CBU
BWIN

CIBC Bancorp USA’s Baldwin Insurance Group BWIN Stock Holding History

CIBC Bancorp USA’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 		$10.8M Buy
405,426
+606
+0.1% +$13.1K 0.01% 531
2026
Q1 		$8.88M Buy
+404,820
New +$8.75M 0.01% 550
2025
Q3 		$211K Buy
+7,495
New +$260K ﹤0.01% 1235

Other funds holding BWIN

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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

CIBC Bancorp USA's BWIN Position: Q2 2026 in Review

CIBC Bancorp USA increased its Baldwin Insurance Group (BWIN) stake by 0.15% in Q2 2026, buying an estimated $13.1K and bringing the position to 405,426 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #531.

CIBC Bancorp USA first reported a position in BWIN in Q3 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • CIBC Bancorp USA held 405,426 shares of Baldwin Insurance Group worth $10.8M as of Q2 2026.
  • CIBC Bancorp USA bought 606 Baldwin Insurance Group shares in Q2 2026, an estimated $13.1K.
  • Baldwin Insurance Group made up 0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #531 holding.
  • CIBC Bancorp USA first reported a position in Baldwin Insurance Group in Q3 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.