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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$81.8M Sell
3,077,351
-840,736
-21% -$18.2M 0.01% 767
2026
Q1
$86M Buy
3,918,087
+1,044,200
+36% +$22.6M 0.02% 709
2025
Q4
$69.1M Buy
2,873,887
+579,936
+25% +$14.8M 0.01% 823
2025
Q3
$64.7M Buy
2,293,951
+1,427,868
+165% +$49.6M 0.01% 855
2025
Q2
$37.1M Buy
866,083
+29,137
+3% +$1.18M 0.01% 1171
2025
Q1
$37.4M Sell
836,946
-119,989
-13% -$4.89M 0.01% 1134
2024
Q4
$37.1M Buy
956,935
+84,843
+10% +$3.96M 0.01% 1207
2024
Q3
$43.4M Sell
872,092
-164,516
-16% -$7.15M 0.01% 1122
2024
Q2
$36.8M Sell
1,036,608
-195,875
-16% -$6.06M 0.01% 1213
2024
Q1
$35.7M Sell
1,232,483
-73,993
-6% -$1.94M 0.01% 1239
2023
Q4
$31.4M Buy
1,306,476
+172,695
+15% +$3.67M 0.01% 1351
2023
Q3
$26.3M Buy
1,133,781
+241,051
+27% +$6.03M 0.01% 1389
2023
Q2
$22.1M Sell
892,730
-50,218
-5% -$1.19M ﹤0.01% 1491
2023
Q1
$24M Buy
942,948
+40,227
+4% +$1.12M 0.01% 1450
2022
Q4
$22.7M Sell
902,721
-4,648
-0.5% -$128K 0.01% 1468
2022
Q3
$23.9M Buy
907,369
+4,994
+0.6% +$142K 0.01% 1399
2022
Q2
$21.8M Sell
902,375
-19,915
-2% -$484K 0.01% 1491
2022
Q1
$24.7M Sell
922,290
-164,498
-15% -$4.74M ﹤0.01% 1521
2021
Q4
$39.2M Sell
1,086,788
-59,173
-5% -$2.19M 0.01% 1318
2021
Q3
$38.1M Buy
1,145,961
+37,869
+3% +$1.19M 0.01% 1318
2021
Q2
$29.5M Sell
1,108,092
-20,157
-2% -$547K 0.01% 1508
2021
Q1
$30.7M Sell
1,128,249
-38,136
-3% -$1.04M 0.01% 1453
2020
Q4
$35M Buy
1,166,385
+456,692
+64% +$13.2M 0.01% 1285
2020
Q3
$17.7M Buy
709,693
+50,614
+8% +$1.1M ﹤0.01% 1544
2020
Q2
$11.4M Buy
659,079
+598,442
+987% +$7.22M ﹤0.01% 1760
2020
Q1
$639K Buy
60,637
+21,283
+54% +$324K ﹤0.01% 3247
2019
Q4
$632K Buy
+39,354
New +$628K ﹤0.01% 3468

Other funds holding BWIN

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. 105 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.
  • 105 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.