Dimensional Fund Advisors
BWIN icon

Dimensional Fund Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Dimensional Fund 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
Q3 		$45M Buy
1,416,140
+69,972
+5% +$2.06M 0.01% 1634
2026
Q2 		$35.8M Buy
1,346,168
+12,297
+0.9% +$266K 0.01% 1769
2026
Q1 		$29.3M Buy
1,333,871
+191,482
+17% +$4.14M 0.01% 1779
2025
Q4 		$27.5M Buy
1,142,389
+43,563
+4% +$1.11M 0.01% 1819
2025
Q3 		$31M Buy
1,098,826
+2,147
+0.2% +$74.5K 0.01% 1778
2025
Q2 		$46.9M Sell
1,096,679
-12,387
-1% -$503K 0.01% 1537
2025
Q1 		$49.6M Sell
1,109,066
-18,134
-2% -$739K 0.01% 1479
2024
Q4 		$43.7M Buy
1,127,200
+19,049
+2% +$888K 0.01% 1586
2024
Q3 		$55.2M Buy
1,108,151
+25,908
+2% +$1.13M 0.01% 1449
2024
Q2 		$38.4M Buy
1,082,243
+72,563
+7% +$2.25M 0.01% 1622
2024
Q1 		$29.2M Buy
1,009,680
+20,850
+2% +$548K 0.01% 1792
2023
Q4 		$23.8M Buy
988,830
+162,347
+20% +$3.45M 0.01% 1899
2023
Q3 		$19.2M Buy
826,483
+163,030
+25% +$4.08M 0.01% 1945
2023
Q2 		$16.4M Buy
663,453
+132,839
+25% +$3.15M 0.01% 2032
2023
Q1 		$13.5M Buy
+530,614
New +$14.7M ﹤0.01% 2095
2022
Q3 		$8.94M Buy
339,402
+114,083
+51% +$3.25M ﹤0.01% 2200
2022
Q2 		$5.44M Buy
225,319
+203,021
+910% +$4.94M ﹤0.01% 2424
2022
Q1 		$598K Sell
22,298
-70,706
-76% -$2.04M ﹤0.01% 3107
2021
Q4 		$3.36M Buy
93,004
+57,175
+160% +$2.11M ﹤0.01% 2697
2021
Q3 		$1.19M Buy
+35,829
New +$1.12M ﹤0.01% 3006

Other funds holding BWIN

Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Dimensional Fund Advisors's BWIN Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Baldwin Insurance Group (BWIN) stake by 5.2% in Q3 2026, buying an estimated $2.06M and bringing the position to 1,416,140 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #1634.

Dimensional Fund Advisors first reported a position in BWIN in Q3 2021 and has held it in 20 quarters since. The position peaked at $55.2M in Q3 2024. 65 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

  • Dimensional Fund Advisors held 1,416,140 shares of Baldwin Insurance Group worth $45M as of Q3 2026.
  • Dimensional Fund Advisors bought 69,972 Baldwin Insurance Group shares in Q3 2026, an estimated $2.06M.
  • Baldwin Insurance Group made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1634 holding.
  • Dimensional Fund Advisors first reported a position in Baldwin Insurance Group in Q3 2021 and has held it in 20 quarters since.
  • Dimensional Fund Advisors's Baldwin Insurance Group position peaked at $55.2M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.