Corient Private Wealth’s Baldwin Insurance Group BWIN Stock Holding History

Corient Private Wealth’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	$11M	Buy	502,461 +434,499	+639%	+$9.4M	0.02%	593
2025 Q4	$1.63M	Buy	67,962 +18,534	+37%	+$472K	﹤0.01%	1625
2025 Q3	$1.39M	Sell	49,428 -220,420	-82%	-$7.65M	﹤0.01%	1257
2025 Q2	$11.6M	Hold	269,848	–	–	0.02%	493
2025 Q1	$12.1M	Buy	269,848 +234,400	+661%	+$9.55M	0.02%	479
2024 Q4	$1.37M	Buy	+35,448	New	+$1.65M	﹤0.01%	1163
2024 Q3	–	Sell	-37,448	Closed	-$1.33M	–	2570
2024 Q2	$1.33M	Hold	37,448	–	–	﹤0.01%	1211
2024 Q1	$1.08M	Buy	37,448 +514	+1%	+$13.5K	﹤0.01%	1291
2023 Q4	$887K	Sell	36,934 -4,100	-10%	-$87.1K	﹤0.01%	1329
2023 Q3	$953K	Hold	41,034	–	–	﹤0.01%	1205
2023 Q2	$1.02M	Hold	41,034	–	–	﹤0.01%	1147
2023 Q1	$1.04M	Buy	+41,034	New	+$1.14M	﹤0.01%	1070

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's BWIN Position: Q1 2026 in Review

Corient Private Wealth increased its Baldwin Insurance Group (BWIN) stake by 639% in Q1 2026, buying an estimated $9.4M and bringing the position to 502,461 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #593.

Corient Private Wealth first reported a position in BWIN in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Corient Private Wealth held 502,461 shares of Baldwin Insurance Group worth $11M as of Q1 2026.
Corient Private Wealth bought 434,499 Baldwin Insurance Group shares in Q1 2026, an estimated $9.4M.
Baldwin Insurance Group made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #593 holding.
Corient Private Wealth first reported a position in Baldwin Insurance Group in Q1 2023 and has held it in 12 quarters since.
Corient Private Wealth's Baldwin Insurance Group position peaked at $12.1M in Q1 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.