BFS
BWIN

Bare Financial Services’s Baldwin Insurance Group BWIN Stock Holding History

Bare Financial Services’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 		$4.49K Sell
169
-22
-12% -$476 ﹤0.01% 895
2026
Q1 		$4.19K Sell
191
-9
-5% -$195 ﹤0.01% 727
2025
Q4 		$4.81K Buy
+200
New +$5.09K ﹤0.01% 546

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

Bare Financial Services's BWIN Position: Q2 2026 in Review

Bare Financial Services reduced its Baldwin Insurance Group (BWIN) stake by 12% in Q2 2026, selling an estimated $476 and leaving 169 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Bare Financial Services first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.81K in Q4 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Bare Financial Services held 169 shares of Baldwin Insurance Group worth $4.49K as of Q2 2026.
  • Bare Financial Services sold 22 Baldwin Insurance Group shares in Q2 2026, an estimated $476.
  • Baldwin Insurance Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #895 holding.
  • Bare Financial Services first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Baldwin Insurance Group position peaked at $4.81K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.