HFS
BWIN

Hughes Financial Services’s Baldwin Insurance Group BWIN Stock Holding History

Hughes Financial Services’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 		$53 Buy
2
+1
+100% +$22 ﹤0.01% 1585
2026
Q1 		$22 Hold
1
– – ﹤0.01% 1604
2025
Q4 		$24 Buy
+1
New +$25 ﹤0.01% 1208

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

Hughes Financial Services's BWIN Position: Q2 2026 in Review

Hughes Financial Services increased its Baldwin Insurance Group (BWIN) stake by 100% in Q2 2026, buying an estimated $22 and bringing the position to 2 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Hughes Financial Services first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Hughes Financial Services held 2 shares of Baldwin Insurance Group worth $53 as of Q2 2026.
  • Hughes Financial Services bought 1 Baldwin Insurance Group share in Q2 2026, an estimated $22.
  • Baldwin Insurance Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1585 holding.
  • Hughes Financial Services first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.