BGAI
BWIN

Bruce G. Allen Investments’s Baldwin Insurance Group BWIN Stock Holding History

Bruce G. Allen Investments’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 		$417 Buy
+19
New +$411 ﹤0.01% 997
2025
Q2 		– Sell
-18
Closed -$804 – 1143
2025
Q1 		$804 Buy
18
+2
+13% +$81 ﹤0.01% 847
2024
Q4 		$620 Buy
16
+3
+23% +$140 ﹤0.01% 917
2024
Q3 		$647 Buy
+13
New +$565 ﹤0.01% 905

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruce G. Allen Investments's BWIN Position: Q1 2026 in Review

Bruce G. Allen Investments opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 19 shares worth $417. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Bruce G. Allen Investments previously reported a position in BWIN as recently as Q1 2025.

Bruce G. Allen Investments first reported a position in BWIN in Q3 2024 and has held it in 4 quarters since. The position peaked at $804 in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Bruce G. Allen Investments held 19 shares of Baldwin Insurance Group worth $417 as of Q1 2026.
  • Baldwin Insurance Group was a new Bruce G. Allen Investments position in Q1 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #997 holding.
  • Bruce G. Allen Investments first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 4 quarters since.
  • Bruce G. Allen Investments's Baldwin Insurance Group position peaked at $804 in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.