Envestnet Asset Management
BWIN

Envestnet Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Envestnet Asset 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 		$3.84M Sell
144,486
-473
-0.3% -$10.2K ﹤0.01% 2662
2026
Q1 		$3.18M Buy
144,959
+25,976
+22% +$562K ﹤0.01% 2665
2025
Q4 		$2.86M Sell
118,983
-62,183
-34% -$1.58M ﹤0.01% 2574
2025
Q3 		$5.11M Sell
181,166
-20,391
-10% -$708K ﹤0.01% 2227
2025
Q2 		$8.63M Buy
201,557
+91,991
+84% +$3.73M ﹤0.01% 1820
2025
Q1 		$4.9M Buy
109,566
+742
+0.7% +$30.2K ﹤0.01% 2139
2024
Q4 		$4.22M Buy
108,824
+220
+0.2% +$10.3K ﹤0.01% 2223
2024
Q3 		$5.41M Sell
108,604
-7,388
-6% -$321K ﹤0.01% 2053
2024
Q2 		$4.11M Sell
115,992
-13,961
-11% -$432K ﹤0.01% 2158
2024
Q1 		$3.76M Sell
129,953
-50,926
-28% -$1.34M ﹤0.01% 2180
2023
Q4 		$4.34M Sell
180,879
-25,512
-12% -$542K ﹤0.01% 1992
2023
Q3 		$4.79M Buy
206,391
+139,684
+209% +$3.49M ﹤0.01% 1826
2023
Q2 		$1.65M Buy
66,707
+3,534
+6% +$83.7K ﹤0.01% 2402
2023
Q1 		$1.61M Buy
63,173
+2,029
+3% +$56.4K ﹤0.01% 2339
2022
Q4 		$1.54M Buy
61,144
+3,530
+6% +$97.3K ﹤0.01% 2338
2022
Q3 		$1.52M Sell
57,614
-3,330
-5% -$94.8K ﹤0.01% 2249
2022
Q2 		$1.47M Buy
60,944
+41,861
+219% +$1.02M ﹤0.01% 2313
2022
Q1 		$512K Buy
19,083
+3,086
+19% +$88.9K ﹤0.01% 3110
2021
Q4 		$578K Buy
15,997
+3,839
+32% +$142K ﹤0.01% 2979
2021
Q3 		$405K Buy
12,158
+875
+8% +$27.4K ﹤0.01% 3106
2021
Q2 		$301K Buy
+11,283
New +$306K ﹤0.01% 3285
2020
Q3 		– Sell
-16,024
Closed -$277K – 3202
2020
Q2 		$277K Buy
16,024
+4,258
+36% +$51.4K ﹤0.01% 2721
2020
Q1 		$124K Buy
+11,766
New +$179K ﹤0.01% 2818

Other funds holding BWIN

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management's BWIN Position: Q2 2026 in Review

Envestnet Asset Management reduced its Baldwin Insurance Group (BWIN) stake by 0.33% in Q2 2026, selling an estimated $10.2K and leaving 144,486 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Envestnet Asset Management first reported a position in BWIN in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.63M in Q2 2025. 65 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Envestnet Asset Management held 144,486 shares of Baldwin Insurance Group worth $3.84M as of Q2 2026.
  • Envestnet Asset Management sold 473 Baldwin Insurance Group shares in Q2 2026, an estimated $10.2K.
  • Baldwin Insurance Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2662 holding.
  • Envestnet Asset Management first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's Baldwin Insurance Group position peaked at $8.63M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.