Madison Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Madison Asset Management’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	$2.27M	Sell	103,324 -958	-0.9%	-$20.7K	0.03%	244
2025 Q4	$2.51M	Sell	104,282 -669	-0.6%	-$17K	0.03%	218
2025 Q3	$2.96M	Sell	104,951 -20,831	-17%	-$723K	0.03%	208
2025 Q2	$5.38M	Buy	125,782 +32,758	+35%	+$1.33M	0.06%	164
2025 Q1	$4.16M	Buy	93,024 +11,483	+14%	+$468K	0.05%	176
2024 Q4	$3.16M	Buy	81,541 +7,390	+10%	+$345K	0.04%	206
2024 Q3	$3.69M	Sell	74,151 -11,706	-14%	-$509K	0.04%	195
2024 Q2	$3.05M	Buy	85,857 +558	+0.7%	+$17.3K	0.04%	215
2024 Q1	$2.47M	Sell	85,299 -23,070	-21%	-$606K	0.03%	235
2023 Q4	$2.6M	Sell	108,369 -60,815	-36%	-$1.29M	0.04%	238
2023 Q3	$3.93M	Sell	169,184 -82	-0%	-$2.05K	0.06%	182
2023 Q2	$4.19M	Buy	169,266 +324	+0.2%	+$7.67K	0.06%	186
2023 Q1	$4.3M	Sell	168,942 -6,334	-4%	-$176K	0.07%	181
2022 Q4	$4.41M	Buy	175,276 +71,932	+70%	+$1.98M	0.07%	178
2022 Q3	$2.72M	Buy	+103,344	New	+$2.94M	0.05%	216

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

Madison Asset Management's BWIN Position: Q1 2026 in Review

Madison Asset Management reduced its Baldwin Insurance Group (BWIN) stake by 0.92% in Q1 2026, selling an estimated $20.7K and leaving 103,324 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #244.

Madison Asset Management first reported a position in BWIN in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.38M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Madison Asset Management held 103,324 shares of Baldwin Insurance Group worth $2.27M as of Q1 2026.
Madison Asset Management sold 958 Baldwin Insurance Group shares in Q1 2026, an estimated $20.7K.
Baldwin Insurance Group made up 0.03% of Madison Asset Management's portfolio in Q1 2026, its #244 holding.
Madison Asset Management first reported a position in Baldwin Insurance Group in Q3 2022 and has held it in 15 quarters since.
Madison Asset Management's Baldwin Insurance Group position peaked at $5.38M in Q2 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.