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BWIN
Simplex Trading’s
Baldwin Insurance Group
BWIN
Stock Holding History
Simplex Trading’s Portfolio
BWIN Stock Details
BWIN Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.05K
Buy
+48
New
+$1.04K
﹤0.01%
8584
2025
Q4
–
Sell
-1,263
Closed
-$35K
–
11408
2025
Q3
$35K
Buy
+1,263
New
+$43.9K
﹤0.01%
6829
2025
Q1
–
Sell
-298
Closed
-$12.1K
–
10920
2024
Q4
$11K
Buy
+298
New
+$13.9K
﹤0.01%
7159
2023
Q1
–
Sell
-73
Closed
-$1K
–
11482
2022
Q4
$1K
Buy
+73
New
+$2.01K
﹤0.01%
8965
2022
Q3
–
Sell
-68
Closed
-$1.94K
–
12124
2022
Q2
$1K
Sell
68
-11,946
-99%
-$290K
﹤0.01%
9714
2022
Q1
$322K
Buy
+12,014
New
+$346K
0.01%
4442
2021
Q4
–
Sell
-427
Closed
-$15.8K
–
12358
2021
Q3
$11K
Hold
427
–
–
﹤0.01%
8891
2021
Q2
$11K
Sell
427
-4,220
-91%
-$114K
﹤0.01%
9059
2021
Q1
$126K
Buy
+4,647
New
+$126K
0.01%
5418
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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