UB
BWIN

UMB Bank’s Baldwin Insurance Group BWIN Stock Holding History

UMB Bank’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 		$8.12K Hold
370
– – ﹤0.01% 1926
2025
Q4 		$8.89K Hold
370
– – ﹤0.01% 1859
2025
Q3 		$10.4K Hold
370
– – ﹤0.01% 1657
2025
Q2 		$15.8K Hold
370
– – ﹤0.01% 1455
2025
Q1 		$16.5K Sell
370
-94
-20% -$3.83K ﹤0.01% 1381
2024
Q4 		$18K Hold
464
– – ﹤0.01% 1298
2024
Q3 		$23.1K Sell
464
-101
-18% -$4.39K ﹤0.01% 1162
2024
Q2 		$20K Buy
565
+55
+11% +$1.7K ﹤0.01% 1069
2024
Q1 		$14.8K Sell
510
-43
-8% -$1.13K ﹤0.01% 1180
2023
Q4 		$13.3K Sell
553
-621
-53% -$13.2K ﹤0.01% 1197
2023
Q3 		$27.3K Buy
1,174
+82
+8% +$2.05K ﹤0.01% 994
2023
Q2 		$27.1K Hold
1,092
– – ﹤0.01% 1008
2023
Q1 		$27.8K Hold
1,092
– – ﹤0.01% 990
2022
Q4 		$27K Hold
1,092
– – ﹤0.01% 1012
2022
Q3 		$29K Sell
1,092
-115
-10% -$3.27K ﹤0.01% 1011
2022
Q2 		$29K Buy
+1,207
New +$29.3K ﹤0.01% 1057

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return