Gillson Capital’s Baldwin Insurance Group BWIN Stock Holding History

Gillson Capital’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	$4.6M	Buy	+172,991	New	+$3.74M	0.27%	69
2022 Q3	–	Sell	-17,149	Closed	-$414K	–	192
2022 Q2	$414K	Buy	+17,149	New	+$417K	0.04%	167
2021 Q1	–	Sell	-91,277	Closed	-$2.74M	–	234
2020 Q4	$2.74M	Buy	+91,277	New	+$2.64M	0.3%	79
2020 Q3	–	Sell	-23,124	Closed	-$399K	–	97
2020 Q2	$399K	Buy	+23,124	New	+$279K	0.07%	63
2020 Q1	–	Sell	-86,888	Closed	-$1.4M	–	83
2019 Q4	$1.4M	Buy	+86,888	New	+$1.39M	0.12%	72

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

Gillson Capital's BWIN Position: Q2 2026 in Review

Gillson Capital opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 172,991 shares worth $4.6M. The stake represents 0.27% of the portfolio and ranks #69 among its holdings. This is a return to the name: Gillson Capital previously reported a position in BWIN as recently as Q2 2022.

Gillson Capital first reported a position in BWIN in Q4 2019 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Gillson Capital held 172,991 shares of Baldwin Insurance Group worth $4.6M as of Q2 2026.
Baldwin Insurance Group was a new Gillson Capital position in Q2 2026.
Baldwin Insurance Group made up 0.27% of Gillson Capital's portfolio in Q2 2026, its #69 holding.
Gillson Capital first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.