Charles Schwab
BWIN

Charles Schwab’s Baldwin Insurance Group BWIN Stock Holding History

Charles Schwab’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 		$19.2M Buy
723,413
+45,189
+7% +$977K ﹤0.01% 1849
2026
Q1 		$14.9M Buy
678,224
+78,798
+13% +$1.7M ﹤0.01% 1908
2025
Q4 		$14.4M Buy
599,426
+2,613
+0.4% +$66.5K ﹤0.01% 1945
2025
Q3 		$16.8M Buy
596,813
+9,909
+2% +$344K ﹤0.01% 1845
2025
Q2 		$25.1M Buy
586,904
+37,436
+7% +$1.52M ﹤0.01% 1546
2025
Q1 		$24.6M Sell
549,468
-8,409
-2% -$342K ﹤0.01% 1521
2024
Q4 		$21.6M Buy
557,877
+10,902
+2% +$508K ﹤0.01% 1661
2024
Q3 		$27.2M Buy
546,975
+11,523
+2% +$501K 0.01% 1526
2024
Q2 		$19M Buy
535,452
+35,877
+7% +$1.11M ﹤0.01% 1709
2024
Q1 		$14.5M Buy
499,575
+6,763
+1% +$178K ﹤0.01% 1796
2023
Q4 		$11.8M Buy
492,812
+8,753
+2% +$186K ﹤0.01% 1895
2023
Q3 		$11.2M Buy
484,059
+19,272
+4% +$482K ﹤0.01% 1854
2023
Q2 		$11.5M Buy
464,787
+9,484
+2% +$225K ﹤0.01% 1847
2023
Q1 		$11.6M Buy
455,303
+2,574
+0.6% +$71.5K ﹤0.01% 1799
2022
Q4 		$11.4M Buy
452,729
+15,998
+4% +$441K ﹤0.01% 1790
2022
Q3 		$11.5M Buy
436,731
+36,492
+9% +$1.04M ﹤0.01% 1757
2022
Q2 		$9.67M Buy
400,239
+23,942
+6% +$582K ﹤0.01% 1849
2022
Q1 		$10.1M Buy
376,297
+11,918
+3% +$343K ﹤0.01% 1951
2021
Q4 		$13.2M Buy
364,379
+16,781
+5% +$620K ﹤0.01% 1857
2021
Q3 		$11.6M Buy
347,598
+26,512
+8% +$830K ﹤0.01% 1919
2021
Q2 		$8.56M Buy
321,086
+27,495
+9% +$746K ﹤0.01% 2080
2021
Q1 		$8M Buy
293,591
+11,907
+4% +$324K ﹤0.01% 2071
2020
Q4 		$8.44M Buy
281,684
+58,610
+26% +$1.7M ﹤0.01% 1956
2020
Q3 		$5.56M Buy
223,074
+50,506
+29% +$1.09M ﹤0.01% 2012
2020
Q2 		$2.98M Buy
172,568
+58,085
+51% +$701K ﹤0.01% 2275
2020
Q1 		$1.21M Buy
114,483
+7,276
+7% +$111K ﹤0.01% 2445
2019
Q4 		$1.72M Buy
+107,207
New +$1.71M ﹤0.01% 2460

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

Charles Schwab's BWIN Position: Q2 2026 in Review

Charles Schwab increased its Baldwin Insurance Group (BWIN) stake by 6.7% in Q2 2026, buying an estimated $977K and bringing the position to 723,413 shares worth $19.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Charles Schwab first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.2M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Charles Schwab held 723,413 shares of Baldwin Insurance Group worth $19.2M as of Q2 2026.
  • Charles Schwab bought 45,189 Baldwin Insurance Group shares in Q2 2026, an estimated $977K.
  • Baldwin Insurance Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1849 holding.
  • Charles Schwab first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Charles Schwab's Baldwin Insurance Group position peaked at $27.2M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.