BTI
BWIN

Blue Trust Inc’s Baldwin Insurance Group BWIN Stock Holding History

Blue Trust Inc’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
-6
Closed -$132 – 2675
2026
Q1 		$132 Buy
+6
New +$130 ﹤0.01% 2438
2024
Q4 		– Sell
-283
Closed -$10K – 3034
2024
Q3 		$10K Buy
283
+231
+444% +$10K ﹤0.01% 2192
2024
Q2 		$1.5K Buy
+52
New +$1.61K ﹤0.01% 2489
2024
Q1 		– Sell
-77
Closed -$2K – 2756
2023
Q4 		$2K Buy
+77
New +$1.64K ﹤0.01% 2234
2023
Q1 		– Sell
-35
Closed -$1K – 2679
2022
Q4 		$1K Sell
35
-13
-27% -$358 ﹤0.01% 2169
2022
Q3 		$1K Buy
+48
New +$1.37K ﹤0.01% 2033

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

Blue Trust Inc's BWIN Position: Q2 2026 in Review

Blue Trust Inc sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 6 shares — an estimated $132 sold.

Blue Trust Inc first reported a position in BWIN in Q3 2022 and held it in 6 quarters. The position peaked at $10K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Blue Trust Inc reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 6 Baldwin Insurance Group shares in Q2 2026, an estimated $132.
  • Blue Trust Inc first reported a position in Baldwin Insurance Group in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's Baldwin Insurance Group position peaked at $10K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.