Cetera Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

Cetera Trust Company’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	$238K	Buy	8,950 +880	+11%	+$19K	0.12%	149
2026 Q1	$177K	Hold	8,070	–	–	0.1%	171
2025 Q4	$194K	Buy	8,070 +2,045	+34%	+$52.1K	0.1%	166
2025 Q3	$170K	Hold	6,025	–	–	0.1%	182
2025 Q2	$258K	Buy	6,025 +555	+10%	+$22.5K	0.15%	134
2025 Q1	$244K	Hold	5,470	–	–	0.16%	135
2024 Q4	$212K	Buy	5,470 +25	+0.5%	+$1.17K	0.14%	159
2024 Q3	$271K	Hold	5,445	–	–	0.17%	122
2024 Q2	$193K	Buy	+5,445	New	+$168K	0.12%	161

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

Cetera Trust Company's BWIN Position: Q2 2026 in Review

Cetera Trust Company increased its Baldwin Insurance Group (BWIN) stake by 11% in Q2 2026, buying an estimated $19K and bringing the position to 8,950 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #149.

Cetera Trust Company first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $271K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Cetera Trust Company held 8,950 shares of Baldwin Insurance Group worth $238K as of Q2 2026.
Cetera Trust Company bought 880 Baldwin Insurance Group shares in Q2 2026, an estimated $19K.
Baldwin Insurance Group made up 0.12% of Cetera Trust Company's portfolio in Q2 2026, its #149 holding.
Cetera Trust Company first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
Cetera Trust Company's Baldwin Insurance Group position peaked at $271K in Q3 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.