CCM
BWIN

Cloud Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Cloud Capital Management’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
Q1 		$208K Buy
+9,498
New +$205K 0.09% 100

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cloud Capital Management's BWIN Position: Q1 2026 in Review

Cloud Capital Management opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 9,498 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings.

218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Cloud Capital Management held 9,498 shares of Baldwin Insurance Group worth $208K as of Q1 2026.
  • Baldwin Insurance Group was a new Cloud Capital Management position in Q1 2026.
  • Baldwin Insurance Group made up 0.09% of Cloud Capital Management's portfolio in Q1 2026, its #100 holding.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.