Cape Investment Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Cape Investment Advisory’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	$1.59K	Buy	+60	New	+$1.3K	﹤0.01%	1270
2026 Q1	–	Sell	-55	Closed	-$1.32K	–	1269
2025 Q4	$1.32K	Hold	55	–	–	﹤0.01%	1161
2025 Q3	$1.55K	Hold	55	–	–	﹤0.01%	705
2025 Q2	$2.35K	Buy	+55	New	+$2.23K	﹤0.01%	915

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's BWIN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 60 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BWIN as recently as Q4 2025.

Cape Investment Advisory first reported a position in BWIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.35K in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Cape Investment Advisory held 60 shares of Baldwin Insurance Group worth $1.59K as of Q2 2026.
Baldwin Insurance Group was a new Cape Investment Advisory position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1270 holding.
Cape Investment Advisory first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 4 quarters since.
Cape Investment Advisory's Baldwin Insurance Group position peaked at $2.35K in Q2 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.