Harbor Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Harbor Capital Advisors’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	$726K	Sell	27,325 -2,126	-7%	-$46K	0.05%	443
2026 Q1	$646K	Buy	29,451 +5,883	+25%	+$127K	0.05%	429
2025 Q4	$566K	Sell	23,568 -26,828	-53%	-$683K	0.04%	450
2025 Q3	$1.42M	Sell	50,396 -61,369	-55%	-$2.13M	0.11%	252
2025 Q2	$4.79M	Buy	111,765 +13,987	+14%	+$567K	0.2%	164
2025 Q1	$4.37M	Buy	97,778 +46,171	+89%	+$1.88M	0.2%	165
2024 Q4	$2M	Buy	51,607 +737	+1%	+$34.4K	0.09%	285
2024 Q3	$2.53M	Buy	+50,870	New	+$2.21M	0.11%	253

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

Harbor Capital Advisors's BWIN Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Baldwin Insurance Group (BWIN) stake by 7.2% in Q2 2026, selling an estimated $46K and leaving 27,325 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #443.

Harbor Capital Advisors first reported a position in BWIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.79M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Harbor Capital Advisors held 27,325 shares of Baldwin Insurance Group worth $726K as of Q2 2026.
Harbor Capital Advisors sold 2,126 Baldwin Insurance Group shares in Q2 2026, an estimated $46K.
Baldwin Insurance Group made up 0.05% of Harbor Capital Advisors's portfolio in Q2 2026, its #443 holding.
Harbor Capital Advisors first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 8 quarters since.
Harbor Capital Advisors's Baldwin Insurance Group position peaked at $4.79M in Q2 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.