Bank of America
BWIN

Bank of America’s Baldwin Insurance Group BWIN Stock Holding History

Bank of America’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
Q1 		$18.6M Buy
848,407
+289,879
+52% +$6.27M ﹤0.01% 2450
2025
Q4 		$13.4M Sell
558,528
-25,710
-4% -$655K ﹤0.01% 2624
2025
Q3 		$16.5M Sell
584,238
-102,490
-15% -$3.56M ﹤0.01% 2793
2025
Q2 		$29.4M Buy
686,728
+41,303
+6% +$1.68M ﹤0.01% 2168
2025
Q1 		$28.8M Sell
645,425
-81,373
-11% -$3.31M ﹤0.01% 2082
2024
Q4 		$28.2M Buy
726,798
+44,719
+7% +$2.09M ﹤0.01% 1997
2024
Q3 		$34M Buy
682,079
+51,280
+8% +$2.23M ﹤0.01% 1910
2024
Q2 		$22.4M Sell
630,799
-5,250
-0.8% -$162K ﹤0.01% 2131
2024
Q1 		$18.4M Buy
636,049
+161,215
+34% +$4.24M ﹤0.01% 2369
2023
Q4 		$11.4M Buy
474,834
+161,773
+52% +$3.44M ﹤0.01% 2742
2023
Q3 		$7.27M Buy
313,061
+1,842
+0.6% +$46.1K ﹤0.01% 3040
2023
Q2 		$7.71M Sell
311,219
-279,781
-47% -$6.62M ﹤0.01% 2971
2023
Q1 		$15M Sell
591,000
-17,662
-3% -$491K ﹤0.01% 2411
2022
Q4 		$15.3M Buy
608,662
+300,277
+97% +$8.27M ﹤0.01% 2253
2022
Q3 		$8.13M Buy
308,385
+138,161
+81% +$3.94M ﹤0.01% 2830
2022
Q2 		$4.11M Sell
170,224
-9,350
-5% -$227K ﹤0.01% 3603
2022
Q1 		$4.82M Buy
179,574
+15,108
+9% +$435K ﹤0.01% 3674
2021
Q4 		$5.94M Sell
164,466
-22,687
-12% -$838K ﹤0.01% 3474
2021
Q3 		$6.23M Buy
187,153
+51,403
+38% +$1.61M ﹤0.01% 3347
2021
Q2 		$3.62M Sell
135,750
-43,778
-24% -$1.19M ﹤0.01% 3816
2021
Q1 		$4.89M Sell
179,528
-84,394
-32% -$2.29M ﹤0.01% 3419
2020
Q4 		$7.91M Buy
263,922
+88,761
+51% +$2.57M ﹤0.01% 2719
2020
Q3 		$4.36M Sell
175,161
-126,807
-42% -$2.75M ﹤0.01% 3030
2020
Q2 		$5.21M Buy
301,968
+165,585
+121% +$2M ﹤0.01% 2796
2020
Q1 		$1.44M Sell
136,383
-64,420
-32% -$980K ﹤0.01% 3745
2019
Q4 		$3.22M Buy
+200,803
New +$3.2M ﹤0.01% 3621

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America's BWIN Position: Q1 2026 in Review

Bank of America increased its Baldwin Insurance Group (BWIN) stake by 52% in Q1 2026, buying an estimated $6.27M and bringing the position to 848,407 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Bank of America first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $34M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Bank of America held 848,407 shares of Baldwin Insurance Group worth $18.6M as of Q1 2026.
  • Bank of America bought 289,879 Baldwin Insurance Group shares in Q1 2026, an estimated $6.27M.
  • Baldwin Insurance Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2450 holding.
  • Bank of America first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • Bank of America's Baldwin Insurance Group position peaked at $34M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.