Holocene Advisors
BWIN

Holocene Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Holocene 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 		– Sell
-16,446
Closed -$361K – 1029
2026
Q1 		$361K Sell
16,446
-46,796
-74% -$1.01M ﹤0.01% 752
2025
Q4 		$1.52M Buy
63,242
+5,679
+10% +$145K ﹤0.01% 546
2025
Q3 		$1.62M Buy
57,563
+37,201
+183% +$1.29M ﹤0.01% 562
2025
Q2 		$872K Buy
20,362
+14,794
+266% +$600K ﹤0.01% 659
2025
Q1 		$249K Buy
+5,568
New +$227K ﹤0.01% 710

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

Holocene Advisors's BWIN Position: Q2 2026 in Review

Holocene Advisors sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 16,446 shares — an estimated $361K sold.

Holocene Advisors first reported a position in BWIN in Q1 2025 and held it in 5 quarters. The position peaked at $1.62M in Q3 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Holocene Advisors reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Holocene Advisors sold 16,446 Baldwin Insurance Group shares in Q2 2026, an estimated $361K.
  • Holocene Advisors first reported a position in Baldwin Insurance Group in Q1 2025 and held it in 5 quarters.
  • Holocene Advisors's Baldwin Insurance Group position peaked at $1.62M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.