Janney Montgomery Scott’s Baldwin Insurance Group BWIN Stock Holding History

Janney Montgomery Scott’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 Q3	–	Sell	-6,457	Closed	-$276K	–	2998
2025 Q2	$276K	Sell	6,457 -482	-7%	-$19.6K	﹤0.01%	2389
2025 Q1	$310K	Sell	6,939 -5	-0.1%	-$204	﹤0.01%	2289
2024 Q4	$269K	Buy	6,944 +20	+0.3%	+$933	﹤0.01%	2379
2024 Q3	$345K	Buy	6,924 +13	+0.2%	+$565	﹤0.01%	2204
2024 Q2	$245K	Sell	6,911 -236	-3%	-$7.3K	﹤0.01%	2329
2024 Q1	$207K	Buy	+7,147	New	+$188K	﹤0.01%	2559

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Janney Montgomery Scott's BWIN Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 6,457 shares — an estimated $276K sold.

Janney Montgomery Scott first reported a position in BWIN in Q1 2024 and held it in 6 quarters. The position peaked at $345K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Janney Montgomery Scott reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Janney Montgomery Scott sold 6,457 Baldwin Insurance Group shares in Q3 2025, an estimated $276K.
Janney Montgomery Scott first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 6 quarters.
Janney Montgomery Scott's Baldwin Insurance Group position peaked at $345K in Q3 2024.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.