IA
BWIN

IFP Advisors’s Baldwin Insurance Group BWIN Stock Holding History

IFP Advisors’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
2026
Q1 		$64K Buy
2,916
+37
+1% +$800 ﹤0.01% 2114
2025
Q4 		$69.2K Sell
2,879
-11
-0.4% -$280 ﹤0.01% 2011
2025
Q3 		$81.5K Buy
2,890
+67
+2% +$2.33K ﹤0.01% 1816
2025
Q2 		$128K Buy
2,823
+2,748
+3,664% +$111K ﹤0.01% 1507
2025
Q1 		$4.42K Hold
75
– – ﹤0.01% 2891
2024
Q4 		$3.84K Sell
75
-12
-14% -$560 ﹤0.01% 2898
2024
Q3 		$4.33K Hold
87
– – ﹤0.01% 2710
2024
Q2 		$3.09K Hold
87
– – ﹤0.01% 2717
2024
Q1 		$2.52K Sell
87
-87
-50% -$2.29K ﹤0.01% 2632
2023
Q4 		$4.18K Buy
174
+87
+100% +$1.85K ﹤0.01% 2484
2023
Q3 		$2.02K Hold
87
– – ﹤0.01% 2836
2023
Q2 		$2.16K Hold
87
– – ﹤0.01% 2853
2023
Q1 		$1.42K Hold
87
– – ﹤0.01% 2997
2022
Q4 		$1K Hold
87
– – ﹤0.01% 4526
2022
Q3 		$1K Hold
87
– – ﹤0.01% 4713
2022
Q2 		$1K Hold
87
– – ﹤0.01% 4482
2022
Q1 		$1K Buy
+87
New +$2.51K ﹤0.01% 4480

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return