Mariner

Mariner’s Baldwin Insurance Group BWIN Stock Holding History

Mariner’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	$928K	Buy	42,303 +9,567	+29%	+$207K	﹤0.01%	2028
2025 Q4	$787K	Buy	32,736 +14,168	+76%	+$361K	﹤0.01%	2115
2025 Q3	$524K	Buy	18,568 +6,663	+56%	+$231K	﹤0.01%	2389
2025 Q2	$510K	Buy	11,905 +2,462	+26%	+$99.9K	﹤0.01%	2321
2025 Q1	$422K	Sell	9,443 -3,786	-29%	-$154K	﹤0.01%	2344
2024 Q4	$513K	Buy	13,229 +3,192	+32%	+$149K	﹤0.01%	2180
2024 Q3	$500K	Sell	10,037 -39	-0.4%	-$1.7K	﹤0.01%	2124
2024 Q2	$357K	Sell	10,076 -5,977	-37%	-$185K	﹤0.01%	2315
2024 Q1	$465K	Sell	16,053 -5,562	-26%	-$146K	﹤0.01%	2083
2023 Q4	$519K	Buy	21,615 +1,049	+5%	+$22.3K	﹤0.01%	1913
2023 Q3	$478K	Buy	20,566 +11,589	+129%	+$290K	﹤0.01%	1806
2023 Q2	$222K	Sell	8,977 -360	-4%	-$8.52K	﹤0.01%	2376
2023 Q1	$237K	Sell	9,337 -371	-4%	-$10.3K	﹤0.01%	2262
2022 Q4	$244K	Sell	9,708 -728	-7%	-$20.1K	﹤0.01%	2200
2022 Q3	$275K	Sell	10,436 -938	-8%	-$26.7K	﹤0.01%	1838
2022 Q2	$275K	Buy	+11,374	New	+$277K	﹤0.01%	1308

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 New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return