Dimensional Fund Advisors
BWIN

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
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
+187,286
+55% +$5.2M ﹤0.01% 2095
2022
Q4 		$8.63K Buy
343,328
+3,926
+1% +$108K ﹤0.01% 2264
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's BWIN Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Baldwin Insurance Group (BWIN) stake by 17% in Q1 2026, buying an estimated $4.14M and bringing the position to 1,333,871 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #1779.

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. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Dimensional Fund Advisors held 1,333,871 shares of Baldwin Insurance Group worth $29.3M as of Q1 2026.
  • Dimensional Fund Advisors bought 191,482 Baldwin Insurance Group shares in Q1 2026, an estimated $4.14M.
  • Baldwin Insurance Group made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1779 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.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.