BWIN β€” THE BALDWIN INSURANCE GRP IN COM CL A

Ownership history in CIBC WORLD MARKETS CORP  Β·  3 quarters on record

AI Ownership Summary

CIBC WORLD MARKETS CORP reported THE BALDWIN INSURANCE GRP IN COM CL A (BWIN) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BWIN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIBC WORLD MARKETS CORP's position in THE BALDWIN INSURANCE GRP IN COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BWIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CIBC WORLD MARKETS CORP held BWIN β€” position size vs. price
% of Fund (quarterly)    BWIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 8,663 -6,310 -42.1% 0.00% $371K 2025-08-14 $33.19
2025 Q1 ADDED 14,973 +8,736 +140.1% 0.01% $669K 2025-05-13 $38.50
2024 Q4 INITIATED 6,237 β€” β€” 0.00% $242K 2025-02-10 $41.65

FAQ About CIBC WORLD MARKETS CORP and BWIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIBC WORLD MARKETS CORP reported owning BWIN?

CIBC WORLD MARKETS CORP reported BWIN across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported BWIN position in CIBC WORLD MARKETS CORP's portfolio?

The largest reported portfolio weight for BWIN was 0.01% in 2025 Q1.

What is the latest reported BWIN position on this page?

The most recent filing on this page is 2025 Q2, when CIBC WORLD MARKETS CORP reported 8,663 shares, equal to 0.00% of portfolio, with an estimated market value of $371K.

What does the chart on this BWIN ownership page compare?

The chart compares CIBC WORLD MARKETS CORP's quarterly BWIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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