Schneider Downs Wealth Management Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Schneider Downs Wealth Management Advisors’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	-8,200	Closed	-$231K	–	160
2025 Q3	$231K	Hold	8,200	–	–	0.03%	136
2025 Q2	$351K	Hold	8,200	–	–	0.05%	111
2025 Q1	$366K	Hold	8,200	–	–	0.07%	103
2024 Q4	$318K	Hold	8,200	–	–	0.06%	108
2024 Q3	$408K	Buy	+8,200	New	+$357K	0.08%	96

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's BWIN Position: Q4 2025 in Review

Schneider Downs Wealth Management Advisors sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 8,200 shares — an estimated $231K sold.

Schneider Downs Wealth Management Advisors first reported a position in BWIN in Q3 2024 and held it in 5 quarters. The position peaked at $408K in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Schneider Downs Wealth Management Advisors reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 8,200 Baldwin Insurance Group shares in Q4 2025, an estimated $231K.
Schneider Downs Wealth Management Advisors first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 5 quarters.
Schneider Downs Wealth Management Advisors's Baldwin Insurance Group position peaked at $408K in Q3 2024.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.