Neuberger Berman Group
BWIN

Neuberger Berman Group’s Baldwin Insurance Group BWIN Stock Holding History

Neuberger Berman Group’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
-148,863
Closed -$6.37M – 2159
2025
Q2 		$6.37M Buy
148,863
+3,176
+2% +$129K ﹤0.01% 903
2025
Q1 		$6.51M Buy
+145,687
New +$5.93M 0.01% 875
2023
Q2 		– Sell
-181,698
Closed -$4.63M – 1891
2023
Q1 		$4.63M Buy
181,698
+9,921
+6% +$276K ﹤0.01% 896
2022
Q4 		$4.32M Buy
+171,777
New +$4.73M ﹤0.01% 899

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Neuberger Berman Group's BWIN Position: Q3 2025 in Review

Neuberger Berman Group sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 148,863 shares — an estimated $6.37M sold.

Neuberger Berman Group first reported a position in BWIN in Q4 2022 and held it in 4 quarters. The position peaked at $6.51M in Q1 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Neuberger Berman Group reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 148,863 Baldwin Insurance Group shares in Q3 2025, an estimated $6.37M.
  • Neuberger Berman Group first reported a position in Baldwin Insurance Group in Q4 2022 and held it in 4 quarters.
  • Neuberger Berman Group's Baldwin Insurance Group position peaked at $6.51M in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.