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 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

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

Dimensional Fund Advisors's BWIN Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Baldwin Insurance Group (BWIN) stake by 0.92% in Q2 2026, buying an estimated $266K and bringing the position to 1,346,168 shares worth $35.8M. The position accounts for 0.01% of the portfolio, ranked #1769.

Dimensional Fund Advisors first reported a position in BWIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $55.2M in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Dimensional Fund Advisors held 1,346,168 shares of Baldwin Insurance Group worth $35.8M as of Q2 2026.
Dimensional Fund Advisors bought 12,297 Baldwin Insurance Group shares in Q2 2026, an estimated $266K.
Baldwin Insurance Group made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1769 holding.
Dimensional Fund Advisors first reported a position in Baldwin Insurance Group in Q3 2021 and has held it in 19 quarters since.
Dimensional Fund Advisors's Baldwin Insurance Group position peaked at $55.2M in Q3 2024.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.