ETF Holdings Breakdown of BWIN

Stock Name	The Baldwin Insurance Group, Inc.
Ticker	BWIN(USD) NASDAQ
TYPE	Common Stock
Country	USA

News associated with BWIN

Continuum Advisory LLC Has $63,000 Stock Holdings in Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Continuum Advisory LLC trimmed its stake in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) by 27.9% in the 1st quarter, HoldingsChannel reports. The firm owned 1,401 shares of the company’s stock after selling 543 shares during the quarter. Continuum Advisory LLC’s holdings in Baldwin Insurance Group were worth $63,000 at the end […] - 2025-06-26 08:13:08
Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Receives $44.83 Average PT from Brokerages: Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) has received an average rating of “Hold” from the seven analysts that are presently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, two have given a hold rating and four have given a buy rating to the company. The […] - 2025-06-19 05:46:56
Trevor Baldwin Sells 58,000 Shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Stock: The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) CEO Trevor Baldwin sold 58,000 shares of the firm’s stock in a transaction dated Wednesday, June 11th. The shares were sold at an average price of $38.48, for a total value of $2,231,840.00. Following the completion of the sale, the chief executive officer now owns […] - 2025-06-16 08:18:57
Trevor Baldwin Sells 117,000 Shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Stock: The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) CEO Trevor Baldwin sold 117,000 shares of the company’s stock in a transaction that occurred on Thursday, June 12th. The stock was sold at an average price of $39.83, for a total value of $4,660,110.00. Following the sale, the chief executive officer now directly owns […] - 2025-06-16 08:18:50
The Baldwin Insurance Group (NASDAQ:BWIN) Price Target Cut to $50.00 by Analysts at BMO Capital Markets: The Baldwin Insurance Group (NASDAQ:BWIN – Free Report) had its price objective decreased by BMO Capital Markets from $51.00 to $50.00 in a report released on Friday,Benzinga reports. BMO Capital Markets currently has an outperform rating on the stock. Several other analysts have also weighed in on BWIN. Jefferies Financial Group raised their price objective […] - 2025-06-16 06:14:42
Ameriprise Financial Inc. Acquires Shares of 9,756 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Ameriprise Financial Inc. acquired a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 9,756 shares of the company’s stock, valued at approximately $378,000. Other hedge funds also recently bought and sold shares of the company. Elevation Wealth Partners LLC […] - 2025-06-05 07:20:52
39,456 Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Purchased by Two Sigma Investments LP: Two Sigma Investments LP purchased a new position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 39,456 shares of the company’s stock, valued at approximately $1,529,000. Several other institutional investors also recently modified their […] - 2025-06-04 08:08:52
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Director Sells $2,395,000.00 in Stock: The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) Director Lowry Baldwin sold 62,500 shares of the company’s stock in a transaction that occurred on Wednesday, May 28th. The stock was sold at an average price of $38.32, for a total value of $2,395,000.00. The transaction was disclosed in a legal filing with the […] - 2025-06-02 09:37:00
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys Shares of 177,875 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 177,875 shares of the company’s […] - 2025-06-02 09:00:54
267,836 Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Acquired by Nuveen Asset Management LLC: Nuveen Asset Management LLC bought a new position in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 267,836 shares of the company’s stock, valued at approximately $10,381,000. Other hedge […] - 2025-05-28 07:58:57
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Given Average Recommendation of “Hold” by Analysts: Shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) have been assigned a consensus rating of “Hold” from the seven ratings firms that are presently covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and four have issued a […] - 2025-05-22 05:07:27
99,562 Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Purchased by D. E. Shaw & Co. Inc.: D. E. Shaw & Co. Inc. acquired a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 99,562 shares of the company’s stock, valued at approximately $3,859,000. D. E. Shaw & […] - 2025-05-19 07:55:10
The Manufacturers Life Insurance Company Purchases Shares of 35,507 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): The Manufacturers Life Insurance Company purchased a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund purchased 35,507 shares of the company’s stock, valued at approximately $1,376,000. Several other hedge funds also recently added to or reduced their stakes in BWIN. Elevation Wealth […] - 2025-05-13 08:22:59
Contrasting The Baldwin Insurance Group (NASDAQ:BWIN) & TWFG (NASDAQ:TWFG): The Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) and TWFG (NASDAQ:TWFG – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, profitability, institutional ownership, analyst recommendations, valuation and risk. Insider and Institutional Ownership 77.5% of The […] - 2025-05-09 06:14:45
Voya Investment Management LLC Decreases Stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Voya Investment Management LLC cut its holdings in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,818 shares of the company’s stock after selling 1,677 shares […] - 2025-05-08 09:11:12
