Luther King Capital Management (LKCM)
BWIN

Luther King Capital Management (LKCM)’s Baldwin Insurance Group BWIN Stock Holding History

Luther King Capital Management (LKCM)’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 		– Sell
-8,560
Closed -$206K – 638
2025
Q4 		$206K Hold
8,560
– – ﹤0.01% 593
2025
Q3 		$241K Sell
8,560
-27,652
-76% -$960K ﹤0.01% 548
2025
Q2 		$1.55M Buy
36,212
+1,443
+4% +$58.5K 0.01% 364
2025
Q1 		$1.55M Buy
34,769
+86
+0.2% +$3.5K 0.01% 352
2024
Q4 		$1.34M Buy
34,683
+7,793
+29% +$363K 0.01% 369
2024
Q3 		$1.34M Buy
+26,890
New +$1.17M 0.01% 367

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BWIN Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 8,560 shares — an estimated $206K sold.

Luther King Capital Management (LKCM) first reported a position in BWIN in Q3 2024 and held it in 6 quarters. The position peaked at $1.55M in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 8,560 Baldwin Insurance Group shares in Q1 2026, an estimated $206K.
  • Luther King Capital Management (LKCM) first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 6 quarters.
  • Luther King Capital Management (LKCM)'s Baldwin Insurance Group position peaked at $1.55M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.