Xponance’s Baldwin Insurance Group BWIN Stock Holding History

Xponance’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 Q3	–	Sell	-5,437	Closed	-$233K	–	1574
2025 Q2	$233K	Buy	5,437 +414	+8%	+$16.8K	﹤0.01%	1257
2025 Q1	$224K	Buy	+5,023	New	+$205K	﹤0.01%	1229
2024 Q4	–	Sell	-4,365	Closed	-$217K	–	1471
2024 Q3	$217K	Buy	+4,365	New	+$190K	﹤0.01%	1219

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Xponance's BWIN Position: Q3 2025 in Review

Xponance sold out of Baldwin Insurance Group (BWIN) in Q3 2025, closing a stake of 5,437 shares — an estimated $233K sold.

Xponance first reported a position in BWIN in Q3 2024 and held it in 3 quarters. The position peaked at $233K in Q2 2025. 213 funds tracked by Wall St. Rank hold BWIN as of Q3 2025.

Xponance reported no remaining Baldwin Insurance Group position as of Q3 2025 after selling out during the quarter.
Xponance sold 5,437 Baldwin Insurance Group shares in Q3 2025, an estimated $233K.
Xponance first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 3 quarters.
Xponance's Baldwin Insurance Group position peaked at $233K in Q2 2025.
213 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2025.

Based on Xponance's 13F filing for Q3 2025, filed 12 Nov 2025.