Laird Norton Wetherby Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

Laird Norton Wetherby Trust Company’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	$1.64M	Sell	74,915 -23,076	-24%	-$499K	0.04%	356
2025 Q4	$2.35M	Buy	97,991 +19	+0%	+$484	0.05%	288
2025 Q3	$2.76M	Buy	97,972 +67,192	+218%	+$2.33M	0.47%	35
2025 Q2	$1.32M	Hold	30,780	–	–	0.18%	42
2025 Q1	$1.38M	Hold	30,780	–	–	0.22%	40
2024 Q4	$1.19M	Hold	30,780	–	–	0.16%	43
2024 Q3	$1.53M	Buy	+30,780	New	+$1.34M	0.2%	42
2024 Q1	–	Sell	-102,972	Closed	-$2.47M	–	94
2023 Q4	$2.47M	Buy	+102,972	New	+$2.19M	0.29%	41

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Trust Company's BWIN Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Baldwin Insurance Group (BWIN) stake by 24% in Q1 2026, selling an estimated $499K and leaving 74,915 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #356.

Laird Norton Wetherby Trust Company first reported a position in BWIN in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Laird Norton Wetherby Trust Company held 74,915 shares of Baldwin Insurance Group worth $1.64M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 23,076 Baldwin Insurance Group shares in Q1 2026, an estimated $499K.
Baldwin Insurance Group made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #356 holding.
Laird Norton Wetherby Trust Company first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 8 quarters since.
Laird Norton Wetherby Trust Company's Baldwin Insurance Group position peaked at $2.76M in Q3 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.