500	Closed	-$34.8K	–	8319
2023 Q3	$34.8K	Sell	1,500 -8,500	-85%	-$213K	﹤0.01%	5424
2023 Q2	$248K	Buy	+10,000	New	+$237K	﹤0.01%	3719
2022 Q3	–	Sell	-100	Closed	-$2K	–	8374
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	7455
2022 Q1	$3K	Sell	100 -300	-75%	-$8.64K	﹤0.01%	7665
2021 Q4	$14K	Sell	400 -5,100	-93%	-$188K	﹤0.01%	7197
2021 Q3	$183K	Buy	5,500 +5,300	+2,650%	+$166K	﹤0.01%	5266
2021 Q2	$5K	Buy	+200	New	+$5.42K	﹤0.01%	7784

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Group One Trading's BWIN Position: Q3 2025 in Review

Group One Trading sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 149 shares — an estimated $5.17K sold.

Group One Trading first reported a position in BWIN in Q4 2021 and held it in 8 quarters. The position peaked at $242K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Group One Trading reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Group One Trading sold 149 Baldwin Insurance Group shares in Q3 2025, an estimated $5.17K.
Group One Trading first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 8 quarters.
Group One Trading's Baldwin Insurance Group position peaked at $242K in Q3 2024.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Group One Trading's 13F filing for Q3 2025, filed 12 Nov 2025.