Fiera Capital (Canada)
BWIN

Fiera Capital (Canada)’s Baldwin Insurance Group BWIN Stock Holding History

Fiera Capital (Canada)’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 		$15.9M Sell
596,374
-447,398
-43% -$9.67M 0.06% 192
2026
Q1 		$22.9M Buy
1,043,772
+52,559
+5% +$1.14M 0.08% 179
2025
Q4 		$23.8M Buy
991,213
+231,993
+31% +$5.91M 0.08% 175
2025
Q3 		$21.4M Sell
759,220
-19,720
-3% -$685K 0.07% 160
2025
Q2 		$33.3M Buy
+778,940
New +$31.6M 0.11% 128
2022
Q2 		– Sell
-120,469
Closed -$3.23M – 615
2022
Q1 		$3.23M Sell
120,469
-3,928
-3% -$113K 0.01% 260
2021
Q4 		$4.49M Buy
+124,397
New +$4.6M 0.01% 215

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Fiera Capital (Canada)'s BWIN Position: Q2 2026 in Review

Fiera Capital (Canada) reduced its Baldwin Insurance Group (BWIN) stake by 43% in Q2 2026, selling an estimated $9.67M and leaving 596,374 shares worth $15.9M. The position accounts for 0.06% of the portfolio, ranked #192.

Fiera Capital (Canada) first reported a position in BWIN in Q4 2021 and has held it in 7 quarters since. The position peaked at $33.3M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Fiera Capital (Canada) held 596,374 shares of Baldwin Insurance Group worth $15.9M as of Q2 2026.
  • Fiera Capital (Canada) sold 447,398 Baldwin Insurance Group shares in Q2 2026, an estimated $9.67M.
  • Baldwin Insurance Group made up 0.06% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #192 holding.
  • Fiera Capital (Canada) first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 7 quarters since.
  • Fiera Capital (Canada)'s Baldwin Insurance Group position peaked at $33.3M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.