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
2026 Q2	$2.66K	Buy	+100	New	+$2.16K	﹤0.01%	6957
2025 Q2	–	Sell	-600	Closed	-$26.8K	–	8792
2025 Q1	$26.8K	Sell	600 -13,000	-96%	-$529K	﹤0.01%	5618
2024 Q4	$527K	Sell	13,600 -3,300	-20%	-$154K	﹤0.01%	3131
2024 Q3	$842K	Buy	+16,900	New	+$735K	﹤0.01%	2447
2024 Q2	–	Sell	-800	Closed	-$23.2K	–	7619
2024 Q1	$23.2K	Buy	+800	New	+$21K	﹤0.01%	5316
2023 Q3	–	Sell	-1,000	Closed	-$24.8K	–	8423
2023 Q2	$24.8K	Buy	+1,000	New	+$23.7K	﹤0.01%	5828

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

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.