CA
BWIN

CSM Advisors’s Baldwin Insurance Group BWIN Stock Holding History

CSM Advisors’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 		$1.36M Buy
+51,388
New +$1.11M 0.03% 325

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

CSM Advisors's BWIN Position: Q2 2026 in Review

CSM Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 51,388 shares worth $1.36M. The stake represents 0.03% of the portfolio and ranks #325 among its holdings.

227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • CSM Advisors held 51,388 shares of Baldwin Insurance Group worth $1.36M as of Q2 2026.
  • Baldwin Insurance Group was a new CSM Advisors position in Q2 2026.
  • Baldwin Insurance Group made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #325 holding.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.