DL
BWIN

Dockside LLC’s Baldwin Insurance Group BWIN Stock Holding History

Dockside LLC’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 		$431K Buy
+16,220
New +$351K 0.1% 173

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

Dockside LLC's BWIN Position: Q2 2026 in Review

Dockside LLC opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 16,220 shares worth $431K. The stake represents 0.1% of the portfolio and ranks #173 among its holdings.

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

  • Dockside LLC held 16,220 shares of Baldwin Insurance Group worth $431K as of Q2 2026.
  • Baldwin Insurance Group was a new Dockside LLC position in Q2 2026.
  • Baldwin Insurance Group made up 0.1% of Dockside LLC's portfolio in Q2 2026, its #173 holding.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.