Madison Investment Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Madison Investment Advisors’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
2024 Q4	$3.16M	Buy	+81,541	New	+$3.8M	0.04%	206

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Madison Investment Advisors's BWIN Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q4 2024: 81,541 shares worth $3.16M. The stake represents 0.04% of the portfolio and ranks #206 among its holdings.

208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

Madison Investment Advisors held 81,541 shares of Baldwin Insurance Group worth $3.16M as of Q4 2024.
Baldwin Insurance Group was a new Madison Investment Advisors position in Q4 2024.
Baldwin Insurance Group made up 0.04% of Madison Investment Advisors's portfolio in Q4 2024, its #206 holding.
208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.