Artisan Partners’s Baldwin Insurance Group BWIN Stock Holding History

Artisan 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	–	Sell	-1,217,970	Closed	-$26.7M	–	386
2026 Q1	$26.7M	Buy	+1,217,970	New	+$26.3M	0.04%	267

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

Artisan Partners's BWIN Position: Q2 2026 in Review

Artisan Partners sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 1,217,970 shares — an estimated $26.7M sold.

Artisan Partners first reported a position in BWIN in Q1 2026 and held it in 1 quarter. The position peaked at $26.7M in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Artisan Partners reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
Artisan Partners sold 1,217,970 Baldwin Insurance Group shares in Q2 2026, an estimated $26.7M.
Artisan Partners first reported a position in Baldwin Insurance Group in Q1 2026 and held it in 1 quarter.
Artisan Partners's Baldwin Insurance Group position peaked at $26.7M in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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