TPI
BWIN

Trust Point Inc’s Baldwin Insurance Group BWIN Stock Holding History

Trust Point Inc’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
Q1 		– Sell
-9,981
Closed -$387K – 571
2024
Q4 		$387K Sell
9,981
-9,798
-50% -$457K 0.03% 354
2024
Q3 		$985K Buy
19,779
+31
+0.2% +$1.35K 0.07% 167
2024
Q2 		$700K Buy
19,748
+315
+2% +$9.75K 0.06% 205
2024
Q1 		$562K Buy
19,433
+6,726
+53% +$177K 0.04% 265
2023
Q4 		$305K Buy
+12,707
New +$270K 0.03% 391

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Trust Point Inc's BWIN Position: Q1 2025 in Review

Trust Point Inc sold out of Baldwin Insurance Group (BWIN) in Q1 2025, closing a stake of 9,981 shares — an estimated $387K sold.

Trust Point Inc first reported a position in BWIN in Q4 2023 and held it in 5 quarters. The position peaked at $985K in Q3 2024. 221 funds tracked by Wall St. Rank hold BWIN as of Q1 2025.

  • Trust Point Inc reported no remaining Baldwin Insurance Group position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 9,981 Baldwin Insurance Group shares in Q1 2025, an estimated $387K.
  • Trust Point Inc first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Baldwin Insurance Group position peaked at $985K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.