DCM
BWIN

Dorato Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Dorato Capital Management’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 		$35.3K Hold
1,333
– – 0.02% 194
2026
Q1 		$30.3K Hold
1,333
– – 0.02% 195
2025
Q4 		$35.4K Buy
+1,333
New +$33.9K 0.03% 187

Other funds holding BWIN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Dorato Capital Management's BWIN Position: Q2 2026 in Review

Dorato Capital Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 1,333 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #194.

Dorato Capital Management first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.4K in Q4 2025. 74 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Dorato Capital Management held 1,333 shares of Baldwin Insurance Group worth $35.3K as of Q2 2026.
  • Dorato Capital Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.02% of Dorato Capital Management's portfolio in Q2 2026, its #194 holding.
  • Dorato Capital Management first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Baldwin Insurance Group position peaked at $35.4K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.