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 		$213K Sell
8,000
-3,900
-33% -$84.3K ﹤0.01% 11934
2026
Q1 		$261K Buy
+11,900
New +$257K ﹤0.01% 10792
2025
Q4 		– Sell
-16,700
Closed -$471K – 14367
2025
Q3 		$471K Buy
16,700
+9,200
+123% +$319K ﹤0.01% 9275
2025
Q2 		$321K Sell
7,500
-9,300
-55% -$377K ﹤0.01% 9652
2025
Q1 		$751K Sell
16,800
-7,400
-31% -$301K ﹤0.01% 7591
2024
Q4 		$938K Buy
24,200
+5,000
+26% +$233K ﹤0.01% 7154
2024
Q3 		$956K Buy
19,200
+9,300
+94% +$404K ﹤0.01% 6951
2024
Q2 		$351K Buy
9,900
+600
+6% +$18.6K ﹤0.01% 8824
2024
Q1 		$269K Sell
9,300
-8,900
-49% -$234K ﹤0.01% 9706
2023
Q4 		$437K Sell
18,200
-16,900
-48% -$359K ﹤0.01% 8393
2023
Q3 		$815K Sell
35,100
-30,400
-46% -$760K ﹤0.01% 7002
2023
Q2 		$1.62M Buy
65,500
+56,500
+628% +$1.34M ﹤0.01% 5538
2023
Q1 		$229K Buy
9,000
+400
+5% +$11.1K ﹤0.01% 9939
2022
Q4 		$216K Buy
+8,600
New +$237K ﹤0.01% 9979
2022
Q2 		– Sell
-43,700
Closed -$1.17M – 14293
2022
Q1 		$1.17M Buy
43,700
+29,500
+208% +$850K ﹤0.01% 7345
2021
Q4 		$513K Sell
14,200
-3,200
-18% -$118K ﹤0.01% 9639
2021
Q3 		$579K Buy
+17,400
New +$545K ﹤0.01% 9520
2021
Q2 		– Sell
-22,700
Closed -$619K – 14569
2021
Q1 		$619K Buy
+22,700
New +$617K ﹤0.01% 9223

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.