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

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
New York State Common Retirement Fund Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): New York State Common Retirement Fund acquired a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 49,247 shares of the company’s stock, valued at approximately $1,909,000. A number of other institutional investors and hedge funds have also made changes to their […] - 2025-03-03 08:30:57
State of New Jersey Common Pension Fund D Takes Position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): State of New Jersey Common Pension Fund D acquired a new position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 47,471 shares of the company’s stock, valued at approximately $1,840,000. Several other institutional investors also recently bought and sold shares of BWIN. Elevation Wealth […] - 2025-02-26 08:32:59
Venturi Wealth Management LLC Takes $66,000 Position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Venturi Wealth Management LLC bought a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 1,700 shares of the company’s stock, valued at approximately $66,000. Several other large investors have also modified their holdings of BWIN. Elevation Wealth Partners LLC acquired a new […] - 2025-02-25 09:03:04
Rep. C. Scott Franklin Sells Off Shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Representative C. Scott Franklin (R-Florida) recently sold shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN). In a filing disclosed on February 23rd, the Representative disclosed that they had sold between $15,001 and $50,000 in The Baldwin Insurance Group stock on February 6th. The trade occurred in the Representative’s “FIDELITY JOINT TBE” account. Representative C. Scott […] - 2025-02-25 07:06:00
Financial Analysis: The Baldwin Insurance Group (NASDAQ:BWIN) versus AIX (NASDAQ:AIFU): The Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) and AIX (NASDAQ:AIFU – Get Free Report) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, dividends and profitability. Profitability This table compares The Baldwin Insurance […] - 2025-02-21 06:33:11
Janney Montgomery Scott LLC Buys New Shares in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Janney Montgomery Scott LLC acquired a new stake in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 6,944 shares of the company’s stock, valued at approximately $269,000. A number of other hedge funds and other institutional investors have also bought and sold shares of […] - 2025-02-12 08:10:52
abrdn plc Makes New Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): abrdn plc 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 239,000 shares of the company’s stock, valued at approximately $9,264,000. abrdn plc owned approximately 0.20% […] - 2025-02-08 09:10:59
Flagship Harbor Advisors LLC Makes New $200,000 Investment in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN): Flagship Harbor Advisors LLC purchased a new stake in shares of The Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 5,160 shares of the company’s stock, valued at approximately $200,000. Other hedge funds have also recently modified their holdings of the company. Nisa Investment Advisors […] - 2025-01-31 08:41:03

BWIN institutional holdings

The following institutional investment holdings of BWIN have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 46,910 USD 1,847,785

2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 52,072 USD 2,051,116 0.5%

2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 1,177 USD 46,362

Total = 100,159 USD 3,945,263
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	46,910	USD 1,847,785
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	52,072	USD 2,051,116 0.5%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,177	USD 46,362
Total =	100,159	USD 3,945,263

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