Capital Research Global Investors’s Baldwin Insurance Group BWIN Stock Holding History

Capital Research Global Investors’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	$34.8M	Sell	1,308,203 -234,646	-15%	-$5.07M	﹤0.01%	364
2026 Q1	$33.9M	Sell	1,542,849 -1,474,222	-49%	-$31.9M	0.01%	382
2025 Q4	$72.5M	Sell	3,017,071 -1,496,179	-33%	-$38.1M	0.01%	323
2025 Q3	$127M	Hold	4,513,250	–	–	0.02%	274
2025 Q2	$193M	Buy	4,513,250 +1,966,981	+77%	+$79.8M	0.04%	223
2025 Q1	$114M	Buy	2,546,269 +286,927	+13%	+$11.7M	0.02%	276
2024 Q4	$87.6M	Buy	+2,259,342	New	+$105M	0.02%	315

Other funds holding BWIN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Research Global Investors's BWIN Position: Q2 2026 in Review

Capital Research Global Investors reduced its Baldwin Insurance Group (BWIN) stake by 15% in Q2 2026, selling an estimated $5.07M and leaving 1,308,203 shares worth $34.8M. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Capital Research Global Investors first reported a position in BWIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $193M in Q2 2025. 164 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Capital Research Global Investors held 1,308,203 shares of Baldwin Insurance Group worth $34.8M as of Q2 2026.
Capital Research Global Investors sold 234,646 Baldwin Insurance Group shares in Q2 2026, an estimated $5.07M.
Baldwin Insurance Group made up ﹤0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #364 holding.
Capital Research Global Investors first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 7 quarters since.
Capital Research Global Investors's Baldwin Insurance Group position peaked at $193M in Q2 2025.
164 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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