Principal Financial Group
BWIN

Principal Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

Principal Financial Group’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 		– Sell
-5,000
Closed -$214K – 2354
2025
Q2 		$214K Sell
5,000
-57,405
-92% -$2.33M ﹤0.01% 2119
2025
Q1 		$2.79M Buy
62,405
+2,546
+4% +$104K ﹤0.01% 1706
2024
Q4 		$2.32M Sell
59,859
-13,373
-18% -$624K ﹤0.01% 1775
2024
Q3 		$3.65M Buy
73,232
+21,174
+41% +$921K ﹤0.01% 1654
2024
Q2 		$1.85M Buy
52,058
+7,218
+16% +$223K ﹤0.01% 1781
2024
Q1 		$1.3M Buy
+44,840
New +$1.18M ﹤0.01% 1836
2022
Q4 		– Sell
-8,590
Closed -$226K – 2548
2022
Q3 		$226K Sell
8,590
-484
-5% -$13.8K ﹤0.01% 2170
2022
Q2 		$219K Sell
9,074
-116,132
-93% -$2.82M ﹤0.01% 2274
2022
Q1 		$3.36M Buy
125,206
+604
+0.5% +$17.4K ﹤0.01% 1775
2021
Q4 		$4.5M Buy
124,602
+83,271
+201% +$3.08M ﹤0.01% 1704
2021
Q3 		$1.38M Buy
+41,331
New +$1.29M ﹤0.01% 1935
2021
Q2 		– Sell
-9,053
Closed -$247K – 2663
2021
Q1 		$247K Sell
9,053
-1,694
-16% -$46.1K ﹤0.01% 2332
2020
Q4 		$322K Buy
+10,747
New +$311K ﹤0.01% 2218

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
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

Principal Financial Group's BWIN Position: Q3 2025 in Review

Principal Financial Group sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 5,000 shares — an estimated $214K sold.

Principal Financial Group first reported a position in BWIN in Q4 2020 and held it in 13 quarters. The position peaked at $4.5M in Q4 2021. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Principal Financial Group reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 5,000 Baldwin Insurance Group shares in Q3 2025, an estimated $214K.
  • Principal Financial Group first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 13 quarters.
  • Principal Financial Group's Baldwin Insurance Group position peaked at $4.5M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.