Vanguard Group
BWIN

Vanguard Group’s Baldwin Insurance Group BWIN Stock Holding History

Vanguard Group’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 		$165M Buy
6,851,874
+287,241
+4% +$7.31M ﹤0.01% 1645
2025
Q3 		$185M Sell
6,564,633
-61,152
-0.9% -$2.12M ﹤0.01% 1576
2025
Q2 		$284M Buy
6,625,785
+82,681
+1% +$3.35M ﹤0.01% 1330
2025
Q1 		$292M Sell
6,543,104
-44,382
-0.7% -$1.81M 0.01% 1286
2024
Q4 		$255M Buy
6,587,486
+175,381
+3% +$8.18M ﹤0.01% 1426
2024
Q3 		$319M Buy
6,412,105
+113,245
+2% +$4.92M 0.01% 1293
2024
Q2 		$223M Buy
6,298,860
+131,044
+2% +$4.05M ﹤0.01% 1438
2024
Q1 		$178M Buy
6,167,816
+60,539
+1% +$1.59M ﹤0.01% 1588
2023
Q4 		$147M Buy
6,107,277
+111,662
+2% +$2.37M ﹤0.01% 1673
2023
Q3 		$139M Buy
5,995,615
+73,762
+1% +$1.85M ﹤0.01% 1630
2023
Q2 		$147M Buy
5,921,853
+63,959
+1% +$1.51M ﹤0.01% 1641
2023
Q1 		$149M Buy
5,857,894
+73,146
+1% +$2.03M ﹤0.01% 1610
2022
Q4 		$145M Buy
5,784,748
+432,440
+8% +$11.9M ﹤0.01% 1608
2022
Q3 		$141M Buy
5,352,308
+184,814
+4% +$5.26M ﹤0.01% 1597
2022
Q2 		$125M Buy
5,167,494
+2,558,640
+98% +$62.2M ﹤0.01% 1687
2022
Q1 		$70M Sell
2,608,854
-2,346,165
-47% -$67.6M ﹤0.01% 2128
2021
Q4 		$179M Buy
4,955,019
+1,345,414
+37% +$49.7M ﹤0.01% 1674
2021
Q3 		$120M Buy
3,609,605
+1,348,284
+60% +$42.2M ﹤0.01% 1887
2021
Q2 		$60.3M Buy
2,261,321
+16,393
+0.7% +$445K ﹤0.01% 2260
2021
Q1 		$61.2M Buy
2,244,928
+56,525
+3% +$1.54M ﹤0.01% 2204
2020
Q4 		$65.6M Buy
2,188,403
+592,034
+37% +$17.1M ﹤0.01% 2061
2020
Q3 		$39.8M Buy
1,596,369
+128,802
+9% +$2.79M ﹤0.01% 2125
2020
Q2 		$25.3M Buy
1,467,567
+597,665
+69% +$7.21M ﹤0.01% 2302
2020
Q1 		$9.18M Buy
869,902
+14,269
+2% +$217K ﹤0.01% 2659
2019
Q4 		$13.7M Buy
+855,633
New +$13.6M ﹤0.01% 2701

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

Vanguard Group's BWIN Position: Q4 2025 in Review

Vanguard Group increased its Baldwin Insurance Group (BWIN) stake by 4.4% in Q4 2025, buying an estimated $7.31M and bringing the position to 6,851,874 shares worth $165M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Vanguard Group first reported a position in BWIN in Q4 2019 and has held it in 25 quarters since. The position peaked at $319M in Q3 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Vanguard Group held 6,851,874 shares of Baldwin Insurance Group worth $165M as of Q4 2025.
  • Vanguard Group bought 287,241 Baldwin Insurance Group shares in Q4 2025, an estimated $7.31M.
  • Baldwin Insurance Group made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #1645 holding.
  • Vanguard Group first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 25 quarters since.
  • Vanguard Group's Baldwin Insurance Group position peaked at $319M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.