Loomis, Sayles & Company
BWIN

Loomis, Sayles & Company’s Baldwin Insurance Group BWIN Stock Holding History

Loomis, Sayles & 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
2025
Q3 		– Sell
-1,091,493
Closed -$46.7M – 769
2025
Q2 		$46.7M Sell
1,091,493
-26,446
-2% -$1.07M 0.06% 108
2025
Q1 		$50M Sell
1,117,939
-23,605
-2% -$961K 0.07% 102
2024
Q4 		$44.2M Sell
1,141,544
-136,633
-11% -$6.37M 0.06% 133
2024
Q3 		$63.7M Sell
1,278,177
-295,573
-19% -$12.9M 0.08% 98
2024
Q2 		$55.8M Buy
1,573,750
+88,807
+6% +$2.75M 0.08% 99
2024
Q1 		$43M Sell
1,484,943
-47,199
-3% -$1.24M 0.06% 148
2023
Q4 		$36.8M Sell
1,532,142
-48,496
-3% -$1.03M 0.06% 165
2023
Q3 		$36.7M Sell
1,580,638
-49,333
-3% -$1.23M 0.06% 150
2023
Q2 		$40.4M Sell
1,629,971
-15,068
-0.9% -$357K 0.07% 140
2023
Q1 		$41.9M Buy
1,645,039
+172,987
+12% +$4.8M 0.07% 133
2022
Q4 		$37M Buy
1,472,052
+106,582
+8% +$2.94M 0.07% 143
2022
Q3 		$36M Buy
1,365,470
+273,703
+25% +$7.8M 0.07% 136
2022
Q2 		$26.4M Sell
1,091,767
-5,546
-0.5% -$135K 0.05% 191
2022
Q1 		$29.4M Sell
1,097,313
-20,932
-2% -$603K 0.04% 234
2021
Q4 		$40.4M Sell
1,118,245
-18,390
-2% -$680K 0.05% 199
2021
Q3 		$37.8M Buy
+1,136,635
New +$35.6M 0.05% 211

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

Loomis, Sayles & Company's BWIN Position: Q3 2025 in Review

Loomis, Sayles & Company sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 1,091,493 shares — an estimated $46.7M sold.

Loomis, Sayles & Company first reported a position in BWIN in Q3 2021 and held it in 16 quarters. The position peaked at $63.7M in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Loomis, Sayles & Company reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,091,493 Baldwin Insurance Group shares in Q3 2025, an estimated $46.7M.
  • Loomis, Sayles & Company first reported a position in Baldwin Insurance Group in Q3 2021 and held it in 16 quarters.
  • Loomis, Sayles & Company's Baldwin Insurance Group position peaked at $63.7M in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Loomis, Sayles & Company's 13F filing for Q3 2025, filed 13 Nov 2025.