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BWIN
Russell Investments Group’s
Baldwin Insurance Group
BWIN
Stock Holding History
Russell Investments 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
2026
Q1
$1.3M
Sell
59,269
-39,761
-40%
-$860K
﹤0.01%
2089
2025
Q4
$2.38M
Buy
99,030
+14,063
+17%
+$358K
﹤0.01%
1776
2025
Q3
$2.4M
Buy
84,967
+16,331
+24%
+$567K
﹤0.01%
1764
2025
Q2
$2.94M
Buy
68,636
+6,661
+11%
+$270K
﹤0.01%
1519
2025
Q1
$2.77M
Sell
61,975
-947
-2%
-$38.6K
﹤0.01%
1514
2024
Q4
$2.44M
Sell
62,922
-22,366
-26%
-$1.04M
﹤0.01%
1571
2024
Q3
$4.25M
Buy
85,288
+85,234
+157,841%
+$3.71M
0.01%
1278
2024
Q2
$1.92K
Buy
+54
New
+$1.67K
﹤0.01%
3356
2023
Q4
–
Sell
-22
Closed
-$511
–
3323
2023
Q3
$511
Sell
22
-3,492
-99%
-$87.4K
﹤0.01%
3406
2023
Q2
$87.1K
Buy
+3,514
New
+$83.2K
﹤0.01%
2632
2022
Q2
–
Sell
-139,090
Closed
-$3.73M
–
2978
2022
Q1
$3.73M
Sell
139,090
-27,654
-17%
-$797K
0.01%
1312
2021
Q4
$6.02M
Buy
166,744
+52,137
+45%
+$1.93M
0.01%
1147
2021
Q3
$3.81M
Buy
114,607
+88,205
+334%
+$2.76M
0.01%
1416
2021
Q2
$702K
Sell
26,402
-24,697
-48%
-$670K
﹤0.01%
2463
2021
Q1
$1.39M
Sell
51,099
-81,851
-62%
-$2.23M
﹤0.01%
2090
2020
Q4
$3.98M
Buy
132,950
+54,979
+71%
+$1.59M
0.01%
1366
2020
Q3
$1.94M
Buy
+77,971
New
+$1.69M
﹤0.01%
1709
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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