Barclays
BWIN

Barclays’s Baldwin Insurance Group BWIN Stock Holding History

Barclays’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 		$434K Sell
16,341
-7,347
-31% -$159K ﹤0.01% 3309
2026
Q1 		$520K Sell
23,688
-87,626
-79% -$1.9M ﹤0.01% 3169
2025
Q4 		$2.67M Buy
111,314
+10,673
+11% +$272K ﹤0.01% 2717
2025
Q3 		$2.84M Sell
100,641
-49,249
-33% -$1.71M ﹤0.01% 2605
2025
Q2 		$6.42M Buy
149,890
+35,602
+31% +$1.44M ﹤0.01% 1906
2025
Q1 		$5.11M Sell
114,288
-5,394
-5% -$220K ﹤0.01% 1895
2024
Q4 		$4.64M Buy
119,682
+10,604
+10% +$495K ﹤0.01% 2229
2024
Q3 		$5.43M Buy
109,078
+15,731
+17% +$684K ﹤0.01% 2022
2024
Q2 		$3.31M Sell
93,347
-14,412
-13% -$446K ﹤0.01% 1792
2024
Q1 		$3.12M Buy
107,759
+13,260
+14% +$348K ﹤0.01% 2193
2023
Q4 		$2.27M Buy
94,499
+71,994
+320% +$1.53M ﹤0.01% 2808
2023
Q3 		$523K Sell
22,505
-1,063
-5% -$26.6K ﹤0.01% 2786
2023
Q2 		$584K Sell
23,568
-7,183
-23% -$170K ﹤0.01% 2653
2023
Q1 		$783K Buy
30,751
+14,428
+88% +$401K ﹤0.01% 2922
2022
Q4 		$410K Buy
16,323
+13,795
+546% +$380K ﹤0.01% 3434
2022
Q3 		$67K Sell
2,528
-406
-14% -$11.6K ﹤0.01% 3687
2022
Q2 		$71K Sell
2,934
-5,540
-65% -$135K ﹤0.01% 3913
2022
Q1 		$226K Buy
+8,474
New +$244K ﹤0.01% 3344

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

Barclays's BWIN Position: Q2 2026 in Review

Barclays reduced its Baldwin Insurance Group (BWIN) stake by 31% in Q2 2026, selling an estimated $159K and leaving 16,341 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Barclays first reported a position in BWIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.42M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Barclays held 16,341 shares of Baldwin Insurance Group worth $434K as of Q2 2026.
  • Barclays sold 7,347 Baldwin Insurance Group shares in Q2 2026, an estimated $159K.
  • Baldwin Insurance Group made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3309 holding.
  • Barclays first reported a position in Baldwin Insurance Group in Q1 2022 and has held it in 18 quarters since.
  • Barclays's Baldwin Insurance Group position peaked at $6.42M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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