JO
BWIN

John Overdeck’s Baldwin Insurance Group BWIN Stock Holding History

John Overdeck’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
-6,875
Closed -$294K – 3993
2025
Q2 		$294K Sell
6,875
-6,456
-48% -$262K ﹤0.01% 2796
2025
Q1 		$596K Sell
13,331
-26,125
-66% -$1.06M ﹤0.01% 2445
2024
Q4 		$1.53M Sell
39,456
-819
-2% -$38.2K ﹤0.01% 1897
2024
Q3 		$2.01M Sell
40,275
-5,663
-12% -$246K ﹤0.01% 1681
2024
Q2 		$1.63M Sell
45,938
-57,416
-56% -$1.78M ﹤0.01% 1688
2024
Q1 		$2.99M Sell
103,354
-73,967
-42% -$1.94M 0.01% 1237
2023
Q4 		$4.26M Buy
177,321
+12,232
+7% +$260K 0.01% 1080
2023
Q3 		$3.84M Buy
165,089
+73,214
+80% +$1.83M 0.01% 1036
2023
Q2 		$2.28M Buy
+91,875
New +$2.18M 0.01% 1348
2022
Q2 		– Sell
-64,008
Closed -$1.72M – 3011
2022
Q1 		$1.72M Buy
64,008
+26,931
+73% +$776K 0.01% 1426
2021
Q4 		$1.34M Sell
37,077
-18,523
-33% -$685K ﹤0.01% 2297
2021
Q3 		$1.85M Buy
+55,600
New +$1.74M ﹤0.01% 2060
2020
Q4 		– Sell
-14,270
Closed -$355K – 3844
2020
Q3 		$355K Buy
+14,270
New +$309K ﹤0.01% 2480
2020
Q1 		– Sell
-21,409
Closed -$344K – 3930
2019
Q4 		$344K Buy
+21,409
New +$341K ﹤0.01% 3082

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

John Overdeck's BWIN Position: Q3 2025 in Review

John Overdeck sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 6,875 shares — an estimated $294K sold.

John Overdeck first reported a position in BWIN in Q4 2019 and held it in 14 quarters. The position peaked at $4.26M in Q4 2023. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • John Overdeck reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 6,875 Baldwin Insurance Group shares in Q3 2025, an estimated $294K.
  • John Overdeck first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 14 quarters.
  • John Overdeck's Baldwin Insurance Group position peaked at $4.26M in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.