TD Asset Management
BWIN

TD Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

TD Asset Management’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
Q4 		– Sell
-63,868
Closed -$1.8M – 1305
2025
Q3 		$1.8M Sell
63,868
-4,134
-6% -$144K ﹤0.01% 994
2025
Q2 		$2.91M Sell
68,002
-98
-0.1% -$3.98K ﹤0.01% 854
2025
Q1 		$3.04M Buy
68,100
+28,146
+70% +$1.15M ﹤0.01% 869
2024
Q4 		$1.55M Buy
39,954
+33,554
+524% +$1.56M ﹤0.01% 1059
2024
Q3 		$321K Buy
+6,400
New +$278K ﹤0.01% 1339

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

TD Asset Management's BWIN Position: Q4 2025 in Review

TD Asset Management sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 63,868 shares — an estimated $1.8M sold.

TD Asset Management first reported a position in BWIN in Q3 2024 and held it in 5 quarters. The position peaked at $3.04M in Q1 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • TD Asset Management reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • TD Asset Management sold 63,868 Baldwin Insurance Group shares in Q4 2025, an estimated $1.8M.
  • TD Asset Management first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 5 quarters.
  • TD Asset Management's Baldwin Insurance Group position peaked at $3.04M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on TD Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.