Number of Shares
56,192.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
2.27%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
60.64%

William Blair Small-Mid Cap Core Fund's The Baldwin Insurance Group Inc Holding Summary

As of 2025-03-31, WILLIAM BLAIR FUNDS held 56,192.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $2.51 Mil. This investment constitutes 2.27% of their stock portfolio, and WILLIAM BLAIR FUNDS now holds 0.08% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2023Q4. And since then William Blair Small-Mid Cap Core Fund has made 2 purchases of BWIN, at an average price of $26.02, for a total of 127,723.00 shares. In addition, there have been 4 sales at an average price of $43.45 for 71,531.00 shares. Based on historical transaction data and BWIN's current price of $39.69, William Blair Small-Mid Cap Core Fund's estimated gain on his BWIN holdings is $2.02 Mil, reflecting a 60.64% gain to date.

William Blair Small-Mid Cap Core Fund BWIN ($39.69) Holding Chart

William Blair Small-Mid Cap Core Fund BWIN ($39.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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