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
2022 Q4	–	Sell	-90,000	Closed	-$2.37M	–	58
2022 Q3	$2.37M	Buy	+90,000	New	+$2.56M	1.93%	28

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.