William Blair Investment Management
BWIN

William Blair Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

William Blair Investment 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 		$149M Sell
6,794,492
-749,321
-10% -$16.2M 0.49% 53
2025
Q4 		$181M Buy
7,543,813
+2,439,118
+48% +$62.1M 0.51% 46
2025
Q3 		$144M Sell
5,104,695
-298,055
-6% -$10.3M 0.37% 75
2025
Q2 		$231M Sell
5,402,750
-159,720
-3% -$6.48M 0.61% 33
2025
Q1 		$249M Buy
5,562,470
+654,881
+13% +$26.7M 0.7% 31
2024
Q4 		$190M Buy
4,907,589
+2,197,648
+81% +$102M 0.46% 65
2024
Q3 		$135M Sell
2,709,941
-373,340
-12% -$16.2M 0.33% 101
2024
Q2 		$109M Buy
3,083,281
+157,631
+5% +$4.88M 0.29% 95
2024
Q1 		$84.7M Buy
2,925,650
+2,718,869
+1,315% +$71.4M 0.22% 125
2023
Q4 		$4.97M Buy
+206,781
New +$4.39M 0.01% 335

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM