Citadel Advisors
BWIN

Citadel Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Citadel 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 		$1.97M Buy
+73,992
New +$1.6M ﹤0.01% 6602
2026
Q1 		– Sell
-269,838
Closed -$5.84M – 14489
2025
Q4 		$6.48M Buy
+269,838
New +$6.87M ﹤0.01% 3883
2024
Q3 		– Sell
-121,150
Closed -$5.27M – 15443
2024
Q2 		$4.3M Buy
121,150
+65,281
+117% +$2.02M ﹤0.01% 3986
2024
Q1 		$1.62M Sell
55,869
-42,048
-43% -$1.1M ﹤0.01% 5932
2023
Q4 		$2.35M Buy
97,917
+31,239
+47% +$664K ﹤0.01% 5084
2023
Q3 		$1.55M Sell
66,678
-190,973
-74% -$4.78M ﹤0.01% 5697
2023
Q2 		$6.38M Buy
257,651
+257,479
+149,697% +$6.1M ﹤0.01% 3282
2023
Q1 		$4.38K Sell
172
-48,266
-100% -$1.34M ﹤0.01% 13960
2022
Q4 		$1.22M Buy
48,438
+23,002
+90% +$634K ﹤0.01% 6438
2022
Q3 		$670K Sell
25,436
-19,378
-43% -$552K ﹤0.01% 7832
2022
Q2 		$1.08M Sell
44,814
-405,386
-90% -$9.86M ﹤0.01% 6838
2022
Q1 		$12.1M Buy
450,200
+354,767
+372% +$10.2M ﹤0.01% 2670
2021
Q4 		$3.45M Sell
95,433
-81,202
-46% -$3M ﹤0.01% 5069
2021
Q3 		$5.88M Buy
176,635
+8,970
+5% +$281K ﹤0.01% 3996
2021
Q2 		$4.47M Buy
167,665
+18,734
+13% +$508K ﹤0.01% 4679
2021
Q1 		$4.06M Buy
148,931
+99,401
+201% +$2.7M ﹤0.01% 4726
2020
Q4 		$1.48M Buy
49,530
+13,832
+39% +$400K ﹤0.01% 5986
2020
Q3 		$889K Sell
35,698
-111,117
-76% -$2.41M ﹤0.01% 6246
2020
Q2 		$2.54M Buy
+146,815
New +$1.77M ﹤0.01% 4151
2020
Q1 		– Sell
-22,870
Closed -$367K – 10303
2019
Q4 		$367K Buy
+22,870
New +$365K ﹤0.01% 7277

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

Citadel Advisors's BWIN Position: Q2 2026 in Review

Citadel Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 73,992 shares worth $1.97M. The stake represents ﹤0.01% of the portfolio and ranks #6602 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in BWIN as recently as Q4 2025.

Citadel Advisors first reported a position in BWIN in Q4 2019 and has held it in 20 quarters since. The position peaked at $12.1M in Q1 2022. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Citadel Advisors held 73,992 shares of Baldwin Insurance Group worth $1.97M as of Q2 2026.
  • Baldwin Insurance Group was a new Citadel Advisors position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6602 holding.
  • Citadel Advisors first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 20 quarters since.
  • Citadel Advisors's Baldwin Insurance Group position peaked at $12.1M in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.