1776 Wealth’s Baldwin Insurance Group BWIN Stock Holding History

1776 Wealth’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	537,410 +178,219	+50%	+$3.85M	5.03%	4
2026 Q1	$7.88M	Buy	+359,191	New	+$7.77M	3.1%	6

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1776 Wealth's BWIN Position: Q2 2026 in Review

1776 Wealth increased its Baldwin Insurance Group (BWIN) stake by 50% in Q2 2026, buying an estimated $3.85M and bringing the position to 537,410 shares worth $14.3M. The position accounts for 5.03% of the portfolio, ranked #4.

1776 Wealth first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

1776 Wealth held 537,410 shares of Baldwin Insurance Group worth $14.3M as of Q2 2026.
1776 Wealth bought 178,219 Baldwin Insurance Group shares in Q2 2026, an estimated $3.85M.
Baldwin Insurance Group made up 5.03% of 1776 Wealth's portfolio in Q2 2026, its #4 holding.
1776 Wealth first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.