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Van Hulzen Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Van Hulzen Asset 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
2025
Q4 		– Sell
-36,719
Closed -$1.04M – 359
2025
Q3 		$1.04M Sell
36,719
-860
-2% -$29.9K 0.08% 159
2025
Q2 		$1.61M Sell
37,579
-15,275
-29% -$620K 0.13% 117
2025
Q1 		$2.36M Sell
52,854
-1,027
-2% -$41.8K 0.22% 89
2024
Q4 		$2.09M Sell
53,881
-24,872
-32% -$1.16M 0.15% 110
2024
Q3 		$3.92M Buy
78,753
+756
+1% +$32.9K 0.28% 72
2024
Q2 		$2.77M Buy
77,997
+40,688
+109% +$1.26M 0.19% 85
2024
Q1 		$1.08M Buy
37,309
+4,168
+13% +$109K 0.07% 160
2023
Q4 		$796K Buy
33,141
+2,350
+8% +$49.9K 0.06% 184
2023
Q3 		$715K Buy
30,791
+10,244
+50% +$256K 0.06% 183
2023
Q2 		$509K Buy
20,547
+4,312
+27% +$102K 0.04% 185
2023
Q1 		$413K Buy
16,235
+2,812
+21% +$78.1K 0.04% 197
2022
Q4 		$337K Buy
13,423
+701
+6% +$19.3K 0.04% 216
2022
Q3 		$335K Buy
12,722
+413
+3% +$11.8K 0.04% 201
2022
Q2 		$297K Buy
+12,309
New +$299K 0.04% 220

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Van Hulzen Asset Management's BWIN Position: Q4 2025 in Review

Van Hulzen Asset Management sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 36,719 shares — an estimated $1.04M sold.

Van Hulzen Asset Management first reported a position in BWIN in Q2 2022 and held it in 14 quarters. The position peaked at $3.92M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Van Hulzen Asset Management reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 36,719 Baldwin Insurance Group shares in Q4 2025, an estimated $1.04M.
  • Van Hulzen Asset Management first reported a position in Baldwin Insurance Group in Q2 2022 and held it in 14 quarters.
  • Van Hulzen Asset Management's Baldwin Insurance Group position peaked at $3.92M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Van Hulzen Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.