BAMCO Inc
BWIN

BAMCO Inc’s Baldwin Insurance Group BWIN Stock Holding History

BAMCO Inc’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 		$72.1M Buy
2,712,386
+2,318
+0.1% +$50.1K 0.11% 94
2026
Q1 		$59.5M Sell
2,710,068
-300,360
-10% -$6.5M 0.18% 93
2025
Q4 		$72.3M Buy
3,010,428
+225
+0% +$5.73K 0.2% 90
2025
Q3 		$84.9M Buy
3,010,203
+203
+0% +$7.05K 0.23% 85
2025
Q2 		$129M Hold
3,010,000
– – 0.35% 59
2025
Q1 		$135M Hold
3,010,000
– – 0.4% 50
2024
Q4 		$117M Hold
3,010,000
– – 0.3% 64
2024
Q3 		$150M Sell
3,010,000
-250,000
-8% -$10.9M 0.4% 49
2024
Q2 		$116M Buy
3,260,000
+66
+0% +$2.04K 0.33% 56
2024
Q1 		$94.3M Sell
3,259,934
-66
-0% -$1.73K 0.25% 77
2023
Q4 		$78.3M Buy
3,260,000
+150,000
+5% +$3.19M 0.21% 94
2023
Q3 		$72.2M Sell
3,110,000
-2,000
-0.1% -$50K 0.21% 84
2023
Q2 		$77.1M Sell
3,112,000
-549,625
-15% -$13M 0.21% 87
2023
Q1 		$93.2M Sell
3,661,625
-116,001
-3% -$3.22M 0.28% 68
2022
Q4 		$95M Sell
3,777,626
-103,596
-3% -$2.85M 0.32% 60
2022
Q3 		$102M Buy
3,881,222
+500
+0% +$14.2K 0.33% 59
2022
Q2 		$93.7M Buy
3,880,722
+100,000
+3% +$2.43M 0.3% 66
2022
Q1 		$101M Sell
3,780,722
-53,355
-1% -$1.54M 0.25% 73
2021
Q4 		$138M Sell
3,834,077
-54,036
-1% -$2M 0.29% 68
2021
Q3 		$129M Buy
3,888,113
+120,106
+3% +$3.76M 0.29% 75
2021
Q2 		$100M Hold
3,768,007
– – 0.23% 95
2021
Q1 		$103M Buy
3,768,007
+177,728
+5% +$4.83M 0.25% 86
2020
Q4 		$108M Buy
3,590,279
+465,272
+15% +$13.5M 0.27% 82
2020
Q3 		$77.8M Hold
3,125,007
– – 0.24% 88
2020
Q2 		$54M Sell
3,125,007
-131,363
-4% -$1.59M 0.2% 109
2020
Q1 		$34.4M Buy
3,256,370
+667,240
+26% +$10.1M 0.17% 108
2019
Q4 		$41.6M Buy
+2,589,130
New +$41.3M 0.16% 118

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
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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

BAMCO Inc's BWIN Position: Q2 2026 in Review

BAMCO Inc increased its Baldwin Insurance Group (BWIN) stake by 0.09% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,712,386 shares worth $72.1M. The position accounts for 0.11% of the portfolio, ranked #94.

BAMCO Inc first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $150M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • BAMCO Inc held 2,712,386 shares of Baldwin Insurance Group worth $72.1M as of Q2 2026.
  • BAMCO Inc bought 2,318 Baldwin Insurance Group shares in Q2 2026, an estimated $50.1K.
  • Baldwin Insurance Group made up 0.11% of BAMCO Inc's portfolio in Q2 2026, its #94 holding.
  • BAMCO Inc first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • BAMCO Inc's Baldwin Insurance Group position peaked at $150M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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