Bessemer Group
BWIN

Bessemer Group’s Baldwin Insurance Group BWIN Stock Holding History

Bessemer Group’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 		– Sell
-10,280
Closed -$226K – 2667
2026
Q1 		$226K Sell
10,280
-33,850
-77% -$732K ﹤0.01% 1373
2025
Q4 		$1.06M Buy
44,130
+2,325
+6% +$59.2K ﹤0.01% 947
2025
Q3 		$1.18M Hold
41,805
– – ﹤0.01% 608
2025
Q2 		$1.79M Sell
41,805
-1,260
-3% -$51.1K ﹤0.01% 496
2025
Q1 		$1.92M Buy
43,065
+11,485
+36% +$468K ﹤0.01% 487
2024
Q4 		$1.22M Sell
31,580
-7,095
-18% -$331K ﹤0.01% 733
2024
Q3 		$1.93M Sell
38,675
-18,085
-32% -$786K ﹤0.01% 663
2024
Q2 		$2.01M Buy
56,760
+3,390
+6% +$105K ﹤0.01% 508
2024
Q1 		$1.54M Buy
53,370
+6,600
+14% +$173K ﹤0.01% 586
2023
Q4 		$1.12M Buy
46,770
+11,700
+33% +$249K ﹤0.01% 627
2023
Q3 		$814K Buy
35,070
+17,039
+94% +$426K ﹤0.01% 673
2023
Q2 		$447K Buy
+18,031
New +$427K ﹤0.01% 849

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

Bessemer Group's BWIN Position: Q2 2026 in Review

Bessemer Group sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 10,280 shares — an estimated $226K sold.

Bessemer Group first reported a position in BWIN in Q2 2023 and held it in 12 quarters. The position peaked at $2.01M in Q2 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Bessemer Group reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 10,280 Baldwin Insurance Group shares in Q2 2026, an estimated $226K.
  • Bessemer Group first reported a position in Baldwin Insurance Group in Q2 2023 and held it in 12 quarters.
  • Bessemer Group's Baldwin Insurance Group position peaked at $2.01M in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.