California State Teachers Retirement System (CalSTRS)
BWIN

California State Teachers Retirement System (CalSTRS)’s Baldwin Insurance Group BWIN Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$2.15M Buy
97,862
+29,741
+44% +$643K ﹤0.01% 1479
2025
Q4 		$1.64M Buy
68,121
+1,628
+2% +$41.5K ﹤0.01% 1533
2025
Q3 		$1.88M Buy
66,493
+4,581
+7% +$159K ﹤0.01% 1429
2025
Q2 		$2.65M Buy
61,912
+555
+0.9% +$22.5K ﹤0.01% 1224
2025
Q1 		$2.74M Sell
61,357
-1,051
-2% -$42.8K ﹤0.01% 1172
2024
Q4 		$2.42M Sell
62,408
-139
-0.2% -$6.48K ﹤0.01% 1303
2024
Q3 		$3.11M Sell
62,547
-691
-1% -$30K ﹤0.01% 1156
2024
Q2 		$2.24M Buy
63,238
+2,229
+4% +$69K ﹤0.01% 1301
2024
Q1 		$1.77M Sell
61,009
-2,864
-4% -$75.2K ﹤0.01% 1489
2023
Q4 		$1.53M Sell
63,873
-5,746
-8% -$122K ﹤0.01% 1600
2023
Q3 		$1.62M Sell
69,619
-4,651
-6% -$116K ﹤0.01% 1513
2023
Q2 		$1.84M Sell
74,270
-2,312
-3% -$54.7K ﹤0.01% 1542
2023
Q1 		$1.95M Sell
76,582
-67
-0.1% -$1.86K ﹤0.01% 1497
2022
Q4 		$1.93M Buy
76,649
+2,256
+3% +$62.2K ﹤0.01% 1493
2022
Q3 		$1.96M Buy
74,393
+892
+1% +$25.4K ﹤0.01% 1460
2022
Q2 		$1.77M Buy
73,501
+4,787
+7% +$116K ﹤0.01% 1568
2022
Q1 		$1.84M Sell
68,714
-3,732
-5% -$108K ﹤0.01% 1671
2021
Q4 		$2.62M Buy
72,446
+2,013
+3% +$74.4K ﹤0.01% 1562
2021
Q3 		$2.35M Buy
70,433
+6,840
+11% +$214K ﹤0.01% 1640
2021
Q2 		$1.7M Sell
63,593
-406
-0.6% -$11K ﹤0.01% 1868
2021
Q1 		$1.74M Sell
63,999
-268
-0.4% -$7.29K ﹤0.01% 1827
2020
Q4 		$1.93M Buy
64,267
+13,200
+26% +$382K ﹤0.01% 1669
2020
Q3 		$1.27M Buy
51,067
+21,116
+71% +$457K ﹤0.01% 1746
2020
Q2 		$517K Buy
29,951
+3,094
+12% +$37.3K ﹤0.01% 2229
2020
Q1 		$283K Buy
26,857
+3,861
+17% +$58.7K ﹤0.01% 2381
2019
Q4 		$369K Buy
+22,996
New +$367K ﹤0.01% 2500

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

California State Teachers Retirement System (CalSTRS)'s BWIN Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its Baldwin Insurance Group (BWIN) stake by 44% in Q1 2026, buying an estimated $643K and bringing the position to 97,862 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

California State Teachers Retirement System (CalSTRS) first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.11M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 97,862 shares of Baldwin Insurance Group worth $2.15M as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) bought 29,741 Baldwin Insurance Group shares in Q1 2026, an estimated $643K.
  • Baldwin Insurance Group made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #1479 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Baldwin Insurance Group position peaked at $3.11M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.