Bank of New York Mellon’s Baldwin Insurance Group BWIN Stock Holding History

Bank of New York Mellon's BWIN Position: Q2 2026 in Review

Bank of New York Mellon reduced its Baldwin Insurance Group (BWIN) stake by 21% in Q2 2026, selling an estimated $18.2M and leaving 3,077,351 shares worth $81.8M. The position accounts for 0.01% of the portfolio, ranked #767.

Bank of New York Mellon first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $86M in Q1 2026. 99 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

• Bank of New York Mellon held 3,077,351 shares of Baldwin Insurance Group worth $81.8M as of Q2 2026.
• Bank of New York Mellon sold 840,736 Baldwin Insurance Group shares in Q2 2026, an estimated $18.2M.
• Baldwin Insurance Group made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #767 holding.
• Bank of New York Mellon first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
• Bank of New York Mellon's Baldwin Insurance Group position peaked at $86M in Q1 2026.
• 99 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.