WA
BWIN

Waverly Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Waverly 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
2026
Q1 		$239K Buy
+10,914
New +$236K ﹤0.01% 1418
2025
Q3 		– Sell
-4,763
Closed -$204K – 1324
2025
Q2 		$204K Buy
4,763
+6
+0.1% +$243 ﹤0.01% 1117
2025
Q1 		$213K Buy
+4,757
New +$194K ﹤0.01% 1037
2024
Q4 		– Sell
-4,757
Closed -$237K – 1022
2024
Q3 		$237K Buy
+4,757
New +$207K ﹤0.01% 735

Other funds holding BWIN

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BlackRock
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Bank of New York Mellon
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VPM
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VCM
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BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return