WHG
BWIN

Westwood Holdings Group’s Baldwin Insurance Group BWIN Stock Holding History

Westwood Holdings Group’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
Q2 		$51.5M Sell
1,938,370
-638,826
-25% -$13.8M 0.39% 81
2026
Q1 		$56.5M Sell
2,577,196
-274,322
-10% -$5.93M 0.41% 88
2025
Q4 		$68.5M Buy
2,851,518
+362,454
+15% +$9.23M 0.56% 63
2025
Q3 		$70.2M Buy
2,489,064
+568,534
+30% +$19.7M 0.5% 81
2025
Q2 		$82.2M Buy
1,920,530
+142,506
+8% +$5.78M 0.59% 51
2025
Q1 		$79.5M Sell
1,778,024
-212,794
-11% -$8.67M 0.6% 56
2024
Q4 		$77.2M Buy
1,990,818
+300,912
+18% +$14M 0.59% 56
2024
Q3 		$84.2M Sell
1,689,906
-529,242
-24% -$23M 0.35% 91
2024
Q2 		$78.7M Sell
2,219,148
-516,302
-19% -$16M 0.37% 82
2024
Q1 		$79.2M Sell
2,735,450
-279,820
-9% -$7.35M 0.62% 53
2023
Q4 		$72.4M Buy
3,015,270
+1,272,353
+73% +$27M 0.61% 60
2023
Q3 		$40.5M Sell
1,742,917
-258,877
-13% -$6.48M 0.38% 104
2023
Q2 		$49.6M Buy
2,001,794
+515,765
+35% +$12.2M 0.44% 98
2023
Q1 		$37.8M Buy
1,486,029
+1,054,147
+244% +$29.3M 0.34% 104
2022
Q4 		$10.9M Buy
431,882
+221,704
+105% +$6.11M 0.1% 196
2022
Q3 		$5.54M Sell
210,178
-233,385
-53% -$6.65M 0.07% 200
2022
Q2 		$10.7M Buy
+443,563
New +$10.8M 0.12% 190
2020
Q4 		– Sell
-61,059
Closed -$1.52M – 463
2020
Q3 		$1.52M Sell
61,059
-932,038
-94% -$20.2M 0.02% 292
2020
Q2 		$17.2M Sell
993,097
-34,687
-3% -$419K 0.23% 141
2020
Q1 		$10.8M Buy
1,027,784
+799,368
+350% +$12.2M 0.16% 175
2019
Q4 		$3.67M Buy
+228,416
New +$3.64M 0.04% 275

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westwood Holdings Group's BWIN Position: Q2 2026 in Review

Westwood Holdings Group reduced its Baldwin Insurance Group (BWIN) stake by 25% in Q2 2026, selling an estimated $13.8M and leaving 1,938,370 shares worth $51.5M. The position accounts for 0.39% of the portfolio, ranked #81.

Westwood Holdings Group first reported a position in BWIN in Q4 2019 and has held it in 21 quarters since. The position peaked at $84.2M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Westwood Holdings Group held 1,938,370 shares of Baldwin Insurance Group worth $51.5M as of Q2 2026.
  • Westwood Holdings Group sold 638,826 Baldwin Insurance Group shares in Q2 2026, an estimated $13.8M.
  • Baldwin Insurance Group made up 0.39% of Westwood Holdings Group's portfolio in Q2 2026, its #81 holding.
  • Westwood Holdings Group first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 21 quarters since.
  • Westwood Holdings Group's Baldwin Insurance Group position peaked at $84.2M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.