TFA
BWIN

Toth Financial Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Toth Financial Advisory’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
-2,715
Closed -$116K – 848
2025
Q2 		$116K Sell
2,715
-14,620
-84% -$593K 0.01% 235
2025
Q1 		$775K Buy
17,335
+550
+3% +$22.4K 0.09% 138
2024
Q4 		$651K Buy
16,785
+770
+5% +$35.9K 0.08% 146
2024
Q3 		$798K Hold
16,015
– – 0.09% 136
2024
Q2 		$568K Buy
+16,015
New +$496K 0.07% 150
2022
Q1 		– Sell
-16,850
Closed -$608K – 820
2021
Q4 		$608K Buy
16,850
+8,425
+100% +$311K 0.08% 160
2021
Q3 		$280K Buy
+8,425
New +$264K 0.04% 175

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
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

Toth Financial Advisory's BWIN Position: Q3 2025 in Review

Toth Financial Advisory sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 2,715 shares — an estimated $116K sold.

Toth Financial Advisory first reported a position in BWIN in Q3 2021 and held it in 7 quarters. The position peaked at $798K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Toth Financial Advisory reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 2,715 Baldwin Insurance Group shares in Q3 2025, an estimated $116K.
  • Toth Financial Advisory first reported a position in Baldwin Insurance Group in Q3 2021 and held it in 7 quarters.
  • Toth Financial Advisory's Baldwin Insurance Group position peaked at $798K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.