STRS Ohio’s Baldwin Insurance Group BWIN Stock Holding History

STRS Ohio’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 Q3	–	Sell	-2,500	Closed	-$107K	–	2300
2025 Q2	$107K	Buy	2,500 +900	+56%	+$36.5K	﹤0.01%	1842
2025 Q1	$71.5K	Sell	1,600 -300	-16%	-$12.2K	﹤0.01%	1727
2024 Q4	$73.6K	Hold	1,900	–	–	﹤0.01%	1679
2024 Q3	$94.6K	Buy	+1,900	New	+$82.6K	﹤0.01%	1712
2022 Q3	–	Sell	-3,300	Closed	-$79K	–	2104
2022 Q2	$79K	Sell	3,300 -6,000	-65%	-$146K	﹤0.01%	1800
2022 Q1	$249K	Sell	9,300 -1,700	-15%	-$49K	﹤0.01%	1652
2021 Q4	$397K	Buy	+11,000	New	+$407K	﹤0.01%	1548
2020 Q1	–	Sell	-3,900	Closed	-$62K	–	2106
2019 Q4	$62K	Buy	+3,900	New	+$62.2K	﹤0.01%	1866

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

STRS Ohio's BWIN Position: Q3 2025 in Review

STRS Ohio sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 2,500 shares — an estimated $107K sold.

STRS Ohio first reported a position in BWIN in Q4 2019 and held it in 8 quarters. The position peaked at $397K in Q4 2021. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

STRS Ohio reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
STRS Ohio sold 2,500 Baldwin Insurance Group shares in Q3 2025, an estimated $107K.
STRS Ohio first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 8 quarters.
STRS Ohio's Baldwin Insurance Group position peaked at $397K in Q4 2021.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on STRS Ohio's 13F filing for Q3 2025, filed 30 Oct 2025.