HighTower Advisors’s Baldwin Insurance Group BWIN Stock Holding History

HighTower 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	$1.36M	Sell	51,102 -41,975	-45%	-$908K	﹤0.01%	2050
2026 Q1	$2.04M	Buy	+93,077	New	+$2.01M	﹤0.01%	1702
2025 Q4	–	Sell	-20,666	Closed	-$583K	–	4028
2025 Q3	$583K	Sell	20,666 -15,870	-43%	-$551K	﹤0.01%	2490
2025 Q2	$1.56M	Sell	36,536 -5,073	-12%	-$206K	﹤0.01%	1708
2025 Q1	$1.86M	Buy	+41,609	New	+$1.69M	﹤0.01%	1563
2024 Q4	–	Sell	-4,007	Closed	-$202K	–	4096
2024 Q3	$202K	Buy	+4,007	New	+$174K	﹤0.01%	3122

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

HighTower Advisors's BWIN Position: Q2 2026 in Review

HighTower Advisors reduced its Baldwin Insurance Group (BWIN) stake by 45% in Q2 2026, selling an estimated $908K and leaving 51,102 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

HighTower Advisors first reported a position in BWIN in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

HighTower Advisors held 51,102 shares of Baldwin Insurance Group worth $1.36M as of Q2 2026.
HighTower Advisors sold 41,975 Baldwin Insurance Group shares in Q2 2026, an estimated $908K.
Baldwin Insurance Group made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2050 holding.
HighTower Advisors first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 6 quarters since.
HighTower Advisors's Baldwin Insurance Group position peaked at $2.04M in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.