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
Q2 		$252K Buy
9,508
+10
+0.1% +$216 0.09% 105
2026
Q1 		$208K Buy
+9,498
New +$205K 0.09% 100

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

Cloud Capital Management's BWIN Position: Q2 2026 in Review

Cloud Capital Management increased its Baldwin Insurance Group (BWIN) stake by 0.11% in Q2 2026, buying an estimated $216 and bringing the position to 9,508 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #105.

Cloud Capital Management first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Cloud Capital Management held 9,508 shares of Baldwin Insurance Group worth $252K as of Q2 2026.
  • Cloud Capital Management bought 10 Baldwin Insurance Group shares in Q2 2026, an estimated $216.
  • Baldwin Insurance Group made up 0.09% of Cloud Capital Management's portfolio in Q2 2026, its #105 holding.
  • Cloud Capital Management first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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