Dmitry Balyasny’s Baldwin Insurance Group BWIN Stock Holding History

Dmitry Balyasny’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	$4.07M	Buy	+153,172	New	+$3.31M	0.01%	1472
2026 Q1	–	Sell	-301,576	Closed	-$7.25M	–	3662
2025 Q4	$7.25M	Buy	+301,576	New	+$7.68M	0.01%	1200
2025 Q1	–	Sell	-420,168	Closed	-$16.3M	–	3379
2024 Q4	$16.3M	Buy	420,168 +212,511	+102%	+$9.91M	0.02%	757
2024 Q3	$10.3M	Buy	207,657 +105,473	+103%	+$4.59M	0.02%	933
2024 Q2	$3.62M	Buy	102,184 +79,068	+342%	+$2.45M	0.01%	1319
2024 Q1	$669K	Sell	23,116 -363,838	-94%	-$9.56M	﹤0.01%	1952
2023 Q4	$9.29M	Buy	386,954 +254,901	+193%	+$5.42M	0.02%	892
2023 Q3	$3.07M	Buy	132,053 +91,113	+223%	+$2.28M	0.01%	1260
2023 Q2	$1.01M	Buy	+40,940	New	+$969K	﹤0.01%	1615
2023 Q1	–	Sell	-71,757	Closed	-$1.8M	–	3240
2022 Q4	$1.8M	Sell	71,757 -6,188	-8%	-$170K	﹤0.01%	1464
2022 Q3	$2.05M	Buy	+77,945	New	+$2.22M	0.01%	1468
2022 Q2	–	Sell	-249,082	Closed	-$6.68M	–	3265
2022 Q1	$6.68M	Buy	249,082 +225,792	+969%	+$6.5M	0.02%	841
2021 Q4	$841K	Sell	23,290 -10,858	-32%	-$401K	﹤0.01%	1493
2021 Q3	$1.14M	Buy	+34,148	New	+$1.07M	﹤0.01%	1299
2021 Q2	–	Sell	-124,420	Closed	-$3.39M	–	2432
2021 Q1	$3.39M	Buy	124,420 +41,822	+51%	+$1.14M	0.02%	845
2020 Q4	$2.48M	Buy	+82,598	New	+$2.39M	0.01%	829
2020 Q1	–	Sell	-449,296	Closed	-$7.21M	–	1582
2019 Q4	$7.21M	Buy	+449,296	New	+$7.17M	0.04%	510

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

Dmitry Balyasny's BWIN Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 153,172 shares worth $4.07M. The stake represents 0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in BWIN as recently as Q4 2025.

Dmitry Balyasny first reported a position in BWIN in Q4 2019 and has held it in 17 quarters since. The position peaked at $16.3M in Q4 2024. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Dmitry Balyasny held 153,172 shares of Baldwin Insurance Group worth $4.07M as of Q2 2026.
Baldwin Insurance Group was a new Dmitry Balyasny position in Q2 2026.
Baldwin Insurance Group made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1472 holding.
Dmitry Balyasny first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 17 quarters since.
Dmitry Balyasny's Baldwin Insurance Group position peaked at $16.3M in Q4 2024.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.