Equitable Trust’s Baldwin Insurance Group BWIN Stock Holding History

Equitable Trust’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	$7.52M	Hold	282,998	–	–	0.31%	69
2026 Q1	$6.21M	Buy	+282,998	New	+$6.12M	0.29%	69

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

Equitable Trust's BWIN Position: Q2 2026 in Review

Equitable Trust held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 282,998 shares worth $7.52M. The position accounts for 0.31% of the portfolio, ranked #69.

Equitable Trust first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Equitable Trust held 282,998 shares of Baldwin Insurance Group worth $7.52M as of Q2 2026.
Equitable Trust left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up 0.31% of Equitable Trust's portfolio in Q2 2026, its #69 holding.
Equitable Trust first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.