Fidelity Investments
BWIN

Fidelity Investments’s Baldwin Insurance Group BWIN Stock Holding History

Fidelity Investments’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 		$392M Buy
14,752,216
+798,154
+6% +$17.3M 0.02% 644
2026
Q1 		$306M Buy
13,954,062
+3,157,711
+29% +$68.3M 0.02% 683
2025
Q4 		$259M Buy
10,796,351
+41,107
+0.4% +$1.05M 0.01% 757
2025
Q3 		$303M Buy
10,755,244
+2,601,535
+32% +$90.3M 0.02% 686
2025
Q2 		$349M Sell
8,153,709
-482,866
-6% -$19.6M 0.02% 621
2025
Q1 		$386M Buy
8,636,575
+237,830
+3% +$9.69M 0.02% 549
2024
Q4 		$326M Sell
8,398,745
-1,518,565
-15% -$70.8M 0.02% 629
2024
Q3 		$494M Sell
9,917,310
-1,886
-0% -$82K 0.03% 475
2024
Q2 		$352M Buy
9,919,196
+208,488
+2% +$6.45M 0.02% 585
2024
Q1 		$281M Buy
9,710,708
+102,109
+1% +$2.68M 0.02% 652
2023
Q4 		$231M Buy
9,608,599
+933,659
+11% +$19.8M 0.02% 693
2023
Q3 		$202M Buy
8,674,940
+2,938,558
+51% +$73.5M 0.02% 697
2023
Q2 		$142M Buy
5,736,382
+514,442
+10% +$12.2M 0.01% 859
2023
Q1 		$133M Buy
5,221,940
+124,832
+2% +$3.47M 0.01% 885
2022
Q4 		$128M Sell
5,097,108
-297,564
-6% -$8.2M 0.01% 872
2022
Q3 		$142M Buy
5,394,672
+91,360
+2% +$2.6M 0.01% 814
2022
Q2 		$128M Buy
5,303,312
+28,834
+0.5% +$701K 0.01% 870
2022
Q1 		$142M Buy
5,274,478
+156,269
+3% +$4.5M 0.01% 925
2021
Q4 		$185M Buy
5,118,209
+83,587
+2% +$3.09M 0.01% 833
2021
Q3 		$168M Buy
5,034,622
+1,011,966
+25% +$31.7M 0.01% 874
2021
Q2 		$107M Sell
4,022,656
-99,149
-2% -$2.69M 0.01% 1094
2021
Q1 		$112M Buy
4,121,805
+166,624
+4% +$4.53M 0.01% 1017
2020
Q4 		$119M Buy
3,955,181
+903,848
+30% +$26.1M 0.01% 954
2020
Q3 		$76M Buy
3,051,333
+442,614
+17% +$9.58M 0.01% 1047
2020
Q2 		$45.1M Buy
+2,608,719
New +$31.5M 0.01% 1215
2020
Q1 		– Sell
-282,649
Closed -$4.54M – 4335
2019
Q4 		$4.54M Buy
+282,649
New +$4.51M ﹤0.01% 2072

Other funds holding BWIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Fidelity Investments's BWIN Position: Q2 2026 in Review

Fidelity Investments increased its Baldwin Insurance Group (BWIN) stake by 5.7% in Q2 2026, buying an estimated $17.3M and bringing the position to 14,752,216 shares worth $392M. The position accounts for 0.02% of the portfolio, ranked #644.

Fidelity Investments first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $494M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Fidelity Investments held 14,752,216 shares of Baldwin Insurance Group worth $392M as of Q2 2026.
  • Fidelity Investments bought 798,154 Baldwin Insurance Group shares in Q2 2026, an estimated $17.3M.
  • Baldwin Insurance Group made up 0.02% of Fidelity Investments's portfolio in Q2 2026, its #644 holding.
  • Fidelity Investments first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • Fidelity Investments's Baldwin Insurance Group position peaked at $494M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.