BIG
BWIN

Brooklyn Investment Group’s Baldwin Insurance Group BWIN Stock Holding History

Brooklyn Investment 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
Q1 		$481K Buy
+21,914
New +$474K 0.02% 1052
2025
Q3 		– Sell
-361
Closed -$15.5K – 2797
2025
Q2 		$15.5K Buy
361
+315
+685% +$12.8K ﹤0.01% 1951
2025
Q1 		$2.06K Buy
+46
New +$1.87K ﹤0.01% 2152

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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

Brooklyn Investment Group's BWIN Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 21,914 shares worth $481K. The stake represents 0.02% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in BWIN as recently as Q2 2025.

Brooklyn Investment Group first reported a position in BWIN in Q1 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Brooklyn Investment Group held 21,914 shares of Baldwin Insurance Group worth $481K as of Q1 2026.
  • Baldwin Insurance Group was a new Brooklyn Investment Group position in Q1 2026.
  • Baldwin Insurance Group made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1052 holding.
  • Brooklyn Investment Group first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.