Boston Partners’s Baldwin Insurance Group BWIN Stock Holding History

Boston Partners’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	$31.7M	Buy	1,192,820 +420,117	+54%	+$9.08M	0.03%	333
2026 Q1	$17M	Buy	772,703 +724,627	+1,507%	+$15.7M	0.02%	392
2025 Q4	$1.16M	Buy	+48,076	New	+$1.22M	﹤0.01%	610
2025 Q2	–	Sell	-600,974	Closed	-$26.5M	–	768
2025 Q1	$26.5M	Buy	600,974 +75,009	+14%	+$3.06M	0.03%	292
2024 Q4	$20.7M	Buy	525,965 +31,395	+6%	+$1.46M	0.03%	327
2024 Q3	$25M	Sell	494,570 -25,657	-5%	-$1.12M	0.03%	307
2024 Q2	$18.8M	Sell	520,227 -959,419	-65%	-$29.7M	0.02%	340
2024 Q1	$42.6M	Buy	1,479,646 +215,079	+17%	+$5.65M	0.05%	254
2023 Q4	$30.6M	Buy	+1,264,567	New	+$26.9M	0.04%	283

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's BWIN Position: Q2 2026 in Review

Boston Partners increased its Baldwin Insurance Group (BWIN) stake by 54% in Q2 2026, buying an estimated $9.08M and bringing the position to 1,192,820 shares worth $31.7M. The position accounts for 0.03% of the portfolio, ranked #333.

Boston Partners first reported a position in BWIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $42.6M in Q1 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Boston Partners held 1,192,820 shares of Baldwin Insurance Group worth $31.7M as of Q2 2026.
Boston Partners bought 420,117 Baldwin Insurance Group shares in Q2 2026, an estimated $9.08M.
Baldwin Insurance Group made up 0.03% of Boston Partners's portfolio in Q2 2026, its #333 holding.
Boston Partners first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 9 quarters since.
Boston Partners's Baldwin Insurance Group position peaked at $42.6M in Q1 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.