BWL
BWIN

Bogart Wealth LLC’s Baldwin Insurance Group BWIN Stock Holding History

Bogart Wealth LLC’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 		$532 Buy
+20
New +$432 ﹤0.01% 1779

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

Bogart Wealth LLC's BWIN Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 20 shares worth $532. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings.

227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Bogart Wealth LLC held 20 shares of Baldwin Insurance Group worth $532 as of Q2 2026.
  • Baldwin Insurance Group was a new Bogart Wealth LLC position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1779 holding.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.