Lindbrook Capital’s Baldwin Insurance Group BWIN Stock Holding History

Lindbrook Capital’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	$4.33K	Buy	97 +16	+20%	+$652	﹤0.01%	2012
2024 Q4	$3.14K	Hold	81	–	–	﹤0.01%	2160
2024 Q3	$4.03K	Hold	81	–	–	﹤0.01%	2098
2024 Q2	$2.87K	Hold	81	–	–	﹤0.01%	2233
2024 Q1	$2.34K	Buy	81 +69	+575%	+$1.81K	﹤0.01%	2186
2023 Q4	$288	Sell	12 -51	-81%	-$1.08K	﹤0.01%	2627
2023 Q3	$1.46K	Buy	63 +50	+385%	+$1.25K	﹤0.01%	2230
2023 Q2	$322	Buy	+13	New	+$308	﹤0.01%	2601
2023 Q1	–	Sell	-9	Closed	-$226	–	2931
2022 Q4	$226	Sell	9 -30	-77%	-$827	﹤0.01%	2713
2022 Q3	$1K	Buy	39 +30	+333%	+$854	﹤0.01%	2536
2022 Q2	$0	Buy	+9	New	+$219	﹤0.01%	2808

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 $6.73T AUM 46.02% 1-Year Est. Return

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

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lindbrook Capital's BWIN Position: Q1 2025 in Review

Lindbrook Capital increased its Baldwin Insurance Group (BWIN) stake by 20% in Q1 2025, buying an estimated $652 and bringing the position to 97 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Lindbrook Capital first reported a position in BWIN in Q2 2022 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

Lindbrook Capital held 97 shares of Baldwin Insurance Group worth $4.33K as of Q1 2025.
Lindbrook Capital bought 16 Baldwin Insurance Group shares in Q1 2025, an estimated $652.
Baldwin Insurance Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2012 holding.
Lindbrook Capital first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 11 quarters since.
221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.