Henshaw Capital’s Baldwin Insurance Group BWIN Stock Holding History

Henshaw Capital’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	-15,326	Closed	-$432K	–	274
2025 Q3	$432K	Sell	15,326 -5,702	-27%	-$198K	0.02%	198
2025 Q2	$900K	Hold	21,028	–	–	0.04%	167
2025 Q1	$940K	Hold	21,028	–	–	0.04%	148
2024 Q4	$815K	Hold	21,028	–	–	0.03%	143
2024 Q3	$1.05M	Sell	21,028 -4,539	-18%	-$197K	0.04%	121
2024 Q2	$907K	Buy	25,567 +418	+2%	+$12.9K	0.04%	121
2024 Q1	$728K	Hold	25,149	–	–	0.03%	136
2023 Q4	$604K	Buy	25,149 +10,550	+72%	+$224K	0.03%	147
2023 Q3	$339K	Buy	+14,599	New	+$365K	0.02%	212

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Henshaw Capital's BWIN Position: Q4 2025 in Review

Henshaw Capital sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 15,326 shares — an estimated $432K sold.

Henshaw Capital first reported a position in BWIN in Q3 2023 and held it in 9 quarters. The position peaked at $1.05M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Henshaw Capital reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 15,326 Baldwin Insurance Group shares in Q4 2025, an estimated $432K.
Henshaw Capital first reported a position in Baldwin Insurance Group in Q3 2023 and held it in 9 quarters.
Henshaw Capital's Baldwin Insurance Group position peaked at $1.05M in Q3 2024.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.