Cliff Asness’s Baldwin Insurance Group BWIN Stock Holding History

Cliff Asness’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	$1.69M	Sell	63,518 -36,577	-37%	-$791K	﹤0.01%	2720
2026 Q1	$2.2M	Buy	100,095 +87,340	+685%	+$1.89M	﹤0.01%	2285
2025 Q4	$307K	Buy	+12,755	New	+$325K	﹤0.01%	3161
2025 Q3	–	Sell	-9,263	Closed	-$397K	–	3626
2025 Q2	$397K	Sell	9,263 -1,497	-14%	-$60.7K	﹤0.01%	2728
2025 Q1	$481K	Sell	10,760 -1,439	-12%	-$58.6K	﹤0.01%	2445
2024 Q4	$473K	Buy	12,199 +2,991	+32%	+$139K	﹤0.01%	2284
2024 Q3	$459K	Buy	+9,208	New	+$400K	﹤0.01%	2214
2021 Q3	–	Sell	-7,725	Closed	-$206K	–	2344
2021 Q2	$206K	Buy	+7,725	New	+$210K	﹤0.01%	2135

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cliff Asness's BWIN Position: Q2 2026 in Review

Cliff Asness reduced its Baldwin Insurance Group (BWIN) stake by 37% in Q2 2026, selling an estimated $791K and leaving 63,518 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Cliff Asness first reported a position in BWIN in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.2M in Q1 2026. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Cliff Asness held 63,518 shares of Baldwin Insurance Group worth $1.69M as of Q2 2026.
Cliff Asness sold 36,577 Baldwin Insurance Group shares in Q2 2026, an estimated $791K.
Baldwin Insurance Group made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2720 holding.
Cliff Asness first reported a position in Baldwin Insurance Group in Q2 2021 and has held it in 8 quarters since.
Cliff Asness's Baldwin Insurance Group position peaked at $2.2M in Q1 2026.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.