VCA
BWIN

Verdence Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Verdence Capital Advisors’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
Q3 		– Sell
-7,921
Closed -$339K – 743
2025
Q2 		$339K Buy
7,921
+595
+8% +$24.1K 0.02% 523
2025
Q1 		$327K Buy
7,326
+1,785
+32% +$72.7K 0.03% 507
2024
Q4 		$215K Sell
5,541
-1,989
-26% -$92.8K 0.02% 595
2024
Q3 		$375K Buy
7,530
+401
+6% +$17.4K 0.03% 452
2024
Q2 		$253K Buy
7,129
+120
+2% +$3.71K 0.02% 517
2024
Q1 		$203K Buy
+7,009
New +$184K 0.02% 570

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Verdence Capital Advisors's BWIN Position: Q3 2025 in Review

Verdence Capital Advisors sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 7,921 shares — an estimated $339K sold.

Verdence Capital Advisors first reported a position in BWIN in Q1 2024 and held it in 6 quarters. The position peaked at $375K in Q3 2024. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

  • Verdence Capital Advisors reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 7,921 Baldwin Insurance Group shares in Q3 2025, an estimated $339K.
  • Verdence Capital Advisors first reported a position in Baldwin Insurance Group in Q1 2024 and held it in 6 quarters.
  • Verdence Capital Advisors's Baldwin Insurance Group position peaked at $375K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Verdence Capital Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.