HB Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

HB Wealth 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	$2.74M	Buy	103,226 +28,775	+39%	+$622K	0.02%	392
2026 Q1	$1.63M	Buy	74,451 +703	+1%	+$15.2K	0.01%	492
2025 Q4	$1.77M	Sell	73,748 -18,999	-20%	-$484K	0.01%	434
2025 Q3	$2.62M	Buy	92,747 +8,633	+10%	+$300K	0.02%	365
2025 Q2	$3.6M	Sell	84,114 -41	-0%	-$1.66K	0.03%	270
2025 Q1	$3.76M	Buy	84,155 +20,488	+32%	+$834K	0.03%	271
2024 Q4	$2.47M	Hold	63,667	–	–	0.03%	247
2024 Q3	$3.17M	Hold	63,667	–	–	0.03%	217
2024 Q2	$2.26M	Hold	63,667	–	–	0.03%	246
2024 Q1	$1.84M	Buy	63,667 +19,204	+43%	+$505K	0.02%	262
2023 Q4	$1.07M	Buy	44,463 +10	+0%	+$213	0.02%	308
2023 Q3	$1.03M	Hold	44,453	–	–	0.02%	292
2023 Q2	$1.1M	Buy	44,453 +25	+0.1%	+$592	0.02%	280
2023 Q1	$1.13M	Buy	44,428 +19,184	+76%	+$533K	0.02%	270
2022 Q4	$635K	Buy	25,244 +20	+0.1%	+$551	0.01%	349
2022 Q3	$665K	Hold	25,224	–	–	0.01%	308
2022 Q2	$609K	Buy	25,224 +5,000	+25%	+$122K	0.01%	313
2022 Q1	$543K	Buy	+20,224	New	+$583K	0.01%	338

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

HB Wealth Management's BWIN Position: Q2 2026 in Review

HB Wealth Management increased its Baldwin Insurance Group (BWIN) stake by 39% in Q2 2026, buying an estimated $622K and bringing the position to 103,226 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #392.

HB Wealth Management first reported a position in BWIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.76M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

HB Wealth Management held 103,226 shares of Baldwin Insurance Group worth $2.74M as of Q2 2026.
HB Wealth Management bought 28,775 Baldwin Insurance Group shares in Q2 2026, an estimated $622K.
Baldwin Insurance Group made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #392 holding.
HB Wealth Management first reported a position in Baldwin Insurance Group in Q1 2022 and has held it in 18 quarters since.
HB Wealth Management's Baldwin Insurance Group position peaked at $3.76M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.