EntreWealth’s Baldwin Insurance Group BWIN Stock Holding History

EntreWealth’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	$711K	Sell	24,868 -12,469	-33%	-$270K	0.26%	71
2026 Q1	$819K	Hold	37,337	–	–	0.37%	50
2025 Q4	$731K	Buy	37,337 +8,551	+30%	+$218K	0.33%	54
2025 Q3	$812K	Buy	+28,786	New	+$1,000K	0.42%	46

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

EntreWealth's BWIN Position: Q2 2026 in Review

EntreWealth reduced its Baldwin Insurance Group (BWIN) stake by 33% in Q2 2026, selling an estimated $270K and leaving 24,868 shares worth $711K. The position accounts for 0.26% of the portfolio, ranked #71.

EntreWealth first reported a position in BWIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $819K in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

EntreWealth held 24,868 shares of Baldwin Insurance Group worth $711K as of Q2 2026.
EntreWealth sold 12,469 Baldwin Insurance Group shares in Q2 2026, an estimated $270K.
Baldwin Insurance Group made up 0.26% of EntreWealth's portfolio in Q2 2026, its #71 holding.
EntreWealth first reported a position in Baldwin Insurance Group in Q3 2025 and has held it in 4 quarters since.
EntreWealth's Baldwin Insurance Group position peaked at $819K in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.