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 		$226K Buy
+8,500
New +$184K ﹤0.01% 11790
2025
Q2 		– Sell
-2,200
Closed -$98.3K – 15534
2025
Q1 		$98.3K Sell
2,200
-4,800
-69% -$196K ﹤0.01% 11496
2024
Q4 		$271K Buy
7,000
+6,500
+1,300% +$303K ﹤0.01% 9860
2024
Q3 		$24.9K Buy
500
+400
+400% +$17.4K ﹤0.01% 12607
2024
Q2 		$3.55K Sell
100
-2,200
-96% -$68.1K ﹤0.01% 13587
2024
Q1 		$66.6K Sell
2,300
-2,600
-53% -$68.3K ﹤0.01% 11877
2023
Q4 		$118K Sell
4,900
-9,400
-66% -$200K ﹤0.01% 10731
2023
Q3 		$332K Buy
14,300
+7,600
+113% +$190K ﹤0.01% 8963
2023
Q2 		$166K Buy
6,700
+3,700
+123% +$87.6K ﹤0.01% 10172
2023
Q1 		$76.4K Buy
3,000
+1,200
+67% +$33.3K ﹤0.01% 11621
2022
Q4 		$45.3K Buy
+1,800
New +$49.6K ﹤0.01% 12255
2021
Q4 		– Sell
-13,600
Closed -$453K – 14929
2021
Q3 		$453K Hold
13,600
– – ﹤0.01% 10118
2021
Q2 		$362K Sell
13,600
-4,500
-25% -$122K ﹤0.01% 10814
2021
Q1 		$493K Buy
+18,100
New +$492K ﹤0.01% 9707

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.