CAPTRUST Financial Advisors
BWIN

CAPTRUST Financial Advisors’s Baldwin Insurance Group BWIN Stock Holding History

CAPTRUST Financial Advisors’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 		$1.32M Sell
49,618
-9,428
-16% -$204K ﹤0.01% 1581
2026
Q1 		$1.3M Buy
59,046
+15,963
+37% +$345K ﹤0.01% 1460
2025
Q4 		$1.04M Buy
43,083
+31,772
+281% +$809K ﹤0.01% 1483
2025
Q3 		$319K Buy
11,311
+3,395
+43% +$118K ﹤0.01% 2124
2025
Q2 		$339K Buy
7,916
+170
+2% +$6.9K ﹤0.01% 1977
2025
Q1 		$346K Sell
7,746
-904
-10% -$36.8K ﹤0.01% 1861
2024
Q4 		$335K Sell
8,650
-1,456
-14% -$67.9K ﹤0.01% 1840
2024
Q3 		$503K Sell
10,106
-111
-1% -$4.83K ﹤0.01% 1568
2024
Q2 		$362K Buy
+10,217
New +$316K ﹤0.01% 1695
2024
Q1 		– Sell
-29,759
Closed -$715K – 2690
2023
Q4 		$715K Sell
29,759
-12,921
-30% -$275K ﹤0.01% 1484
2023
Q3 		$991K Buy
42,680
+3,263
+8% +$81.6K ﹤0.01% 1214
2023
Q2 		$977K Buy
+39,417
New +$933K ﹤0.01% 1219
2022
Q3 		– Sell
-130
Closed -$3K – 4147
2022
Q2 		$3K Buy
130
+15
+13% +$365 ﹤0.01% 4358
2022
Q1 		$3K Buy
115
+35
+44% +$1.01K ﹤0.01% 4400
2021
Q4 		$3K Hold
80
– – ﹤0.01% 4315
2021
Q3 		$3K Hold
80
– – ﹤0.01% 4167
2021
Q2 		$2K Hold
80
– – ﹤0.01% 4220
2021
Q1 		$2K Sell
80
-447
-85% -$12.2K ﹤0.01% 4089
2020
Q4 		$16K Buy
+527
New +$15.2K ﹤0.01% 2368

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

CAPTRUST Financial Advisors's BWIN Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Baldwin Insurance Group (BWIN) stake by 16% in Q2 2026, selling an estimated $204K and leaving 49,618 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

CAPTRUST Financial Advisors first reported a position in BWIN in Q4 2020 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • CAPTRUST Financial Advisors held 49,618 shares of Baldwin Insurance Group worth $1.32M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 9,428 Baldwin Insurance Group shares in Q2 2026, an estimated $204K.
  • Baldwin Insurance Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1581 holding.
  • CAPTRUST Financial Advisors first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 19 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.