Macquarie Group
BWIN

Macquarie Group’s Baldwin Insurance Group BWIN Stock Holding History

Macquarie Group’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
Q4 		– Sell
-2,162,471
Closed -$61M – 1551
2025
Q3 		$61M Sell
2,162,471
-369,930
-15% -$12.8M 0.07% 367
2025
Q2 		$108M Buy
2,532,401
+30,168
+1% +$1.22M 0.13% 208
2025
Q1 		$112M Buy
2,502,233
+56,358
+2% +$2.3M 0.14% 204
2024
Q4 		$94.8M Sell
2,445,875
-130,738
-5% -$6.1M 0.12% 247
2024
Q3 		$128M Sell
2,576,613
-868,652
-25% -$37.8M 0.14% 205
2024
Q2 		$122M Sell
3,445,265
-1,419
-0% -$43.9K 0.14% 187
2024
Q1 		$99.7M Sell
3,446,684
-96,176
-3% -$2.53M 0.11% 242
2023
Q4 		$85.1M Buy
3,542,860
+1,064,363
+43% +$22.6M 0.1% 283
2023
Q3 		$57.6M Buy
2,478,497
+614,659
+33% +$15.4M 0.07% 362
2023
Q2 		$46.2M Buy
1,863,838
+1,755,863
+1,626% +$41.6M 0.05% 457
2023
Q1 		$2.75M Sell
107,975
-2,327
-2% -$64.6K ﹤0.01% 1066
2022
Q4 		$2.77M Sell
110,302
-92,495
-46% -$2.55M ﹤0.01% 1109
2022
Q3 		$5.36M Buy
202,797
+56,745
+39% +$1.62M 0.01% 975
2022
Q2 		$3.53M Sell
146,052
-63,002
-30% -$1.53M ﹤0.01% 1127
2022
Q1 		$5.61M Buy
209,054
+29,370
+16% +$846K ﹤0.01% 1087
2021
Q4 		$6.49M Buy
179,684
+65,727
+58% +$2.43M 0.01% 1055
2021
Q3 		$3.79M Buy
113,957
+4,994
+5% +$156K ﹤0.01% 1183
2021
Q2 		$2.9M Buy
108,963
+9,353
+9% +$254K ﹤0.01% 1303
2021
Q1 		$2.71M Buy
99,610
+33,168
+50% +$902K ﹤0.01% 1085
2020
Q4 		$1.99M Sell
66,442
-3,428
-5% -$99.2K ﹤0.01% 1104
2020
Q3 		$1.74M Sell
69,870
-20,583
-23% -$446K ﹤0.01% 1083
2020
Q2 		$1.56M Buy
90,453
+32,910
+57% +$397K ﹤0.01% 1085
2020
Q1 		$607K Buy
57,543
+3,345
+6% +$50.9K ﹤0.01% 1226
2019
Q4 		$870K Buy
+54,198
New +$864K ﹤0.01% 1285

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Macquarie Group's BWIN Position: Q4 2025 in Review

Macquarie Group sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 2,162,471 shares — an estimated $61M sold.

Macquarie Group first reported a position in BWIN in Q4 2019 and held it in 24 quarters. The position peaked at $128M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Macquarie Group reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 2,162,471 Baldwin Insurance Group shares in Q4 2025, an estimated $61M.
  • Macquarie Group first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 24 quarters.
  • Macquarie Group's Baldwin Insurance Group position peaked at $128M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.