Ameritas Investment Partners
BWIN icon

Ameritas Investment Partners’s Baldwin Insurance Group BWIN Stock Holding History

Ameritas Investment 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 		$237K Buy
8,902
+1,068
+14% +$23.1K 0.01% 1298
2026
Q1 		$172K Buy
7,834
+1,960
+33% +$42.4K 0.01% 1357
2025
Q4 		$141K Hold
5,874
– – ﹤0.01% 1489
2025
Q3 		$166K Sell
5,874
-1,305
-18% -$45.3K 0.01% 1344
2025
Q2 		$307K Buy
7,179
+206
+3% +$8.36K 0.01% 1046
2025
Q1 		$312K Hold
6,973
– – 0.01% 1022
2024
Q4 		$270K Buy
6,973
+302
+5% +$14.1K 0.01% 1151
2024
Q3 		$332K Buy
6,671
+219
+3% +$9.52K 0.01% 1027
2024
Q2 		$229K Buy
6,452
+576
+10% +$17.8K 0.01% 1176
2024
Q1 		$170K Hold
5,876
– – 0.01% 1399
2023
Q4 		$141K Hold
5,876
– – 0.01% 1504
2023
Q3 		$136K Buy
5,876
+1,202
+26% +$30.1K 0.01% 1437
2023
Q2 		$116K Hold
4,674
– – ﹤0.01% 1492
2023
Q1 		$119K Hold
4,674
– – ﹤0.01% 1433
2022
Q4 		$143K Hold
4,674
– – 0.01% 1354
2022
Q3 		$123K Buy
4,674
+288
+7% +$8.2K 0.01% 1354
2022
Q2 		$105K Buy
4,386
+761
+21% +$18.5K ﹤0.01% 1478
2022
Q1 		$97K Hold
3,625
– – ﹤0.01% 1676
2021
Q4 		$131K Hold
3,625
– – ﹤0.01% 1528
2021
Q3 		$121K Hold
3,625
– – ﹤0.01% 1562
2021
Q2 		$97K Hold
3,625
– – ﹤0.01% 1740
2021
Q1 		$99K Hold
3,625
– – ﹤0.01% 1679
2020
Q4 		$109K Buy
3,625
+750
+26% +$21.7K 0.01% 1535
2020
Q3 		$72K Buy
2,875
+1,120
+64% +$24.2K ﹤0.01% 1628
2020
Q2 		$30K Buy
1,755
+461
+36% +$5.56K ﹤0.01% 2140
2020
Q1 		$14K Hold
1,294
– – ﹤0.01% 2379
2019
Q4 		$21K Buy
+1,294
New +$20.6K ﹤0.01% 2397

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Investment Partners's BWIN Position: Q2 2026 in Review

Ameritas Investment Partners increased its Baldwin Insurance Group (BWIN) stake by 14% in Q2 2026, buying an estimated $23.1K and bringing the position to 8,902 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1298.

Ameritas Investment Partners first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $332K in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Ameritas Investment Partners held 8,902 shares of Baldwin Insurance Group worth $237K as of Q2 2026.
  • Ameritas Investment Partners bought 1,068 Baldwin Insurance Group shares in Q2 2026, an estimated $23.1K.
  • Baldwin Insurance Group made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1298 holding.
  • Ameritas Investment Partners first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Ameritas Investment Partners's Baldwin Insurance Group position peaked at $332K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.