Select Equity Group’s Baldwin Insurance Group BWIN Stock Holding History

Select Equity 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	–	Sell	-153,228	Closed	-$3.68M	–	216
2025 Q4	$3.68M	Sell	153,228 -66,913	-30%	-$1.7M	0.02%	171
2025 Q3	$6.21M	Sell	220,141 -22,769	-9%	-$791K	0.03%	149
2025 Q2	$10.4M	Buy	242,910 +81,684	+51%	+$3.31M	0.04%	117
2025 Q1	$7.21M	Buy	161,226 +127,485	+378%	+$5.19M	0.03%	123
2024 Q4	$1.31M	Sell	33,741 -19,690	-37%	-$918K	0.01%	131
2024 Q3	$2.66M	Buy	53,431 +23,969	+81%	+$1.04M	0.01%	112
2024 Q2	$1.05M	Buy	+29,462	New	+$912K	﹤0.01%	148

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

WHG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group's BWIN Position: Q1 2026 in Review

Select Equity Group sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 153,228 shares — an estimated $3.68M sold.

Select Equity Group first reported a position in BWIN in Q2 2024 and held it in 7 quarters. The position peaked at $10.4M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Select Equity Group reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
Select Equity Group sold 153,228 Baldwin Insurance Group shares in Q1 2026, an estimated $3.68M.
Select Equity Group first reported a position in Baldwin Insurance Group in Q2 2024 and held it in 7 quarters.
Select Equity Group's Baldwin Insurance Group position peaked at $10.4M in Q2 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.