SEC 13F Intelligence

Westwood Holdings Group Inc / BWIN

Westwood Holdings Group Inc’s The Baldwin Insurance Grp In Position

Does Westwood Holdings Group Inc own The Baldwin Insurance Grp In (BWIN)? Yes2.58M shares worth $57M (+0.41% of its 13F portfolio) as of Q1 2026, down from 2.85M shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
2.58M
% of Portfolio
+0.41%
Quarters Held
20
currently held

Position History BWIN

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $11MQ2 ’20: $17MQ3 ’20: $2MQ3 ’20Q2 ’22: $11MQ3 ’22: $6MQ4 ’22: $10,858Q4 ’22Q1 ’23: $37,834Q2 ’23: $49,604Q3 ’23: $40,488Q3 ’23Q4 ’23: $72,427Q1 ’24: $79,164Q2 ’24: $79MQ2 ’24Q3 ’24: $84MQ4 ’24: $77MQ1 ’25: $79MQ1 ’25Q2 ’25: $82MQ3 ’25: $70MQ4 ’25: $69MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.58M$57M+0.41%
Q4 20252.85M$69M+0.56%
Q3 20252.49M$70M+0.50%
Q2 20251.92M$82M+0.61%
Q1 20251.78M$79M+0.60%
Q4 20241.99M$77M+0.59%
Q3 20241.69M$84M+0.35%
Q2 20242.22M$79M+0.37%
Q1 20242.74M$79,164+0.63%
Q4 20233.02M$72,427+0.61%
Q3 20231.74M$40,488+0.38%
Q2 20232.00M$49,604+0.44%
Q1 20231.49M$37,834+0.34%
Q4 2022431.9K$10,858+0.10%
Q3 2022210.2K$6M+0.07%
Q2 2022443.6K$11M+0.12%
Q3 202061.1K$2M+0.02%
Q2 2020993.1K$17M+0.23%
Q1 20201.03M$11M+0.16%
Q4 2019228.4K$4M+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of BWIN.