BFG
BWIN

Bleakley Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

Bleakley Financial 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 		$969K Buy
+36,470
New +$789K 0.01% 661
2026
Q1 		– Sell
-17,023
Closed -$409K – 792
2025
Q4 		$409K Buy
+17,023
New +$434K 0.01% 614

Other funds holding BWIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Bleakley Financial Group's BWIN Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 36,470 shares worth $969K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in BWIN as recently as Q4 2025.

Bleakley Financial Group first reported a position in BWIN in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Bleakley Financial Group held 36,470 shares of Baldwin Insurance Group worth $969K as of Q2 2026.
  • Baldwin Insurance Group was a new Bleakley Financial Group position in Q2 2026.
  • Baldwin Insurance Group made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #661 holding.
  • Bleakley Financial Group first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.