RIL
BWIN

Rothschild Investment LLC’s Baldwin Insurance Group BWIN Stock Holding History

Rothschild Investment LLC’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 		$6.34K Buy
289
+266
+1,157% +$5.75K ﹤0.01% 1937
2025
Q4 		$553 Sell
23
-32
-58% -$815 ﹤0.01% 2899
2025
Q3 		$1.55K Sell
55
-85
-61% -$2.95K ﹤0.01% 2386
2025
Q2 		$5.99K Buy
140
+20
+17% +$811 ﹤0.01% 1420
2025
Q1 		$5.36K Buy
120
+65
+118% +$2.65K ﹤0.01% 1404
2024
Q4 		$2.13K Sell
55
-5
-8% -$233 ﹤0.01% 1762
2024
Q3 		$2.99K Buy
60
+35
+140% +$1.52K ﹤0.01% 1506
2024
Q2 		$887 Buy
25
+20
+400% +$619 ﹤0.01% 1721
2024
Q1 		$145 Buy
+5
New +$131 ﹤0.01% 1940

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's BWIN Position: Q1 2026 in Review

Rothschild Investment LLC increased its Baldwin Insurance Group (BWIN) stake by 1,157% in Q1 2026, buying an estimated $5.75K and bringing the position to 289 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Rothschild Investment LLC first reported a position in BWIN in Q1 2024 and has held it in 9 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Rothschild Investment LLC held 289 shares of Baldwin Insurance Group worth $6.34K as of Q1 2026.
  • Rothschild Investment LLC bought 266 Baldwin Insurance Group shares in Q1 2026, an estimated $5.75K.
  • Baldwin Insurance Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1937 holding.
  • Rothschild Investment LLC first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 9 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.