GW&K Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

GW&K Investment 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
2025 Q4	–	Sell	-17,762	Closed	-$501K	–	1028
2025 Q3	$501K	Sell	17,762 -555,762	-97%	-$19.3M	﹤0.01%	349
2025 Q2	$24.6M	Sell	573,524 -51,076	-8%	-$2.07M	0.22%	174
2025 Q1	$27.9M	Sell	624,600 -19,974	-3%	-$814K	0.26%	155
2024 Q4	$25M	Sell	644,574 -13,676	-2%	-$638K	0.21%	179
2024 Q3	$32.8M	Sell	658,250 -28,278	-4%	-$1.23M	0.28%	148
2024 Q2	$24.4M	Buy	+686,528	New	+$21.2M	0.22%	175

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

GW&K Investment Management's BWIN Position: Q4 2025 in Review

GW&K Investment Management sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 17,762 shares — an estimated $501K sold.

GW&K Investment Management first reported a position in BWIN in Q2 2024 and held it in 6 quarters. The position peaked at $32.8M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

GW&K Investment Management reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
GW&K Investment Management sold 17,762 Baldwin Insurance Group shares in Q4 2025, an estimated $501K.
GW&K Investment Management first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 6 quarters.
GW&K Investment Management's Baldwin Insurance Group position peaked at $32.8M in Q3 2024.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on GW&K Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.