Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWIN
Verition Fund Management’s
Baldwin Insurance Group
BWIN
Stock Holding History
Verition Fund Management’s Portfolio
BWIN Stock Details
BWIN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-95,581
Closed
-$2.3M
–
3742
2025
Q4
$2.3M
Buy
95,581
+26,387
+38%
+$672K
0.01%
1477
2025
Q3
$1.95M
Sell
69,194
-49,213
-42%
-$1.71M
0.01%
2003
2025
Q2
$5.07M
Buy
118,407
+105,039
+786%
+$4.26M
0.03%
1101
2025
Q1
$597K
Sell
13,368
-11,093
-45%
-$452K
﹤0.01%
2469
2024
Q4
$948K
Buy
+24,461
New
+$1.14M
﹤0.01%
2088
2024
Q3
–
Sell
-8,022
Closed
-$285K
–
3560
2024
Q2
$285K
Buy
+8,022
New
+$248K
﹤0.01%
2386
2023
Q4
–
Sell
-9,550
Closed
-$222K
–
2750
2023
Q3
$222K
Buy
+9,550
New
+$239K
﹤0.01%
1917
Other funds holding BWIN
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close