Fulcrum Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Fulcrum Asset Management’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	$2.63K	Buy	+100	New	+$2.16K	﹤0.01%	843

Other funds holding BWIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Asset Management's BWIN Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 100 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Fulcrum Asset Management held 100 shares of Baldwin Insurance Group worth $2.63K as of Q2 2026.
Baldwin Insurance Group was a new Fulcrum Asset Management position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #843 holding.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.