Mariner LLC Acquires Shares of 13,229 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Mariner LLC purchased a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 13,229 shares of the company’s stock, valued at approximately $513,000. Other large investors have also […] - 2025-05-02 08:09:03
CANADA LIFE ASSURANCE Co Acquires New Holdings in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): CANADA LIFE ASSURANCE Co purchased a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 18,427 shares of the company’s stock, valued at approximately $713,000. A number of other institutional investors have also […] - 2025-04-30 09:19:07
Brokerages Set The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) PT at $45.29: The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the eight research firms that are covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, two have given a hold rating, four have issued a buy rating and […] - 2025-04-30 05:10:53
Wells Fargo & Company MN Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Wells Fargo & Company MN bought a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 75,784 shares of the company’s stock, valued at approximately $2,937,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. […] - 2025-04-24 07:36:51
6,973 Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Bought by Summit Investment Advisors Inc.: Summit Investment Advisors Inc. purchased a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 6,973 shares of the company’s stock, valued at approximately $270,000. Other institutional investors and […] - 2025-04-22 08:10:29
Analyzing The Baldwin Insurance Group (NASDAQ:BWIN) and TWFG (NASDAQ:TWFG): The Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) and TWFG (NASDAQ:TWFG – Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, valuation, institutional ownership, dividends, risk, analyst recommendations and earnings. Institutional and Insider Ownership 77.5% of The […] - 2025-04-18 05:44:49
Alliancebernstein L.P. Purchases Shares of 82,208 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Alliancebernstein L.P. acquired a new position in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 82,208 shares of the company’s stock, valued at approximately $3,186,000. A number of other large investors have also made changes to their positions in BWIN. Vanguard Group Inc. […] - 2025-04-16 07:31:00
Corebridge Financial Inc. Purchases New Holdings in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Corebridge Financial Inc. acquired a new position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 33,138 shares of the company’s stock, valued at approximately $1,284,000. Other institutional investors and hedge funds have also recently […] - 2025-04-04 08:40:55
Envestnet Portfolio Solutions Inc. Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Envestnet Portfolio Solutions Inc. bought a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 7,640 shares of the company’s stock, valued at approximately $296,000. Other large investors have also recently […] - 2025-03-28 08:38:50
Natixis Advisors LLC Buys Shares of 22,272 The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Natixis Advisors LLC purchased a new position in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 22,272 shares of the company’s stock, valued at approximately $863,000. Several other institutional investors and hedge funds have also made changes to their positions in the […] - 2025-03-27 07:58:50
Cibc World Markets Corp Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Cibc World Markets Corp acquired a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 6,237 shares of the company’s stock, valued at approximately $242,000. Other institutional investors […] - 2025-03-26 08:40:48
35,448 Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Purchased by Corient Private Wealth LLC: Corient Private Wealth LLC purchased a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 35,448 shares of the company’s stock, valued at approximately $1,374,000. A number of other hedge […] - 2025-03-26 08:01:07
Amalgamated Bank Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Amalgamated Bank bought a new position in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund bought 2,080 shares of the company’s stock, valued at approximately $81,000. A number of other hedge funds have also recently modified their holdings of the company. JPMorgan Chase […] - 2025-03-06 10:55:50
Principal Financial Group Inc. Takes $2.32 Million Position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Principal Financial Group Inc. acquired a new position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 59,859 shares of the company’s stock, valued at approximately $2,320,000. A number of other hedge funds have also made changes to their positions in the business. Elevation Wealth […] - 2025-03-06 10:01:07
Truist Financial Corp Invests $397,000 in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Truist Financial Corp bought a new position in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 10,234 shares of the company’s stock, valued at approximately $397,000. A number of other institutional investors have […] - 2025-03-05 08:34:49

BWIN institutional holdings

The following institutional investment holdings of BWIN have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 47,433 USD 2,008,788

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 48,351 USD 2,047,665

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 2,037 USD 86,267

Total = 97,821 USD 4,142,720
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	47,433	USD 2,008,788
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	48,351	USD 2,047,665
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	2,037	USD 86,267
Total =	97,821	USD 4,142,720

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