LJAC
BWIN

L.J. Altfest & Co’s Baldwin Insurance Group BWIN Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-6,943
Closed -$269K – 372
2024
Q4 		$269K Buy
6,943
+1,456
+27% +$67.9K 0.03% 282
2024
Q3 		$273K Sell
5,487
-996
-15% -$43.3K 0.04% 285
2024
Q2 		$230K Sell
6,483
-3,866
-37% -$120K 0.03% 286
2024
Q1 		$300K Buy
10,349
+204
+2% +$5.36K 0.04% 260
2023
Q4 		$244K Buy
+10,145
New +$216K 0.04% 272

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

L.J. Altfest & Co's BWIN Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 6,943 shares — an estimated $269K sold.

L.J. Altfest & Co first reported a position in BWIN in Q4 2023 and held it in 5 quarters. The position peaked at $300K in Q1 2024. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 6,943 Baldwin Insurance Group shares in Q1 2025, an estimated $269K.
  • L.J. Altfest & Co first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 5 quarters.
  • L.J. Altfest & Co's Baldwin Insurance Group position peaked at $300K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.