New World Advisors’s Baldwin Insurance Group BWIN Stock Holding History

New World 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 Q1	–	Sell	-18,295	Closed	-$709K	–	83
2024 Q4	$709K	Buy	18,295 +3,338	+22%	+$156K	0.17%	18
2024 Q3	$745K	Buy	+14,957	New	+$650K	0.19%	19
2024 Q1	–	Sell	-27,430	Closed	-$659K	–	77
2023 Q4	$659K	Hold	27,430	–	–	0.2%	20
2023 Q3	$637K	Hold	27,430	–	–	0.22%	15
2023 Q2	$680K	Buy	27,430 +5,000	+22%	+$118K	0.24%	14
2023 Q1	$571K	Hold	22,430	–	–	0.22%	16
2022 Q4	$564K	Hold	22,430	–	–	0.19%	20
2022 Q3	$591K	Hold	22,430	–	–	0.28%	13
2022 Q2	$543K	Buy	22,430 +6,650	+42%	+$162K	0.29%	20
2022 Q1	$364K	Buy	15,780 +10,000	+173%	+$288K	0.19%	33
2021 Q4	$209K	Buy	+5,780	New	+$214K	0.1%	69
2021 Q1	–	Sell	-9,190	Closed	-$229K	–	33
2020 Q4	$229K	Hold	9,190	–	–	0.15%	25
2020 Q3	$244K	Buy	+9,190	New	+$199K	0.16%	25

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

New World Advisors's BWIN Position: Q1 2025 in Review

New World Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 18,295 shares — an estimated $709K sold.

New World Advisors first reported a position in BWIN in Q3 2020 and held it in 13 quarters. The position peaked at $745K in Q3 2024. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

New World Advisors reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
New World Advisors sold 18,295 Baldwin Insurance Group shares in Q1 2025, an estimated $709K.
New World Advisors first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 13 quarters.
New World Advisors's Baldwin Insurance Group position peaked at $745K in Q3 2024.
221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on New World Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.