P
BWIN

Pitcairn’s Baldwin Insurance Group BWIN Stock Holding History

Pitcairn’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
-7,155
Closed -$202K – 617
2025
Q3 		$202K Sell
7,155
-1,246
-15% -$43.3K 0.02% 608
2025
Q2 		$360K Sell
8,401
-1,632
-16% -$66.2K 0.02% 507
2025
Q1 		$448K Buy
10,033
+36
+0.4% +$1.47K 0.03% 453
2024
Q4 		$387K Buy
9,997
+136
+1% +$6.34K 0.02% 504
2024
Q3 		$491K Sell
9,861
-1,656
-14% -$72K 0.03% 453
2024
Q2 		$409K Buy
11,517
+1,851
+19% +$57.3K 0.02% 500
2024
Q1 		$280K Buy
9,666
+353
+4% +$9.27K 0.02% 597
2023
Q4 		$224K Sell
9,313
-171
-2% -$3.63K 0.02% 616
2023
Q3 		$220K Buy
9,484
+600
+7% +$15K 0.02% 583
2023
Q2 		$220K Sell
8,884
-39
-0.4% -$923 0.02% 600
2023
Q1 		$227K Sell
8,923
-768
-8% -$21.3K 0.02% 555
2022
Q4 		$244K Buy
9,691
+117
+1% +$3.22K 0.02% 516
2022
Q3 		$252K Sell
9,574
-1,799
-16% -$51.2K 0.03% 481
2022
Q2 		$275K Buy
+11,373
New +$276K 0.03% 460

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Pitcairn's BWIN Position: Q4 2025 in Review

Pitcairn sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 7,155 shares — an estimated $202K sold.

Pitcairn first reported a position in BWIN in Q2 2022 and held it in 14 quarters. The position peaked at $491K in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Pitcairn reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 7,155 Baldwin Insurance Group shares in Q4 2025, an estimated $202K.
  • Pitcairn first reported a position in Baldwin Insurance Group in Q2 2022 and held it in 14 quarters.
  • Pitcairn's Baldwin Insurance Group position peaked at $491K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.