OAM
BWIN

Oppenheimer Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Oppenheimer Asset Management’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 		– Sell
-8,421
Closed -$238K – 1203
2025
Q3 		$238K Sell
8,421
-156
-2% -$5.42K ﹤0.01% 1054
2025
Q2 		$367K Buy
+8,577
New +$348K ﹤0.01% 938

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
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

Oppenheimer Asset Management's BWIN Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 8,421 shares — an estimated $238K sold.

Oppenheimer Asset Management first reported a position in BWIN in Q2 2025 and held it in 2 quarters. The position peaked at $367K in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 8,421 Baldwin Insurance Group shares in Q4 2025, an estimated $238K.
  • Oppenheimer Asset Management first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 2 quarters.
  • Oppenheimer Asset Management's Baldwin Insurance Group position peaked at $367K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.