ACB
BWIN

Aristotle Capital Boston’s Baldwin Insurance Group BWIN Stock Holding History

Aristotle Capital Boston’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 		$15.1M Sell
568,427
-113,633
-17% -$2.46M 1.01% 41
2026
Q1 		$15M Sell
682,060
-56,100
-8% -$1.21M 0.93% 44
2025
Q4 		$17.7M Buy
738,160
+82,195
+13% +$2.09M 0.97% 40
2025
Q3 		$18.5M Buy
655,965
+228,940
+54% +$7.95M 0.95% 40
2025
Q2 		$18.3M Buy
427,025
+4,155
+1% +$169K 0.93% 37
2025
Q1 		$18.9M Sell
422,870
-98,386
-19% -$4.01M 0.94% 39
2024
Q4 		$20.2M Sell
521,256
-747,769
-59% -$34.9M 0.75% 55
2024
Q3 		$63.2M Sell
1,269,025
-165,918
-12% -$7.21M 2.09% 7
2024
Q2 		$50.9M Sell
1,434,943
-110,913
-7% -$3.43M 1.71% 10
2024
Q1 		$44.7M Buy
1,545,856
+26,166
+2% +$687K 1.36% 20
2023
Q4 		$36.5M Buy
1,519,690
+10,377
+0.7% +$221K 1.12% 31
2023
Q3 		$35.1M Buy
1,509,313
+56,926
+4% +$1.42M 1.13% 29
2023
Q2 		$36M Buy
1,452,387
+33,718
+2% +$798K 1.08% 33
2023
Q1 		$36.1M Buy
1,418,669
+66,886
+5% +$1.86M 1.12% 31
2022
Q4 		$34M Sell
1,351,783
-36,473
-3% -$1M 1.07% 29
2022
Q3 		$36.6M Sell
1,388,256
-127,032
-8% -$3.62M 1.24% 18
2022
Q2 		$36.6M Buy
1,515,288
+219,567
+17% +$5.34M 1.09% 27
2022
Q1 		$34.8M Buy
1,295,721
+277,233
+27% +$7.99M 0.88% 43
2021
Q4 		$36.8M Sell
1,018,488
-24,763
-2% -$915K 0.86% 44
2021
Q3 		$34.7M Buy
1,043,251
+56,454
+6% +$1.77M 0.81% 49
2021
Q2 		$26.3M Buy
986,797
+12,667
+1% +$344K 0.6% 76
2021
Q1 		$26.5M Sell
974,130
-28,084
-3% -$764K 0.59% 79
2020
Q4 		$30M Sell
1,002,214
-64,789
-6% -$1.87M 0.71% 55
2020
Q3 		$26.6M Buy
1,067,003
+213,331
+25% +$4.62M 0.77% 52
2020
Q2 		$14.7M Buy
+853,672
New +$10.3M 0.45% 89

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 $3.37T AUM 44.26% 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

Aristotle Capital Boston's BWIN Position: Q2 2026 in Review

Aristotle Capital Boston reduced its Baldwin Insurance Group (BWIN) stake by 17% in Q2 2026, selling an estimated $2.46M and leaving 568,427 shares worth $15.1M. The position accounts for 1.01% of the portfolio, ranked #41.

Aristotle Capital Boston first reported a position in BWIN in Q2 2020 and has held it in 25 quarters since. The position peaked at $63.2M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Aristotle Capital Boston held 568,427 shares of Baldwin Insurance Group worth $15.1M as of Q2 2026.
  • Aristotle Capital Boston sold 113,633 Baldwin Insurance Group shares in Q2 2026, an estimated $2.46M.
  • Baldwin Insurance Group made up 1.01% of Aristotle Capital Boston's portfolio in Q2 2026, its #41 holding.
  • Aristotle Capital Boston first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 25 quarters since.
  • Aristotle Capital Boston's Baldwin Insurance Group position peaked at $63.2M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.