FGP
BWIN

Freestone Grove Partners’s Baldwin Insurance Group BWIN Stock Holding History

Freestone Grove Partners’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 		$8.71M Buy
+327,679
New +$7.08M 0.06% 305
2025
Q4 		– Sell
-17,087
Closed -$482K – 983
2025
Q3 		$482K Buy
+17,087
New +$593K ﹤0.01% 543
2025
Q1 		– Sell
-101,376
Closed -$3.93M – 823
2024
Q4 		$3.93M Buy
+101,376
New +$4.73M 0.05% 243

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

Freestone Grove Partners's BWIN Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 327,679 shares worth $8.71M. The stake represents 0.06% of the portfolio and ranks #305 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in BWIN as recently as Q3 2025.

Freestone Grove Partners first reported a position in BWIN in Q4 2024 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Freestone Grove Partners held 327,679 shares of Baldwin Insurance Group worth $8.71M as of Q2 2026.
  • Baldwin Insurance Group was a new Freestone Grove Partners position in Q2 2026.
  • Baldwin Insurance Group made up 0.06% of Freestone Grove Partners's portfolio in Q2 2026, its #305 holding.
  • Freestone Grove Partners first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.