BA
BWIN

Bridgewater Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Bridgewater Advisors’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 		$21.5M Buy
+728,743
New +$15.8M 1.17% 22

Other funds holding BWIN

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bridgewater Advisors's BWIN Position: Q2 2026 in Review

Bridgewater Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 728,743 shares worth $21.5M. The stake represents 1.17% of the portfolio and ranks #22 among its holdings.

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

  • Bridgewater Advisors held 728,743 shares of Baldwin Insurance Group worth $21.5M as of Q2 2026.
  • Baldwin Insurance Group was a new Bridgewater Advisors position in Q2 2026.
  • Baldwin Insurance Group made up 1.17% of Bridgewater Advisors's portfolio in Q2 2026, its #22 holding.
  • 66 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.