Principal Securities’s Baldwin Insurance Group BWIN Stock Holding History

Principal Securities’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	-225	Closed	-$6.35K	–	3613
2025 Q3	$6.35K	Buy	225 +9	+4%	+$312	﹤0.01%	2884
2025 Q2	$9.25K	Buy	216 +128	+145%	+$5.19K	﹤0.01%	2643
2025 Q1	$3.41K	Hold	88	–	–	﹤0.01%	2904
2024 Q4	$3.41K	Hold	88	–	–	﹤0.01%	2900
2024 Q3	$4.38K	Sell	88 -1	-1%	-$43	﹤0.01%	2717
2024 Q2	$3.16K	Sell	89 -275	-76%	-$8.51K	﹤0.01%	2784
2024 Q1	$10.5K	Sell	364 -127	-26%	-$3.34K	﹤0.01%	2304
2023 Q4	$11.8K	Buy	+491	New	+$10.4K	﹤0.01%	2159

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

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

Principal Securities's BWIN Position: Q4 2025 in Review

Principal Securities sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 225 shares — an estimated $6.35K sold.

Principal Securities first reported a position in BWIN in Q4 2023 and held it in 8 quarters. The position peaked at $11.8K in Q4 2023. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Principal Securities reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 225 Baldwin Insurance Group shares in Q4 2025, an estimated $6.35K.
Principal Securities first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 8 quarters.
Principal Securities's Baldwin Insurance Group position peaked at $11.8K in Q4 2023.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.