Johnson Financial Group Inc (Wisconsin)’s Baldwin Insurance Group BWIN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-1,510	Closed	-$67.5K	–	927
2025 Q1	$67.5K	Sell	1,510 -18	-1%	-$733	﹤0.01%	562
2024 Q4	$62.6K	Buy	1,528 +1,398	+1,075%	+$65.2K	﹤0.01%	453
2024 Q3	$6.47K	Buy	+130	New	+$5.65K	﹤0.01%	738
2024 Q1	–	Sell	-516	Closed	-$12.4K	–	1012
2023 Q4	$12.4K	Buy	+516	New	+$11K	﹤0.01%	629

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

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BWIN Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Baldwin Insurance Group (BWIN) in Q2 2025, closing a stake of 1,510 shares — an estimated $67.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BWIN in Q4 2023 and held it in 4 quarters. The position peaked at $67.5K in Q1 2025. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Baldwin Insurance Group position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,510 Baldwin Insurance Group shares in Q2 2025, an estimated $67.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Baldwin Insurance Group position peaked at $67.5K in Q1 2025.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.