Citigroup
BWIN

Citigroup’s Baldwin Insurance Group BWIN Stock Holding History

Citigroup’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 		$1.45M Buy
54,526
+37,465
+220% +$810K ﹤0.01% 3172
2026
Q1 		$374K Buy
17,061
+13,163
+338% +$285K ﹤0.01% 3706
2025
Q4 		$93.7K Sell
3,898
-8,761
-69% -$223K ﹤0.01% 4350
2025
Q3 		$357K Sell
12,659
-19,492
-61% -$677K ﹤0.01% 3736
2025
Q2 		$1.38M Sell
32,151
-20,897
-39% -$848K ﹤0.01% 2971
2025
Q1 		$2.37M Sell
53,048
-3,684
-6% -$150K ﹤0.01% 2553
2024
Q4 		$2.2M Buy
56,732
+9,220
+19% +$430K ﹤0.01% 2736
2024
Q3 		$2.37M Buy
47,512
+33,184
+232% +$1.44M ﹤0.01% 2517
2024
Q2 		$508K Buy
14,328
+4,377
+44% +$135K ﹤0.01% 3382
2024
Q1 		$288K Buy
9,951
+1,402
+16% +$36.8K ﹤0.01% 3851
2023
Q4 		$205K Buy
8,549
+8,405
+5,837% +$179K ﹤0.01% 3906
2023
Q3 		$3.35K Sell
144
-19,031
-99% -$476K ﹤0.01% 4830
2023
Q2 		$475K Buy
19,175
+17,632
+1,143% +$417K ﹤0.01% 3413
2023
Q1 		$39.3K Sell
1,543
-2,126
-58% -$59K ﹤0.01% 4323
2022
Q4 		$92.2K Buy
3,669
+1,231
+50% +$33.9K ﹤0.01% 4057
2022
Q3 		$64K Sell
2,438
-2,699
-53% -$76.9K ﹤0.01% 4290
2022
Q2 		$124K Buy
5,137
+1,552
+43% +$37.7K ﹤0.01% 4105
2022
Q1 		$97K Sell
3,585
-10,966
-75% -$316K ﹤0.01% 4432
2021
Q4 		$525K Buy
14,551
+8,038
+123% +$297K ﹤0.01% 3753
2021
Q3 		$217K Buy
6,513
+3,476
+114% +$109K ﹤0.01% 4076
2021
Q2 		$81K Sell
3,037
-280
-8% -$7.59K ﹤0.01% 4600
2021
Q1 		$90K Sell
3,317
-6,142
-65% -$167K ﹤0.01% 4418
2020
Q4 		$283K Buy
9,459
+8,578
+974% +$248K ﹤0.01% 4717
2020
Q3 		$22K Sell
881
-1,933
-69% -$41.8K ﹤0.01% 6139
2020
Q2 		$48K Sell
2,814
-2,096
-43% -$25.3K ﹤0.01% 6042
2020
Q1 		$52K Buy
4,910
+1,891
+63% +$28.8K ﹤0.01% 5957
2019
Q4 		$48K Buy
+3,019
New +$48.2K ﹤0.01% 6343

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

Citigroup's BWIN Position: Q2 2026 in Review

Citigroup increased its Baldwin Insurance Group (BWIN) stake by 220% in Q2 2026, buying an estimated $810K and bringing the position to 54,526 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Citigroup first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Citigroup held 54,526 shares of Baldwin Insurance Group worth $1.45M as of Q2 2026.
  • Citigroup bought 37,465 Baldwin Insurance Group shares in Q2 2026, an estimated $810K.
  • Baldwin Insurance Group made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3172 holding.
  • Citigroup first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Citigroup's Baldwin Insurance Group position peaked at $2.37M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.