Geode Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Geode Capital 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 Q3	$72.8M	Sell	2,291,064 -48,389	-2%	-$1.43M	﹤0.01%	1353
2026 Q2	$62.2M	Buy	2,339,453 +188,420	+9%	+$4.07M	﹤0.01%	1513
2026 Q1	$47.2M	Buy	2,151,033 +412,901	+24%	+$8.93M	﹤0.01%	1521
2025 Q4	$41.8M	Buy	1,738,132 +28,355	+2%	+$722K	﹤0.01%	1607
2025 Q3	$48.2M	Buy	1,709,777 +14,019	+0.8%	+$487K	﹤0.01%	1485
2025 Q2	$72.6M	Buy	1,695,758 +79,869	+5%	+$3.24M	0.01%	1211
2025 Q1	$72.2M	Buy	1,615,889 +53,154	+3%	+$2.16M	0.01%	1163
2024 Q4	$60.6M	Buy	1,562,735 +12,378	+0.8%	+$577K	﹤0.01%	1309
2024 Q3	$77.2M	Buy	1,550,357 +9,326	+0.6%	+$405K	0.01%	1168
2024 Q2	$54.7M	Buy	1,541,031 +127,450	+9%	+$3.94M	﹤0.01%	1296
2024 Q1	$40.9M	Buy	1,413,581 +43,329	+3%	+$1.14M	﹤0.01%	1492
2023 Q4	$32.9M	Buy	1,370,252 +70,787	+5%	+$1.5M	﹤0.01%	1614
2023 Q3	$30.2M	Buy	1,299,465 +50,808	+4%	+$1.27M	﹤0.01%	1551
2023 Q2	$30.9M	Buy	1,248,657 +45,648	+4%	+$1.08M	﹤0.01%	1560
2023 Q1	$30.6M	Buy	1,203,009 +55,488	+5%	+$1.54M	﹤0.01%	1521
2022 Q4	$28.8M	Buy	1,147,521 +62,351	+6%	+$1.72M	﹤0.01%	1527
2022 Q3	$28.6M	Buy	1,085,170 +79,614	+8%	+$2.27M	﹤0.01%	1491
2022 Q2	$24.3M	Buy	1,005,556 +89,450	+10%	+$2.17M	﹤0.01%	1630
2022 Q1	$24.6M	Buy	916,106 +35,586	+4%	+$1.03M	﹤0.01%	1756
2021 Q4	$31.8M	Buy	880,520 +42,511	+5%	+$1.57M	﹤0.01%	1656
2021 Q3	$27.9M	Buy	838,009 +34,234	+4%	+$1.07M	﹤0.01%	1729
2021 Q2	$21.4M	Buy	803,775 +61,149	+8%	+$1.66M	﹤0.01%	1914
2021 Q1	$20.2M	Buy	742,626 +114,496	+18%	+$3.11M	﹤0.01%	1870
2020 Q4	$18.8M	Buy	628,130 +149,556	+31%	+$4.33M	﹤0.01%	1755
2020 Q3	$11.9M	Buy	478,574 +105,244	+28%	+$2.28M	﹤0.01%	1847
2020 Q2	$6.45M	Buy	373,330 +106,512	+40%	+$1.29M	﹤0.01%	2191
2020 Q1	$2.81M	Buy	266,818 +38,423	+17%	+$584K	﹤0.01%	2477
2019 Q4	$3.66M	Buy	+228,395	New	+$3.64M	﹤0.01%	2639

Other funds holding BWIN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors Tampa, Florida $679M AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management's BWIN Position: Q3 2026 in Review

Geode Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 2.1% in Q3 2026, selling an estimated $1.43M and leaving 2,291,064 shares worth $72.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Geode Capital Management first reported a position in BWIN in Q4 2019 and has held it in 28 quarters since. The position peaked at $77.2M in Q3 2024. 194 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.

Geode Capital Management held 2,291,064 shares of Baldwin Insurance Group worth $72.8M as of Q3 2026.
Geode Capital Management sold 48,389 Baldwin Insurance Group shares in Q3 2026, an estimated $1.43M.
Baldwin Insurance Group made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #1353 holding.
Geode Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 28 quarters since.
Geode Capital Management's Baldwin Insurance Group position peaked at $77.2M in Q3 2024.
194 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.