BBHC
BWIN

Brown Brothers Harriman & Co’s Baldwin Insurance Group BWIN Stock Holding History

Brown Brothers Harriman & Co’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 		$2.14M Hold
80,665
– – 0.01% 345
2026
Q1 		$1.77M Buy
80,665
+80,500
+48,788% +$1.74M 0.01% 334
2025
Q4 		$3.96K Buy
+165
New +$4.2K ﹤0.01% 1578

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

Brown Brothers Harriman & Co's BWIN Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 80,665 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #345.

Brown Brothers Harriman & Co first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Brown Brothers Harriman & Co held 80,665 shares of Baldwin Insurance Group worth $2.14M as of Q2 2026.
  • Brown Brothers Harriman & Co left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #345 holding.
  • Brown Brothers Harriman & Co first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.