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Cliff Asness’s BWIN Holdings & Trades

First Buy
Q2 2021
Duration Held
8 Quarters
Largest Add
Q4 2025
+12,755 Shares
Current Position
12,755 Shares
$306,503 Value

Cliff Asness's BWIN Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 12,755 shares of The Baldwin Insurance Group, Inc. (BWIN) worth $306,503, representing 0.00% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 8 quarters.

Based on 13F filings, Cliff Asness has maintained this position in BWIN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 12,755 shares. Largest reduction occurred in Q3 2025, reducing 9,263 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's The Baldwin Insurance Group (BWIN) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Baldwin Insurance Group (BWIN) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +12,755 New Buy 12,755 $24.03
Q3 2025 -9,263 Sold Out 0 $0.00
Q2 2025 -1,497 Reduce 13.91% 9,263 $42.81
Q1 2025 -1,439 Reduce 11.80% 10,760 $44.69
Q4 2024 +2,991 Add 32.48% 12,199 $38.76
Q3 2024 +9,208 New Buy 9,208 $49.80
Q3 2021 -7,725 Sold Out 0 $0.00
Q2 2021 +7,725 New Buy 7,725 $26.67

Cliff Asness's The Baldwin Insurance Group Investment FAQs

Cliff Asness first purchased The Baldwin Insurance Group, Inc. (BWIN) in Q2 2021, acquiring 7,725 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held The Baldwin Insurance Group, Inc. (BWIN) for 8 quarters since Q2 2021.

Cliff Asness's largest addition to The Baldwin Insurance Group, Inc. (BWIN) was in Q4 2025, adding 12,755 shares worth $306,503.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 12,755 shares of The Baldwin Insurance Group, Inc. (BWIN), valued at approximately $306,503.

As of the Q4 2025 filing, The Baldwin Insurance Group, Inc. (BWIN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in The Baldwin Insurance Group, Inc. (BWIN) was 12,755 shares, as reported at the end of Q4 2025.