Americana Partners’s Baldwin Insurance Group BWIN Stock Holding History

Americana Partners’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	$642K	Hold	24,156	–	–	0.01%	365
2026 Q1	$530K	Buy	+24,156	New	+$522K	0.01%	345

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

Americana Partners's BWIN Position: Q2 2026 in Review

Americana Partners held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 24,156 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #365.

Americana Partners 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.

Americana Partners held 24,156 shares of Baldwin Insurance Group worth $642K as of Q2 2026.
Americana Partners left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.01% of Americana Partners's portfolio in Q2 2026, its #365 holding.
Americana Partners 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 Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.