Philadelphia Financial Management of San Francisco’s Baldwin Insurance Group BWIN Stock Holding History

Philadelphia Financial Management of San Francisco’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
2026 Q1	–	Sell	-556,299	Closed	-$13.4M	–	72
2025 Q4	$13.4M	Buy	+556,299	New	+$14.2M	1.43%	23
2021 Q4	–	Sell	-309,163	Closed	-$10.3M	–	47
2021 Q3	$10.3M	Buy	309,163 +162,846	+111%	+$5.1M	3.27%	14
2021 Q2	$3.9M	Buy	+146,317	New	+$3.97M	1.17%	38
2020 Q2	–	Sell	-765,865	Closed	-$8.08M	–	53
2020 Q1	$8.08M	Sell	765,865 -133,922	-15%	-$2.04M	2.07%	22
2019 Q4	$14.4M	Buy	+899,787	New	+$14.4M	2.97%	17

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

WHG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's BWIN Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 556,299 shares — an estimated $13.4M sold.

Philadelphia Financial Management of San Francisco first reported a position in BWIN in Q4 2019 and held it in 5 quarters. The position peaked at $14.4M in Q4 2019. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Philadelphia Financial Management of San Francisco reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 556,299 Baldwin Insurance Group shares in Q1 2026, an estimated $13.4M.
Philadelphia Financial Management of San Francisco first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 5 quarters.
Philadelphia Financial Management of San Francisco's Baldwin Insurance Group position peaked at $14.4M in Q4 2019.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.