Cerity Partners’s Baldwin Insurance Group BWIN Stock Holding History

Cerity Partners’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	$987K	Buy	+37,144	New	+$803K	﹤0.01%	2013

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

Cerity Partners's BWIN Position: Q2 2026 in Review

Cerity Partners opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 37,144 shares worth $987K. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings.

227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Cerity Partners held 37,144 shares of Baldwin Insurance Group worth $987K as of Q2 2026.
Baldwin Insurance Group was a new Cerity Partners position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2013 holding.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.