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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
$167K
Buy
+7,600
New
+$164K
0.01%
4514
2025
Q4
–
Sell
-1,100
Closed
-$31K
–
11409
2025
Q3
$31K
Buy
1,100
+100
+10%
+$3.47K
﹤0.01%
6951
2025
Q2
$42K
Buy
1,000
+900
+900%
+$36.5K
﹤0.01%
6112
2025
Q1
$4K
Buy
+100
New
+$4.07K
﹤0.01%
7754
2023
Q4
–
Sell
-800
Closed
-$18K
–
11182
2023
Q3
$18K
Buy
+800
New
+$20K
﹤0.01%
6731
2023
Q1
–
Sell
-400
Closed
-$10K
–
11483
2022
Q4
$10K
Sell
400
-11,600
-97%
-$320K
﹤0.01%
7586
2022
Q3
$316K
Buy
+12,000
New
+$342K
0.01%
4018
2022
Q2
–
Sell
-300
Closed
-$8K
–
12268
2022
Q1
$8K
Buy
+300
New
+$8.64K
﹤0.01%
9117
2021
Q4
–
Sell
-400
Closed
-$10K
–
12359
2021
Q3
$10K
Hold
400
–
–
﹤0.01%
8951
2021
Q2
$10K
Buy
400
+350
+700%
+$9.49K
﹤0.01%
9120
2021
Q1
$136K
Buy
+50
New
+$1.36K
0.01%
5320
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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