AllianceBernstein’s Baldwin Insurance Group BWIN Stock Holding History

AllianceBernstein’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	$2.33M	Sell	106,200 -23	-0%	-$497	﹤0.01%	1965
2026 Q1	$2.55M	Buy	106,223 +24,080	+29%	+$521K	﹤0.01%	1867
2025 Q4	$1.97M	Sell	82,143 -691	-0.8%	-$17.6K	﹤0.01%	2013
2025 Q3	$2.34M	Buy	82,834 +715	+0.9%	+$24.8K	﹤0.01%	1917
2025 Q2	$3.52M	Hold	82,119	–	–	﹤0.01%	1649
2025 Q1	$3.67M	Sell	82,119 -89	-0.1%	-$3.63K	﹤0.01%	1581
2024 Q4	$3.19M	Buy	82,208 +10,908	+15%	+$509K	﹤0.01%	1713
2024 Q3	$3.55M	Sell	71,300 -3,140	-4%	-$137K	﹤0.01%	1684
2024 Q2	$2.64M	Buy	74,440 +12,740	+21%	+$394K	﹤0.01%	1797
2024 Q1	$1.79M	Hold	61,700	–	–	﹤0.01%	1980
2023 Q4	$1.48M	Sell	61,700 -5,900	-9%	-$125K	﹤0.01%	2089
2023 Q3	$1.57M	Hold	67,600	–	–	﹤0.01%	2007
2023 Q2	$1.68M	Hold	67,600	–	–	﹤0.01%	2002
2023 Q1	$1.72M	Hold	67,600	–	–	﹤0.01%	1953
2022 Q4	$1.7M	Buy	67,600 +6,700	+11%	+$185K	﹤0.01%	2016
2022 Q3	$1.6M	Sell	60,900 -3,000	-5%	-$85.4K	﹤0.01%	2026
2022 Q2	$1.54M	Buy	63,900 +12,400	+24%	+$301K	﹤0.01%	2107
2022 Q1	$1.38M	Buy	51,500 +8,400	+19%	+$242K	﹤0.01%	2298
2021 Q4	$1.56M	Buy	43,100 +2,800	+7%	+$103K	﹤0.01%	2274
2021 Q3	$1.34M	Sell	40,300 -2,600	-6%	-$81.4K	﹤0.01%	2381
2021 Q2	$1.14M	Buy	42,900 +2,600	+6%	+$70.5K	﹤0.01%	2480
2021 Q1	$1.1M	Hold	40,300	–	–	﹤0.01%	2373
2020 Q4	$1.21M	Hold	40,300	–	–	﹤0.01%	2216
2020 Q3	$1M	Buy	40,300 +13,500	+50%	+$292K	﹤0.01%	2184
2020 Q2	$463K	Buy	26,800 +12,100	+82%	+$146K	﹤0.01%	2664
2020 Q1	$155K	Buy	+14,700	New	+$224K	﹤0.01%	2859

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

AllianceBernstein's BWIN Position: Q2 2026 in Review

AllianceBernstein reduced its Baldwin Insurance Group (BWIN) stake by 0.02% in Q2 2026, selling an estimated $497 and leaving 106,200 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

AllianceBernstein first reported a position in BWIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.67M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

AllianceBernstein held 106,200 shares of Baldwin Insurance Group worth $2.33M as of Q2 2026.
AllianceBernstein sold 23 Baldwin Insurance Group shares in Q2 2026, an estimated $497.
Baldwin Insurance Group made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1965 holding.
AllianceBernstein first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 26 quarters since.
AllianceBernstein's Baldwin Insurance Group position peaked at $3.67M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.