FHA
BWIN

Flagship Harbor Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-5,160
Closed -$124K – 2261
2025
Q4 		$124K Buy
+5,160
New +$131K 0.01% 813
2025
Q3 		– Sell
-5,160
Closed -$221K – 840
2025
Q2 		$221K Hold
5,160
– – 0.01% 704
2025
Q1 		$231K Hold
5,160
– – 0.01% 665
2024
Q4 		$200K Hold
5,160
– – 0.01% 708
2024
Q3 		$257K Buy
+5,160
New +$224K 0.01% 607
2020
Q3 		– Sell
-237
Closed -$4K – 2188
2020
Q2 		$4K Buy
+237
New +$2.86K ﹤0.01% 1673

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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

Flagship Harbor Advisors's BWIN Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 5,160 shares — an estimated $124K sold.

Flagship Harbor Advisors first reported a position in BWIN in Q2 2020 and held it in 6 quarters. The position peaked at $257K in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 5,160 Baldwin Insurance Group shares in Q1 2026, an estimated $124K.
  • Flagship Harbor Advisors first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 6 quarters.
  • Flagship Harbor Advisors's Baldwin Insurance Group position peaked at $257K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.