First Trust Advisors
BWIN

First Trust Advisors’s Baldwin Insurance Group BWIN Stock Holding History

First Trust Advisors’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 		$1.67M Buy
+62,929
New +$1.36M ﹤0.01% 2073
2025
Q4 		– Sell
-57,752
Closed -$1.63M – 2733
2025
Q3 		$1.63M Sell
57,752
-38,231
-40% -$1.33M ﹤0.01% 1927
2025
Q2 		$4.11M Buy
95,983
+32,629
+52% +$1.32M ﹤0.01% 1458
2025
Q1 		$2.83M Sell
63,354
-59,373
-48% -$2.42M ﹤0.01% 1620
2024
Q4 		$4.76M Sell
122,727
-15,008
-11% -$700K ﹤0.01% 1387
2024
Q3 		$6.86M Buy
137,735
+3,572
+3% +$155K 0.01% 1188
2024
Q2 		$4.76M Buy
134,163
+78,690
+142% +$2.43M ﹤0.01% 1283
2024
Q1 		$1.61M Sell
55,473
-27,742
-33% -$729K ﹤0.01% 1825
2023
Q4 		$2M Buy
83,215
+12,547
+18% +$267K ﹤0.01% 1720
2023
Q3 		$1.64M Sell
70,668
-3,220
-4% -$80.6K ﹤0.01% 1764
2023
Q2 		$1.83M Sell
73,888
-630
-0.8% -$14.9K ﹤0.01% 1749
2023
Q1 		$1.9M Sell
74,518
-40,343
-35% -$1.12M ﹤0.01% 1704
2022
Q4 		$2.89M Buy
114,861
+7,641
+7% +$211K ﹤0.01% 1519
2022
Q3 		$2.83M Buy
107,220
+59,801
+126% +$1.7M ﹤0.01% 1503
2022
Q2 		$1.15M Buy
+47,419
New +$1.15M ﹤0.01% 1932
2022
Q1 		– Sell
-81,971
Closed -$2.96M – 2598
2021
Q4 		$2.96M Buy
+81,971
New +$3.03M ﹤0.01% 1625

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

First Trust Advisors's BWIN Position: Q2 2026 in Review

First Trust Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 62,929 shares worth $1.67M. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in BWIN as recently as Q3 2025.

First Trust Advisors first reported a position in BWIN in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.86M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • First Trust Advisors held 62,929 shares of Baldwin Insurance Group worth $1.67M as of Q2 2026.
  • Baldwin Insurance Group was a new First Trust Advisors position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2073 holding.
  • First Trust Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 16 quarters since.
  • First Trust Advisors's Baldwin Insurance Group position peaked at $6.86M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.