ZB
BWIN

Zions Bancorporation’s Baldwin Insurance Group BWIN Stock Holding History

Zions Bancorporation’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
2024
Q4 		$2.05M Buy
52,983
+8,732
+20% +$407K 0.13% 151
2024
Q3 		$2.2M Buy
44,251
+6,866
+18% +$299K 0.16% 124
2024
Q2 		$1.33M Buy
+37,385
New +$1.16M 0.11% 151

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Zions Bancorporation's BWIN Position: Q4 2024 in Review

Zions Bancorporation increased its Baldwin Insurance Group (BWIN) stake by 20% in Q4 2024, buying an estimated $407K and bringing the position to 52,983 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #151.

Zions Bancorporation first reported a position in BWIN in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.2M in Q3 2024. 208 funds tracked by Wall St. Rank hold BWIN as of Q4 2024.

  • Zions Bancorporation held 52,983 shares of Baldwin Insurance Group worth $2.05M as of Q4 2024.
  • Zions Bancorporation bought 8,732 Baldwin Insurance Group shares in Q4 2024, an estimated $407K.
  • Baldwin Insurance Group made up 0.13% of Zions Bancorporation's portfolio in Q4 2024, its #151 holding.
  • Zions Bancorporation first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's Baldwin Insurance Group position peaked at $2.2M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.