Moody National Bank Trust Division’s Baldwin Insurance Group BWIN Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-5,673	Closed	-$243K	–	533
2025 Q2	$243K	Buy	5,673 +193	+4%	+$7.83K	0.02%	439
2025 Q1	$245K	Buy	+5,480	New	+$223K	0.03%	432
2024 Q4	–	Sell	-5,040	Closed	-$251K	–	502
2024 Q3	$251K	Sell	5,040 -2,380	-32%	-$103K	0.03%	416
2024 Q2	$263K	Buy	7,420 +440	+6%	+$13.6K	0.02%	396
2024 Q1	$202K	Buy	+6,980	New	+$183K	0.02%	442

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Moody National Bank Trust Division's BWIN Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 5,673 shares — an estimated $243K sold.

Moody National Bank Trust Division first reported a position in BWIN in Q1 2024 and held it in 5 quarters. The position peaked at $263K in Q2 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Moody National Bank Trust Division reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 5,673 Baldwin Insurance Group shares in Q3 2025, an estimated $243K.
Moody National Bank Trust Division first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 5 quarters.
Moody National Bank Trust Division's Baldwin Insurance Group position peaked at $263K in Q2 2024.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.