Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-1,344
Closed -$57.5K – 1654
2025
Q2 		$57.5K Buy
+1,344
New +$54.5K ﹤0.01% 779

Other funds holding BWIN

Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Mount Yale Investment Advisors's BWIN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 1,344 shares — an estimated $57.5K sold.

Mount Yale Investment Advisors first reported a position in BWIN in Q2 2025 and held it in 1 quarter. The position peaked at $57.5K in Q2 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,344 Baldwin Insurance Group shares in Q3 2025, an estimated $57.5K.
  • Mount Yale Investment Advisors first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Baldwin Insurance Group position peaked at $57.5K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.