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Amalgamated Bank’s Baldwin Insurance Group BWIN Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-2,243
Closed -$54K – 2863
2025
Q4 		$54K Sell
2,243
-65
-3% -$1.66K ﹤0.01% 1820
2025
Q3 		$65K Hold
2,308
– – ﹤0.01% 1772
2025
Q2 		$99K Hold
2,308
– – ﹤0.01% 1694
2025
Q1 		$103K Buy
2,308
+228
+11% +$9.29K ﹤0.01% 1673
2024
Q4 		$81K Hold
2,080
– – ﹤0.01% 1743
2024
Q3 		$104K Hold
2,080
– – ﹤0.01% 1708
2024
Q2 		$74K Hold
2,080
– – ﹤0.01% 1779
2024
Q1 		$60K Sell
2,080
-6,712
-76% -$176K ﹤0.01% 1826
2023
Q4 		$211K Sell
8,792
-285
-3% -$6.06K ﹤0.01% 1781
2023
Q3 		$211K Hold
9,077
– – ﹤0.01% 1768
2023
Q2 		$225K Buy
9,077
+460
+5% +$10.9K ﹤0.01% 1782
2023
Q1 		$219K Sell
8,617
-1,494
-15% -$41.5K ﹤0.01% 1768
2022
Q4 		$254K Buy
10,111
+464
+5% +$12.8K ﹤0.01% 1764
2022
Q3 		$254K Buy
9,647
+410
+4% +$11.7K ﹤0.01% 1763
2022
Q2 		$223K Buy
9,237
+1,505
+19% +$36.6K ﹤0.01% 1830
2022
Q1 		$207K Sell
7,732
-579
-7% -$16.7K ﹤0.01% 1926
2021
Q4 		$300K Sell
8,311
-15
-0.2% -$554 ﹤0.01% 1817
2021
Q3 		$277K Sell
8,326
-391
-4% -$12.2K ﹤0.01% 1871
2021
Q2 		$232K Buy
+8,717
New +$236K ﹤0.01% 1982

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amalgamated Bank's BWIN Position: Q1 2026 in Review

Amalgamated Bank sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 2,243 shares — an estimated $54K sold.

Amalgamated Bank first reported a position in BWIN in Q2 2021 and held it in 19 quarters. The position peaked at $300K in Q4 2021. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Amalgamated Bank reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,243 Baldwin Insurance Group shares in Q1 2026, an estimated $54K.
  • Amalgamated Bank first reported a position in Baldwin Insurance Group in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's Baldwin Insurance Group position peaked at $300K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.