BlackRock
BWIN

BlackRock’s Baldwin Insurance Group BWIN Stock Holding History

BlackRock’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 		$193M Buy
7,251,950
+600,650
+9% +$13M ﹤0.01% 1820
2026
Q1 		$146M Buy
6,651,300
+1,330,138
+25% +$28.8M ﹤0.01% 1874
2025
Q4 		$128M Buy
5,321,162
+148,387
+3% +$3.78M ﹤0.01% 1946
2025
Q3 		$146M Sell
5,172,775
-11,829
-0.2% -$411K ﹤0.01% 1856
2025
Q2 		$222M Buy
5,184,604
+121,290
+2% +$4.92M ﹤0.01% 1566
2025
Q1 		$226M Sell
5,063,314
-46,204
-0.9% -$1.88M ﹤0.01% 1524
2024
Q4 		$198M Buy
5,109,518
+149,459
+3% +$6.97M ﹤0.01% 1678
2024
Q3 		$247M Buy
4,960,059
+208,328
+4% +$9.06M 0.01% 1532
2024
Q2 		$169M Buy
4,751,731
+341,254
+8% +$10.6M ﹤0.01% 1715
2024
Q1 		$128M Sell
4,410,477
-201,933
-4% -$5.3M ﹤0.01% 1921
2023
Q4 		$111M Buy
4,612,410
+385,674
+9% +$8.2M ﹤0.01% 2013
2023
Q3 		$98.2M Buy
4,226,736
+11,652
+0.3% +$291K ﹤0.01% 1995
2023
Q2 		$104M Buy
4,215,084
+256,122
+6% +$6.06M ﹤0.01% 2023
2023
Q1 		$101M Buy
3,958,962
+29,081
+0.7% +$808K ﹤0.01% 2010
2022
Q4 		$98.8M Buy
3,929,881
+204,364
+5% +$5.63M ﹤0.01% 2005
2022
Q3 		$98.2M Buy
3,725,517
+67,285
+2% +$1.92M ﹤0.01% 1978
2022
Q2 		$88.3M Buy
3,658,232
+489,099
+15% +$11.9M ﹤0.01% 2100
2022
Q1 		$85M Sell
3,169,133
-69,214
-2% -$1.99M ﹤0.01% 2232
2021
Q4 		$117M Buy
3,238,347
+257,680
+9% +$9.52M ﹤0.01% 2109
2021
Q3 		$99.2M Sell
2,980,667
-30,782
-1% -$964K ﹤0.01% 2218
2021
Q2 		$80.3M Buy
3,011,449
+8,976
+0.3% +$243K ﹤0.01% 2387
2021
Q1 		$81.8M Buy
3,002,473
+125,756
+4% +$3.42M ﹤0.01% 2302
2020
Q4 		$86.2M Buy
2,876,717
+711,004
+33% +$20.6M ﹤0.01% 2162
2020
Q3 		$53.9M Buy
2,165,713
+751,783
+53% +$16.3M ﹤0.01% 2250
2020
Q2 		$24.4M Buy
1,413,930
+280,614
+25% +$3.39M ﹤0.01% 2691
2020
Q1 		$12M Buy
1,133,316
+13,496
+1% +$205K ﹤0.01% 2903
2019
Q4 		$18M Buy
+1,119,820
New +$17.9M ﹤0.01% 2937

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

BlackRock's BWIN Position: Q2 2026 in Review

BlackRock increased its Baldwin Insurance Group (BWIN) stake by 9% in Q2 2026, buying an estimated $13M and bringing the position to 7,251,950 shares worth $193M. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

BlackRock first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $247M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • BlackRock held 7,251,950 shares of Baldwin Insurance Group worth $193M as of Q2 2026.
  • BlackRock bought 600,650 Baldwin Insurance Group shares in Q2 2026, an estimated $13M.
  • Baldwin Insurance Group made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #1820 holding.
  • BlackRock first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • BlackRock's Baldwin Insurance Group position peaked at $247M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.