Milford Funds’s Baldwin Insurance Group BWIN Stock Holding History

Milford Funds’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	-346,319	Closed	-$8.32M	–	86
2025 Q4	$8.32M	Buy	+346,319	New	+$8.82M	0.16%	68

Other funds holding BWIN

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milford Funds's BWIN Position: Q1 2026 in Review

Milford Funds sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 346,319 shares — an estimated $8.32M sold.

Milford Funds first reported a position in BWIN in Q4 2025 and held it in 1 quarter. The position peaked at $8.32M in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Milford Funds reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
Milford Funds sold 346,319 Baldwin Insurance Group shares in Q1 2026, an estimated $8.32M.
Milford Funds first reported a position in Baldwin Insurance Group in Q4 2025 and held it in 1 quarter.
Milford Funds's Baldwin Insurance Group position peaked at $8.32M in Q4 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Milford Funds's 13F filing for Q1 2026, filed 14 May 2026.