Westfield Capital Management
BWIN

Westfield Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Westfield Capital 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
2025
Q4 		– Sell
-1,071,136
Closed -$30.2M – 274
2025
Q3 		$30.2M Sell
1,071,136
-154,812
-13% -$5.38M 0.13% 175
2025
Q2 		$52.5M Buy
1,225,948
+149,101
+14% +$6.05M 0.22% 137
2025
Q1 		$48.1M Buy
1,076,847
+229,353
+27% +$9.34M 0.23% 131
2024
Q4 		$32.8M Buy
847,494
+129,030
+18% +$6.02M 0.14% 166
2024
Q3 		$35.8M Buy
+718,464
New +$31.2M 0.16% 160
2023
Q1 		– Sell
-870,443
Closed -$21.9M – 259
2022
Q4 		$21.9M Buy
870,443
+145,772
+20% +$4.02M 0.17% 156
2022
Q3 		$19.1M Sell
724,671
-261,054
-26% -$7.44M 0.15% 169
2022
Q2 		$23.8M Sell
985,725
-8,919
-0.9% -$217K 0.19% 158
2022
Q1 		$26.7M Sell
994,644
-22,244
-2% -$641K 0.17% 155
2021
Q4 		$36.7M Buy
1,016,888
+106,345
+12% +$3.93M 0.22% 139
2021
Q3 		$30.3M Sell
910,543
-94,740
-9% -$2.97M 0.18% 160
2021
Q2 		$26.8M Buy
1,005,283
+136,847
+16% +$3.71M 0.16% 166
2021
Q1 		$23.7M Buy
868,436
+181,343
+26% +$4.93M 0.15% 164
2020
Q4 		$20.6M Buy
687,093
+307,281
+81% +$8.89M 0.12% 177
2020
Q3 		$9.46M Buy
379,812
+352,122
+1,272% +$7.62M 0.06% 188
2020
Q2 		$478K Buy
+27,690
New +$334K ﹤0.01% 223

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Westfield Capital Management's BWIN Position: Q4 2025 in Review

Westfield Capital Management sold out of Baldwin Insurance Group (BWIN) in Q4 2025, closing a stake of 1,071,136 shares — an estimated $30.2M sold.

Westfield Capital Management first reported a position in BWIN in Q2 2020 and held it in 16 quarters. The position peaked at $52.5M in Q2 2025. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

  • Westfield Capital Management reported no remaining Baldwin Insurance Group position as of Q4 2025 after selling out during the quarter.
  • Westfield Capital Management sold 1,071,136 Baldwin Insurance Group shares in Q4 2025, an estimated $30.2M.
  • Westfield Capital Management first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 16 quarters.
  • Westfield Capital Management's Baldwin Insurance Group position peaked at $52.5M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Westfield Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.