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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
Q2 		$505 Hold
19
– – ﹤0.01% 940
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's BWIN Position: Q2 2026 in Review

Bruce G. Allen Investments held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 19 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Bruce G. Allen Investments first reported a position in BWIN in Q3 2024 and has held it in 5 quarters since. The position peaked at $804 in Q1 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Bruce G. Allen Investments held 19 shares of Baldwin Insurance Group worth $505 as of Q2 2026.
  • Bruce G. Allen Investments left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #940 holding.
  • Bruce G. Allen Investments first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 5 quarters since.
  • Bruce G. Allen Investments's Baldwin Insurance Group position peaked at $804 in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.