Motiv8 Investments’s Baldwin Insurance Group BWIN Stock Holding History

Motiv8 Investments’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 Q4	$1	Buy	+60	New	+$1.53K	﹤0.01%	885

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

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

Motiv8 Investments's BWIN Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Baldwin Insurance Group (BWIN) in Q4 2025: 60 shares worth $1. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Motiv8 Investments held 60 shares of Baldwin Insurance Group worth $1 as of Q4 2025.
Baldwin Insurance Group was a new Motiv8 Investments position in Q4 2025.
Baldwin Insurance Group made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #885 holding.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.