TD Waterhouse Canada’s Baldwin Insurance Group BWIN Stock Holding History

TD Waterhouse Canada’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	-841	Closed	-$22.8K	–	2186
2025 Q3	$22.8K	Hold	841	–	–	﹤0.01%	1356
2025 Q2	$34.9K	Hold	841	–	–	﹤0.01%	1194
2025 Q1	$36.8K	Sell	841 -92	-10%	-$3.75K	﹤0.01%	1153
2024 Q4	$36.1K	Sell	933 -100	-10%	-$4.66K	﹤0.01%	1154
2024 Q3	$50.5K	Hold	1,033	–	–	﹤0.01%	1029
2024 Q2	$37.7K	Sell	1,033 -98	-9%	-$3.03K	﹤0.01%	1086
2024 Q1	$43.6K	Sell	1,131 -350	-24%	-$9.2K	﹤0.01%	1083
2023 Q4	$45.7K	Buy	+1,481	New	+$31.5K	﹤0.01%	970

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

TD Waterhouse Canada's BWIN Position: Q4 2025 in Review

TD Waterhouse Canada sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 841 shares — an estimated $22.8K sold.

TD Waterhouse Canada first reported a position in BWIN in Q4 2023 and held it in 8 quarters. The position peaked at $50.5K in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

TD Waterhouse Canada reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
TD Waterhouse Canada sold 841 Baldwin Insurance Group shares in Q4 2025, an estimated $22.8K.
TD Waterhouse Canada first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 8 quarters.
TD Waterhouse Canada's Baldwin Insurance Group position peaked at $50.5K in Q3 2024.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on TD Waterhouse Canada's 13F filing for Q4 2025, filed 27 Jan 2026.