Canada Life’s Baldwin Insurance Group BWIN Stock Holding History

Canada Life’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	$166K	Hold	7,510	–	–	﹤0.01%	1625
2025 Q4	$181K	Sell	7,510 -13,044	-63%	-$332K	﹤0.01%	1636
2025 Q3	$573K	Buy	20,554 +102	+0.5%	+$3.54K	﹤0.01%	1578
2025 Q2	$877K	Buy	20,452 +2,025	+11%	+$82.2K	﹤0.01%	1472
2025 Q1	$826K	Hold	18,427	–	–	﹤0.01%	1488
2024 Q4	$713K	Buy	18,427 +2,472	+15%	+$115K	﹤0.01%	1557
2024 Q3	$796K	Buy	15,955 +2,328	+17%	+$101K	﹤0.01%	1572
2024 Q2	$484K	Buy	13,627 +8,061	+145%	+$249K	﹤0.01%	1682
2024 Q1	$161K	Hold	5,566	–	–	﹤0.01%	1862
2023 Q4	$133K	Hold	5,566	–	–	﹤0.01%	1894
2023 Q3	$129K	Buy	5,566 +2,806	+102%	+$70.2K	﹤0.01%	1919
2023 Q2	$69K	Hold	2,760	–	–	﹤0.01%	1969
2023 Q1	$70K	Hold	2,760	–	–	﹤0.01%	2023
2022 Q4	$70K	Hold	2,760	–	–	﹤0.01%	2035
2022 Q3	$73K	Hold	2,760	–	–	﹤0.01%	2042
2022 Q2	$67K	Hold	2,760	–	–	﹤0.01%	1993
2022 Q1	$79K	Hold	2,760	–	–	﹤0.01%	2053
2021 Q4	$99K	Buy	2,760 +573	+26%	+$21.2K	﹤0.01%	2014
2021 Q3	$73K	Hold	2,187	–	–	﹤0.01%	2132
2021 Q2	$58K	Sell	2,187 -982	-31%	-$26.6K	﹤0.01%	2225
2021 Q1	$86K	Buy	3,169 +926	+41%	+$25.2K	﹤0.01%	2141
2020 Q4	$67K	Buy	+2,243	New	+$64.9K	﹤0.01%	2196

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Life's BWIN Position: Q1 2026 in Review

Canada Life held its Baldwin Insurance Group (BWIN) position steady in Q1 2026 at 7,510 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Canada Life first reported a position in BWIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $877K in Q2 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Canada Life held 7,510 shares of Baldwin Insurance Group worth $166K as of Q1 2026.
Canada Life left its Baldwin Insurance Group share count unchanged in Q1 2026.
Baldwin Insurance Group made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1625 holding.
Canada Life first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 22 quarters since.
Canada Life's Baldwin Insurance Group position peaked at $877K in Q2 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.