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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
$6.58K
Buy
+300
New
+$6.49K
﹤0.01%
7702
2025
Q4
–
Sell
-9,100
Closed
-$256K
–
11407
2025
Q3
$256K
Buy
9,100
+8,000
+727%
+$278K
0.01%
4654
2025
Q2
$47K
Sell
1,100
-1,500
-58%
-$60.9K
﹤0.01%
6000
2025
Q1
$116K
Sell
2,600
-1,300
-33%
-$52.9K
﹤0.01%
4912
2024
Q4
$151K
Sell
3,900
-6,300
-62%
-$294K
﹤0.01%
4785
2024
Q3
$507K
Buy
10,200
+6,500
+176%
+$283K
0.02%
3579
2024
Q2
$131K
Buy
3,700
+2,100
+131%
+$65K
﹤0.01%
5084
2024
Q1
$46K
Buy
1,600
+900
+129%
+$23.6K
﹤0.01%
6348
2023
Q4
$16K
Sell
700
-10,300
-94%
-$219K
﹤0.01%
7111
2023
Q3
$255K
Buy
11,000
+500
+5%
+$12.5K
0.01%
4103
2023
Q2
$260K
Buy
+10,500
New
+$249K
0.01%
4003
2023
Q1
–
Sell
-300
Closed
-$7K
–
11481
2022
Q4
$7K
Hold
300
–
–
﹤0.01%
7872
2022
Q3
$7K
Sell
300
-700
-70%
-$19.9K
﹤0.01%
8586
2022
Q2
$24K
Buy
1,000
+800
+400%
+$19.4K
﹤0.01%
7416
2022
Q1
$5K
Sell
200
-9,400
-98%
-$271K
﹤0.01%
9470
2021
Q4
$346K
Buy
9,600
+9,500
+9,500%
+$351K
0.01%
4346
2021
Q3
$2K
Hold
100
–
–
﹤0.01%
9578
2021
Q2
$2K
Buy
100
+99
+9,900%
+$2.69K
﹤0.01%
9756
2021
Q1
$2K
Buy
+1
New
+$27
﹤0.01%
8500
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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