Covestor’s Baldwin Insurance Group BWIN Stock Holding History

Covestor’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	$1K	Buy	31 +25	+417%	+$541	﹤0.01%	2406
2026 Q1	$0	Buy	6 +3	+100%	+$65	﹤0.01%	2860
2025 Q4	$0	Hold	3	–	–	﹤0.01%	2826
2025 Q3	$0	Hold	3	–	–	﹤0.01%	2870
2025 Q2	$0	Sell	3 -1	-25%	-$41	﹤0.01%	2839
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2812
2024 Q4	$0	Buy	4 +1	+33%	+$47	﹤0.01%	2827
2024 Q3	$0	Sell	3 -2	-40%	-$87	﹤0.01%	2855
2024 Q2	$0	Hold	5	–	–	﹤0.01%	2841
2024 Q1	$0	Hold	5	–	–	﹤0.01%	2823
2023 Q4	$0	Sell	5 -1	-17%	-$21	﹤0.01%	2800
2023 Q3	$0	Sell	6 -1	-14%	-$25	﹤0.01%	2798
2023 Q2	$0	Hold	7	–	–	﹤0.01%	2740
2023 Q1	$0	Hold	7	–	–	﹤0.01%	2670
2022 Q4	$0	Hold	7	–	–	﹤0.01%	2689
2022 Q3	$0	Sell	7 -2	-22%	-$57	﹤0.01%	2705
2022 Q2	$0	Sell	9 -2	-18%	-$49	﹤0.01%	2430
2022 Q1	$0	Sell	11 -3	-21%	-$86	﹤0.01%	2482
2021 Q4	$1K	Buy	+14	New	+$517	﹤0.01%	2006

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

Covestor's BWIN Position: Q2 2026 in Review

Covestor increased its Baldwin Insurance Group (BWIN) stake by 417% in Q2 2026, buying an estimated $541 and bringing the position to 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Covestor first reported a position in BWIN in Q4 2021 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Covestor held 31 shares of Baldwin Insurance Group worth $1K as of Q2 2026.
Covestor bought 25 Baldwin Insurance Group shares in Q2 2026, an estimated $541.
Baldwin Insurance Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2406 holding.
Covestor first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 19 quarters since.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.