XT
BWIN

XTX Topco’s Baldwin Insurance Group BWIN Stock Holding History

XTX Topco’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 		$2.68M Buy
122,105
+97,979
+406% +$2.12M 0.05% 629
2025
Q4 		$580K Buy
+24,126
New +$614K 0.02% 1471
2025
Q2 		– Sell
-4,502
Closed -$201K – 3322
2025
Q1 		$201K Buy
+4,502
New +$183K 0.01% 1704
2023
Q3 		– Sell
-12,604
Closed -$312K – 2081
2023
Q2 		$312K Buy
12,604
+4,416
+54% +$105K 0.06% 689
2023
Q1 		$208K Buy
+8,188
New +$227K 0.04% 930

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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