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BWIN
Natixis Advisors’s
Baldwin Insurance Group
BWIN
Stock Holding History
Natixis 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
2026
Q1
$383K
Buy
17,478
+4,115
+31%
+$89K
﹤0.01%
1605
2025
Q4
$321K
Sell
13,363
-9,214
-41%
-$235K
﹤0.01%
1541
2025
Q3
$637K
Sell
22,577
-1,145
-5%
-$39.8K
﹤0.01%
1433
2025
Q2
$1.02M
Buy
23,722
+616
+3%
+$25K
﹤0.01%
1292
2025
Q1
$1.03M
Buy
23,106
+834
+4%
+$34K
﹤0.01%
1266
2024
Q4
$863K
Sell
22,272
-7,992
-26%
-$373K
﹤0.01%
1348
2024
Q3
$1.51M
Buy
30,264
+1,281
+4%
+$55.7K
﹤0.01%
1178
2024
Q2
$1.03M
Buy
28,983
+2,438
+9%
+$75.4K
﹤0.01%
1246
2024
Q1
$768K
Buy
26,545
+3,321
+14%
+$87.2K
﹤0.01%
1290
2023
Q4
$557K
Buy
23,224
+4,162
+22%
+$88.4K
﹤0.01%
1371
2023
Q3
$443K
Buy
19,062
+2,179
+13%
+$54.5K
﹤0.01%
1375
2023
Q2
$418K
Buy
16,883
+2,663
+19%
+$63.1K
﹤0.01%
1374
2023
Q1
$362K
Sell
14,220
-3,337
-19%
-$92.7K
﹤0.01%
1382
2022
Q4
$441K
Buy
17,557
+6
+0%
+$165
﹤0.01%
1324
2022
Q3
$462K
Buy
17,551
+1,340
+8%
+$38.2K
﹤0.01%
1305
2022
Q2
$391K
Buy
+16,211
New
+$394K
﹤0.01%
1332
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1-Year Est. Return
WHG
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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