ACM
BWIN

Aster Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Aster Capital Management’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
-245
Closed -$10.9K – 1310
2026
Q1 		$10.9K Buy
245
+85
+53% +$1.84K ﹤0.01% 613
2025
Q4 		$3.85K Sell
160
-356
-69% -$9.07K ﹤0.01% 901
2025
Q3 		$14.6K Buy
+516
New +$17.9K 0.01% 701
2024
Q4 		– Sell
-89
Closed -$4.43K – 1598
2024
Q3 		$4.43K Buy
+89
New +$3.87K ﹤0.01% 916

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

Aster Capital Management's BWIN Position: Q2 2026 in Review

Aster Capital Management sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 245 shares — an estimated $10.9K sold.

Aster Capital Management first reported a position in BWIN in Q3 2024 and held it in 4 quarters. The position peaked at $14.6K in Q3 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Aster Capital Management reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Aster Capital Management sold 245 Baldwin Insurance Group shares in Q2 2026, an estimated $10.9K.
  • Aster Capital Management first reported a position in Baldwin Insurance Group in Q3 2024 and held it in 4 quarters.
  • Aster Capital Management's Baldwin Insurance Group position peaked at $14.6K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.