INTECH Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

INTECH Investment 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	$457K	Sell	17,177 -1,590	-8%	-$34.4K	﹤0.01%	1386
2026 Q1	$412K	Sell	18,767 -7,304	-28%	-$158K	﹤0.01%	1433
2025 Q4	$626K	Sell	26,071 -2,975	-10%	-$75.8K	0.01%	1383
2025 Q3	$819K	Buy	29,046 +1,436	+5%	+$49.9K	0.01%	1295
2025 Q2	$1.18M	Sell	27,610 -714	-3%	-$29K	0.01%	1102
2025 Q1	$1.27M	Sell	28,324 -96	-0.3%	-$3.91K	0.01%	1051
2024 Q4	$1.1M	Buy	28,420 +12,817	+82%	+$598K	0.01%	1069
2024 Q3	$777K	Buy	+15,603	New	+$678K	0.01%	960

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

INTECH Investment Management's BWIN Position: Q2 2026 in Review

INTECH Investment Management reduced its Baldwin Insurance Group (BWIN) stake by 8.5% in Q2 2026, selling an estimated $34.4K and leaving 17,177 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

INTECH Investment Management first reported a position in BWIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

INTECH Investment Management held 17,177 shares of Baldwin Insurance Group worth $457K as of Q2 2026.
INTECH Investment Management sold 1,590 Baldwin Insurance Group shares in Q2 2026, an estimated $34.4K.
Baldwin Insurance Group made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1386 holding.
INTECH Investment Management first reported a position in Baldwin Insurance Group in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Baldwin Insurance Group position peaked at $1.27M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.