William Blair & Company
BWIN

William Blair & Company’s Baldwin Insurance Group BWIN Stock Holding History

William Blair & Company’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 		$482K Sell
21,954
-1,403
-6% -$30.3K ﹤0.01% 1170
2025
Q4 		$561K Sell
23,357
-6,687
-22% -$170K ﹤0.01% 1103
2025
Q3 		$848K Buy
+30,044
New +$1.04M ﹤0.01% 959
2024
Q4 		– Sell
-6,133
Closed -$305K – 1894
2024
Q3 		$305K Buy
+6,133
New +$267K ﹤0.01% 1277
2021
Q1 		– Sell
-19,470
Closed -$584K – 1915
2020
Q4 		$584K Buy
+19,470
New +$563K ﹤0.01% 1039

Other funds holding BWIN

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BlackRock
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Bank of New York Mellon
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
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