Verition Fund Management
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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-95,581
Closed -$2.3M – 3715
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 0.02% 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 – 3549
2024
Q2 		$285K Buy
+8,022
New +$248K ﹤0.01% 2386
2023
Q4 		– Sell
-9,550
Closed -$222K – 2730
2023
Q3 		$222K Buy
+9,550
New +$239K ﹤0.01% 1917

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Verition Fund Management's BWIN Position: Q1 2026 in Review

Verition Fund Management sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 95,581 shares — an estimated $2.3M sold.

Verition Fund Management first reported a position in BWIN in Q3 2023 and held it in 7 quarters. The position peaked at $5.07M in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Verition Fund Management reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 95,581 Baldwin Insurance Group shares in Q1 2026, an estimated $2.3M.
  • Verition Fund Management first reported a position in Baldwin Insurance Group in Q3 2023 and held it in 7 quarters.
  • Verition Fund Management's Baldwin Insurance Group position peaked at $5.07M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.