BWIN β€” THE BALDWIN INSURANCE GRP IN

Ownership history in PRUDENTIAL FINANCIAL INC  Β·  6 quarters on record

AI Ownership Summary

PRUDENTIAL FINANCIAL INC reported THE BALDWIN INSURANCE GRP IN (BWIN) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. 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 PRUDENTIAL FINANCIAL INC's position in THE BALDWIN INSURANCE GRP IN, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 PRUDENTIAL FINANCIAL INC held BWIN β€” position size vs. price
% of Fund (quarterly)    BWIN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 9,060 +45 +0.5% 0.00% $256K 2025-11-13 $27.80
2025 Q2 ADDED 9,015 +3,995 +79.6% 0.00% $391K 2025-08-12 $32.77
2025 Q1 ADDED 5,020 +420 +9.1% 0.00% $221K 2025-05-13 $38.50
2024 Q4 REDUCED 4,600 -1,427 -23.7% 0.00% $202K 2025-02-11 $40.47
2024 Q3 ADDED 6,027 +35 +0.6% 0.00% $300K 2024-11-14 $44.39
2024 Q2 INITIATED 5,992 β€” β€” 0.00% $213K 2024-08-13 $41.17

FAQ About PRUDENTIAL FINANCIAL INC and BWIN

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

How long has PRUDENTIAL FINANCIAL INC reported owning BWIN?

PRUDENTIAL FINANCIAL INC reported BWIN across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BWIN position in PRUDENTIAL FINANCIAL INC's portfolio?

The largest reported portfolio weight for BWIN was 0.00% in 2025 Q2.

What is the latest reported BWIN position on this page?

The most recent filing on this page is 2025 Q3, when PRUDENTIAL FINANCIAL INC reported 9,060 shares, equal to 0.00% of portfolio, with an estimated market value of $256K.

What does the chart on this BWIN ownership page compare?

The chart compares PRUDENTIAL FINANCIAL INC'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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