Group One Trading
BWIN

Group One Trading’s Baldwin Insurance Group BWIN Stock Holding History

Group One Trading’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
2025
Q4 		– Sell
-9,000
Closed -$254K – 9363
2025
Q3 		$254K Buy
9,000
+5,300
+143% +$184K ﹤0.01% 4410
2025
Q2 		$158K Buy
3,700
+3,200
+640% +$130K ﹤0.01% 4565
2025
Q1 		$22.3K Buy
+500
New +$20.4K ﹤0.01% 5745
2024
Q3 		– Sell
-10,400
Closed -$369K – 7496
2024
Q2 		$369K Buy
10,400
+10,200
+5,100% +$316K ﹤0.01% 2843
2024
Q1 		$5.79K Buy
+200
New +$5.25K ﹤0.01% 6122
2023
Q4 		– Sell
-1,500
Closed -$34.8K – 8319
2023
Q3 		$34.8K Sell
1,500
-8,500
-85% -$213K ﹤0.01% 5424
2023
Q2 		$248K Buy
+10,000
New +$237K ﹤0.01% 3719
2022
Q3 		– Sell
-100
Closed -$2K – 8374
2022
Q2 		$2K Hold
100
– – ﹤0.01% 7455
2022
Q1 		$3K Sell
100
-300
-75% -$8.64K ﹤0.01% 7665
2021
Q4 		$14K Sell
400
-5,100
-93% -$188K ﹤0.01% 7197
2021
Q3 		$183K Buy
5,500
+5,300
+2,650% +$166K ﹤0.01% 5266
2021
Q2 		$5K Buy
+200
New +$5.42K ﹤0.01% 7784

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

Group One Trading's BWIN Position: Q2 2026 in Review

Group One Trading opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 2,631 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #5130 among its holdings. This is a return to the name: Group One Trading previously reported a position in BWIN as recently as Q2 2025.

Group One Trading first reported a position in BWIN in Q4 2021 and has held it in 9 quarters since. The position peaked at $242K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Group One Trading held 2,631 shares of Baldwin Insurance Group worth $69.9K as of Q2 2026.
  • Baldwin Insurance Group was a new Group One Trading position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #5130 holding.
  • Group One Trading first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 9 quarters since.
  • Group One Trading's Baldwin Insurance Group position peaked at $242K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.