Tributary Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Tributary Capital 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
2026 Q1	$8.08M	Sell	368,368 -9,850	-3%	-$213K	0.78%	58
2025 Q4	$9.09M	Sell	378,218 -29,508	-7%	-$751K	0.9%	55
2025 Q3	$11.5M	Sell	407,726 -15,879	-4%	-$551K	1.04%	49
2025 Q2	$18.1M	Sell	423,605 -31,919	-7%	-$1.3M	1.61%	23
2025 Q1	$20.4M	Sell	455,524 -16,285	-3%	-$663K	1.78%	20
2024 Q4	$18.3M	Sell	471,809 -824	-0.2%	-$38.4K	1.42%	36
2024 Q3	$23.5M	Sell	472,633 -2,344	-0.5%	-$102K	1.83%	20
2024 Q2	$16.8M	Buy	474,977 +1,394	+0.3%	+$43.1K	1.4%	37
2024 Q1	$13.7M	Buy	473,583 +4,278	+0.9%	+$112K	1.12%	50
2023 Q4	$11.3M	Buy	469,305 +48,980	+12%	+$1.04M	0.95%	57
2023 Q3	$9.76M	Buy	420,325 +63,392	+18%	+$1.59M	0.92%	58
2023 Q2	$8.84M	Sell	356,933 -5,592	-2%	-$132K	0.79%	60
2023 Q1	$9.23M	Buy	362,525 +11,416	+3%	+$317K	0.86%	60
2022 Q4	$8.83M	Sell	351,109 -12,633	-3%	-$348K	0.88%	62
2022 Q3	$9.59M	Sell	363,742 -89,390	-20%	-$2.55M	1.01%	55
2022 Q2	$10.9M	Buy	+453,132	New	+$11M	1.09%	47

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 $5.72T 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

Tributary Capital Management's BWIN Position: Q1 2026 in Review

Tributary Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 2.6% in Q1 2026, selling an estimated $213K and leaving 368,368 shares worth $8.08M. The position accounts for 0.78% of the portfolio, ranked #58.

Tributary Capital Management first reported a position in BWIN in Q2 2022 and has held it in 16 quarters since. The position peaked at $23.5M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Tributary Capital Management held 368,368 shares of Baldwin Insurance Group worth $8.08M as of Q1 2026.
Tributary Capital Management sold 9,850 Baldwin Insurance Group shares in Q1 2026, an estimated $213K.
Baldwin Insurance Group made up 0.78% of Tributary Capital Management's portfolio in Q1 2026, its #58 holding.
Tributary Capital Management first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 16 quarters since.
Tributary Capital Management's Baldwin Insurance Group position peaked at $23.5M in Q3 2024.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Tributary Capital Management's 13F filing for Q1 2026, filed 4 May 2026.