Ameriprise’s Baldwin Insurance Group BWIN Stock Holding History

Ameriprise’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	$347K	Buy	13,045 +1,055	+9%	+$22.8K	﹤0.01%	3784
2026 Q1	$263K	Buy	11,990 +3,100	+35%	+$67K	﹤0.01%	3802
2025 Q4	$214K	Sell	8,890 -493,672	-98%	-$12.6M	﹤0.01%	3905
2025 Q3	$14.2M	Buy	+502,562	New	+$17.4M	﹤0.01%	1641
2025 Q2	–	Sell	-9,807	Closed	-$438K	–	4155
2025 Q1	$438K	Buy	9,807 +51	+0.5%	+$2.08K	﹤0.01%	3539
2024 Q4	$378K	Buy	+9,756	New	+$455K	﹤0.01%	3630
2024 Q2	–	Sell	-8,376	Closed	-$242K	–	3951
2024 Q1	$242K	Buy	+8,376	New	+$220K	﹤0.01%	3641
2021 Q2	–	Sell	-77,397	Closed	-$2.11M	–	3975
2021 Q1	$2.11M	Buy	77,397 +9,912	+15%	+$270K	﹤0.01%	2836
2020 Q4	$2.02M	Sell	67,485 -14,418	-18%	-$417K	﹤0.01%	2795
2020 Q3	$2.04M	Sell	81,903 -18,369	-18%	-$398K	﹤0.01%	2657
2020 Q2	$1.73M	Buy	100,272 +28,193	+39%	+$340K	﹤0.01%	2682
2020 Q1	$760K	Buy	72,079 +8,112	+13%	+$123K	﹤0.01%	2950
2019 Q4	$1.03M	Buy	+63,967	New	+$1.02M	﹤0.01%	3042

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

Ameriprise's BWIN Position: Q2 2026 in Review

Ameriprise increased its Baldwin Insurance Group (BWIN) stake by 8.8% in Q2 2026, buying an estimated $22.8K and bringing the position to 13,045 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Ameriprise first reported a position in BWIN in Q4 2019 and has held it in 13 quarters since. The position peaked at $14.2M in Q3 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Ameriprise held 13,045 shares of Baldwin Insurance Group worth $347K as of Q2 2026.
Ameriprise bought 1,055 Baldwin Insurance Group shares in Q2 2026, an estimated $22.8K.
Baldwin Insurance Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3784 holding.
Ameriprise first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 13 quarters since.
Ameriprise's Baldwin Insurance Group position peaked at $14.2M in Q3 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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