Otter Creek Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Otter Creek 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	$3.69M	Buy	130,677 +24,446	+23%	+$849K	3.66%	18
2025 Q2	$4.55M	Buy	106,231 +61,758	+139%	+$2.51M	3.22%	8
2025 Q1	$1.99M	Sell	44,473 -83,280	-65%	-$3.39M	1.19%	34
2024 Q4	$4.95M	Sell	127,753 -10,522	-8%	-$491K	3.41%	11
2024 Q3	$6.89M	Sell	138,275 -48,340	-26%	-$2.1M	4.37%	5
2024 Q2	$6.62M	Buy	186,615 +36,358	+24%	+$1.12M	4.3%	4
2024 Q1	$4.35M	Buy	150,257 +7,737	+5%	+$203K	2.58%	15
2023 Q4	$3.42M	Buy	142,520 +16,903	+13%	+$359K	2.03%	11
2023 Q3	$2.92M	Sell	125,617 -64,000	-34%	-$1.6M	2.24%	19
2023 Q2	$4.7M	Buy	189,617 +107,890	+132%	+$2.55M	2.75%	13
2023 Q1	$2.08M	Sell	81,727 -33,516	-29%	-$931K	1.49%	32
2022 Q4	$2.9M	Sell	115,243 -31,039	-21%	-$855K	1.89%	30
2022 Q3	$3.85M	Sell	146,282 -76,004	-34%	-$2.16M	3.14%	11
2022 Q2	$5.37M	Buy	222,286 +74,634	+51%	+$1.81M	3.59%	3
2022 Q1	$3.96M	Buy	147,652 +12,410	+9%	+$358K	1.6%	31
2021 Q4	$4.88M	Sell	135,242 -95,136	-41%	-$3.52M	3.16%	5
2021 Q3	$7.67M	Buy	230,378 +60,630	+36%	+$1.9M	4.07%	5
2021 Q2	$4.52M	Buy	+169,748	New	+$4.6M	1.98%	19

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Otter Creek Advisors's BWIN Position: Q3 2025 in Review

Otter Creek Advisors increased its Baldwin Insurance Group (BWIN) stake by 23% in Q3 2025, buying an estimated $849K and bringing the position to 130,677 shares worth $3.69M. The position accounts for 3.66% of the portfolio, ranked #18.

Otter Creek Advisors first reported a position in BWIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $7.67M in Q3 2021. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Otter Creek Advisors held 130,677 shares of Baldwin Insurance Group worth $3.69M as of Q3 2025.
Otter Creek Advisors bought 24,446 Baldwin Insurance Group shares in Q3 2025, an estimated $849K.
Baldwin Insurance Group made up 3.66% of Otter Creek Advisors's portfolio in Q3 2025, its #18 holding.
Otter Creek Advisors first reported a position in Baldwin Insurance Group in Q2 2021 and has held it in 18 quarters since.
Otter Creek Advisors's Baldwin Insurance Group position peaked at $7.67M in Q3 2021.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.