Capital International Investors’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.9M Buy
1,690,697
+47,140
+3% +$1.02M 0.01% 363
2026
Q1
$36.1M Sell
1,643,557
-1,974,575
-55% -$42.7M 0.01% 358
2025
Q4
$86.9M Buy
3,618,132
+472,703
+15% +$12M 0.01% 312
2025
Q3
$88.7M Hold
3,145,429
0.01% 307
2025
Q2
$135M Buy
3,145,429
+590,221
+23% +$23.9M 0.02% 256
2025
Q1
$114M Hold
2,555,208
0.02% 269
2024
Q4
$99M Buy
2,555,208
+210,715
+9% +$9.83M 0.02% 288
2024
Q3
$117M Buy
2,344,493
+2,214,699
+1,706% +$96.3M 0.02% 260
2024
Q2
$4.6M Buy
+129,794
New +$4.02M ﹤0.01% 412

Other funds holding BWIN

Capital International Investors's BWIN Position: Q2 2026 in Review

Capital International Investors increased its Baldwin Insurance Group (BWIN) stake by 2.9% in Q2 2026, buying an estimated $1.02M and bringing the position to 1,690,697 shares worth $44.9M. The position accounts for 0.01% of the portfolio, ranked #363.

Capital International Investors first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $135M in Q2 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Capital International Investors held 1,690,697 shares of Baldwin Insurance Group worth $44.9M as of Q2 2026.
  • Capital International Investors bought 47,140 Baldwin Insurance Group shares in Q2 2026, an estimated $1.02M.
  • Baldwin Insurance Group made up 0.01% of Capital International Investors's portfolio in Q2 2026, its #363 holding.
  • Capital International Investors first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
  • Capital International Investors's Baldwin Insurance Group position peaked at $135M in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.