TwinBeech Capital’s Baldwin Insurance Group BWIN Stock Holding History

TwinBeech Capital’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	–	Sell	-37,773	Closed	-$908K	–	874
2025 Q4	$908K	Buy	+37,773	New	+$962K	0.06%	314

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

WHG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TwinBeech Capital's BWIN Position: Q1 2026 in Review

TwinBeech Capital sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 37,773 shares — an estimated $908K sold.

TwinBeech Capital first reported a position in BWIN in Q4 2025 and held it in 1 quarter. The position peaked at $908K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

TwinBeech Capital reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 37,773 Baldwin Insurance Group shares in Q1 2026, an estimated $908K.
TwinBeech Capital first reported a position in Baldwin Insurance Group in Q4 2025 and held it in 1 quarter.
TwinBeech Capital's Baldwin Insurance Group position peaked at $908K in Q4 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.