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 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	$3.67M	Buy	+228,395	New	+$3.64M	﹤0.01%	2639

Other funds holding BWIN

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

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Geode Capital Management's BWIN Position: Q2 2026 in Review

Geode Capital Management increased its Baldwin Insurance Group (BWIN) stake by 8.8% in Q2 2026, buying an estimated $4.07M and bringing the position to 2,339,453 shares worth $62.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Geode Capital Management first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $77.2M in Q3 2024. 216 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Geode Capital Management held 2,339,453 shares of Baldwin Insurance Group worth $62.2M as of Q2 2026.
Geode Capital Management bought 188,420 Baldwin Insurance Group shares in Q2 2026, an estimated $4.07M.
Baldwin Insurance Group made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1513 holding.
Geode Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
Geode Capital Management's Baldwin Insurance Group position peaked at $77.2M in Q3 2024.
216 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.