QT
BWIN

Quantbot Technologies’s Baldwin Insurance Group BWIN Stock Holding History

Quantbot Technologies’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
-10,145
Closed -$286K – 2258
2025
Q3 		$286K Buy
10,145
+2,240
+28% +$77.8K 0.01% 1189
2025
Q2 		$338K Sell
7,905
-5,435
-41% -$221K 0.01% 1106
2025
Q1 		$596K Sell
13,340
-23,771
-64% -$968K 0.02% 839
2024
Q4 		$1.44M Buy
37,111
+36,143
+3,734% +$1.69M 0.05% 514
2024
Q3 		$48.2K Buy
+968
New +$42.1K ﹤0.01% 1296
2024
Q2 		– Sell
-685
Closed -$19.8K – 1982
2024
Q1 		$19.8K Buy
+685
New +$18K ﹤0.01% 1415
2023
Q4 		– Sell
-2,756
Closed -$64K – 2059
2023
Q3 		$64K Buy
+2,756
New +$68.9K ﹤0.01% 1192
2021
Q1 		– Sell
-16,560
Closed -$496K – 1820
2020
Q4 		$496K Buy
+16,560
New +$479K 0.05% 429

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
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