Canada Life
BWIN

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
Q2 		$199K Hold
7,510
– – ﹤0.01% 1595
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
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 $3.37T AUM 44.26% 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

Canada Life's BWIN Position: Q2 2026 in Review

Canada Life held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 7,510 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Canada Life first reported a position in BWIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $877K in Q2 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Canada Life held 7,510 shares of Baldwin Insurance Group worth $199K as of Q2 2026.
  • Canada Life left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Canada Life's portfolio in Q2 2026, its #1595 holding.
  • Canada Life first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 23 quarters since.
  • Canada Life's Baldwin Insurance Group position peaked at $877K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.