Campbell & Co Investment Adviser’s Baldwin Insurance Group BWIN Stock Holding History

Campbell & Co Investment Adviser’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	–	Sell	-90,230	Closed	-$1.98M	–	1405
2026 Q1	$1.98M	Buy	90,230 +57,714	+177%	+$1.25M	0.11%	279
2025 Q4	$781K	Buy	+32,516	New	+$828K	0.04%	662
2024 Q2	–	Sell	-16,099	Closed	-$466K	–	1395
2024 Q1	$466K	Buy	16,099 +4,331	+37%	+$114K	0.04%	730
2023 Q4	$283K	Buy	+11,768	New	+$250K	0.03%	940

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Campbell & Co Investment Adviser's BWIN Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 90,230 shares — an estimated $1.98M sold.

Campbell & Co Investment Adviser first reported a position in BWIN in Q4 2023 and held it in 4 quarters. The position peaked at $1.98M in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Campbell & Co Investment Adviser reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 90,230 Baldwin Insurance Group shares in Q2 2026, an estimated $1.98M.
Campbell & Co Investment Adviser first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 4 quarters.
Campbell & Co Investment Adviser's Baldwin Insurance Group position peaked at $1.98M in Q1 2026.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.