Ensign Peak Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Ensign Peak 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	$146K	Hold	5,498	–	–	﹤0.01%	1507
2026 Q1	$121K	Hold	5,498	–	–	﹤0.01%	1517
2025 Q4	$132K	Sell	5,498 -10,950	-67%	-$279K	﹤0.01%	1481
2025 Q3	$464K	Sell	16,448 -10,750	-40%	-$373K	﹤0.01%	1415
2025 Q2	$1.16M	Hold	27,198	–	–	﹤0.01%	1154
2025 Q1	$1.22M	Hold	27,198	–	–	﹤0.01%	1139
2024 Q4	$1.05M	Hold	27,198	–	–	﹤0.01%	1288
2024 Q3	$1.35M	Hold	27,198	–	–	﹤0.01%	1146
2024 Q2	$965K	Hold	27,198	–	–	﹤0.01%	1303
2024 Q1	$787K	Sell	27,198 -1,372	-5%	-$36K	﹤0.01%	1472
2023 Q4	$686K	Buy	28,570 +1,100	+4%	+$23.4K	﹤0.01%	1575
2023 Q3	$638K	Hold	27,470	–	–	﹤0.01%	1502
2023 Q2	$681K	Hold	27,470	–	–	﹤0.01%	1517
2023 Q1	$699K	Hold	27,470	–	–	﹤0.01%	1516
2022 Q4	$691K	Buy	27,470 +14,900	+119%	+$411K	﹤0.01%	1467
2022 Q3	$331K	Buy	12,570 +4,270	+51%	+$122K	﹤0.01%	1660
2022 Q2	$200K	Hold	8,300	–	–	﹤0.01%	1792
2022 Q1	$223K	Hold	8,300	–	–	﹤0.01%	1849
2021 Q4	$300K	Buy	+8,300	New	+$307K	﹤0.01%	1815

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

Ensign Peak Advisors's BWIN Position: Q2 2026 in Review

Ensign Peak Advisors held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 5,498 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Ensign Peak Advisors first reported a position in BWIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Ensign Peak Advisors held 5,498 shares of Baldwin Insurance Group worth $146K as of Q2 2026.
Ensign Peak Advisors left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #1507 holding.
Ensign Peak Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 19 quarters since.
Ensign Peak Advisors's Baldwin Insurance Group position peaked at $1.35M in Q3 2024.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.