BMO
BWIN

Beck Mack & Oliver’s Baldwin Insurance Group BWIN Stock Holding History

Beck Mack & Oliver’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 		$11.6M Buy
438,020
+10,935
+3% +$236K 0.23% 51
2026
Q1 		$9.37M Buy
427,085
+137,310
+47% +$2.97M 0.19% 56
2025
Q4 		$6.96M Buy
+289,775
New +$7.38M 0.13% 62

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

Beck Mack & Oliver's BWIN Position: Q2 2026 in Review

Beck Mack & Oliver increased its Baldwin Insurance Group (BWIN) stake by 2.6% in Q2 2026, buying an estimated $236K and bringing the position to 438,020 shares worth $11.6M. The position accounts for 0.23% of the portfolio, ranked #51.

Beck Mack & Oliver first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Beck Mack & Oliver held 438,020 shares of Baldwin Insurance Group worth $11.6M as of Q2 2026.
  • Beck Mack & Oliver bought 10,935 Baldwin Insurance Group shares in Q2 2026, an estimated $236K.
  • Baldwin Insurance Group made up 0.23% of Beck Mack & Oliver's portfolio in Q2 2026, its #51 holding.
  • Beck Mack & Oliver first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.