Truist Financial’s Baldwin Insurance Group BWIN Stock Holding History

Truist Financial’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	-6,243	Closed	-$267K	–	2802
2025 Q2	$267K	Sell	6,243 -434	-6%	-$17.6K	﹤0.01%	2278
2025 Q1	$298K	Sell	6,677 -3,557	-35%	-$145K	﹤0.01%	2148
2024 Q4	$397K	Sell	10,234 -490	-5%	-$22.9K	﹤0.01%	2010
2024 Q3	$534K	Sell	10,724 -135	-1%	-$5.87K	﹤0.01%	1824
2024 Q2	$380K	Buy	10,859 +1,150	+12%	+$35.6K	﹤0.01%	2146
2024 Q1	$281K	Buy	+9,709	New	+$255K	﹤0.01%	2313
2023 Q4	–	Sell	-11,705	Closed	-$272K	–	2734
2023 Q3	$272K	Buy	11,705 +886	+8%	+$22.2K	﹤0.01%	2304
2023 Q2	$268K	Buy	10,819 +652	+6%	+$15.4K	﹤0.01%	2308
2023 Q1	$259K	Buy	+10,167	New	+$282K	﹤0.01%	2302

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

Truist Financial's BWIN Position: Q3 2025 in Review

Truist Financial sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 6,243 shares — an estimated $267K sold.

Truist Financial first reported a position in BWIN in Q1 2023 and held it in 9 quarters. The position peaked at $534K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Truist Financial reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Truist Financial sold 6,243 Baldwin Insurance Group shares in Q3 2025, an estimated $267K.
Truist Financial first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 9 quarters.
Truist Financial's Baldwin Insurance Group position peaked at $534K in Q3 2024.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.