HSBC Holdings
BWIN

HSBC Holdings’s Baldwin Insurance Group BWIN Stock Holding History

HSBC Holdings’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
2024
Q4 		– Sell
-9,491
Closed -$475K – 3262
2024
Q3 		$475K Buy
9,491
+943
+11% +$41K ﹤0.01% 2039
2024
Q2 		$301K Sell
8,548
-99
-1% -$3.06K ﹤0.01% 2273
2024
Q1 		$250K Buy
+8,647
New +$227K ﹤0.01% 2559
2020
Q1 		– Sell
-14,021
Closed -$224K – 3079
2019
Q4 		$224K Buy
+14,021
New +$224K ﹤0.01% 2745

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

HSBC Holdings's BWIN Position: Q4 2024 in Review

HSBC Holdings sold out of Baldwin Insurance Group (BWIN) in Q4 2024, closing a stake of 9,491 shares — an estimated $475K sold.

HSBC Holdings first reported a position in BWIN in Q4 2019 and held it in 4 quarters. The position peaked at $475K in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • HSBC Holdings reported no remaining Baldwin Insurance Group position as of Q4 2024 after selling out during the quarter.
  • HSBC Holdings sold 9,491 Baldwin Insurance Group shares in Q4 2024, an estimated $475K.
  • HSBC Holdings first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 4 quarters.
  • HSBC Holdings's Baldwin Insurance Group position peaked at $475K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.