Invesco
BWIN

Invesco’s Baldwin Insurance Group BWIN Stock Holding History

Invesco’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
Q1 		$1.54M Buy
70,102
+8,690
+14% +$188K ﹤0.01% 2669
2025
Q4 		$1.48M Sell
61,412
-441,427
-88% -$11.2M ﹤0.01% 2744
2025
Q3 		$14.2M Buy
502,839
+16,489
+3% +$573K ﹤0.01% 1622
2025
Q2 		$20.8M Sell
486,350
-70,425
-13% -$2.86M ﹤0.01% 1415
2025
Q1 		$24.9M Buy
556,775
+494,508
+794% +$20.1M ﹤0.01% 1328
2024
Q4 		$2.41M Sell
62,267
-83,196
-57% -$3.88M ﹤0.01% 2543
2024
Q3 		$7.24M Buy
145,463
+96,330
+196% +$4.19M ﹤0.01% 2008
2024
Q2 		$1.74M Buy
49,133
+1,482
+3% +$45.9K ﹤0.01% 2643
2024
Q1 		$1.38M Sell
47,651
-25,406
-35% -$667K ﹤0.01% 2846
2023
Q4 		$1.75M Sell
73,057
-2,039,705
-97% -$43.3M ﹤0.01% 2666
2023
Q3 		$49.1M Buy
2,112,762
+53,895
+3% +$1.35M 0.01% 966
2023
Q2 		$51M Sell
2,058,867
-19,033
-0.9% -$451K 0.01% 944
2023
Q1 		$52.9M Buy
2,077,900
+21,307
+1% +$592K 0.01% 934
2022
Q4 		$51.7M Sell
2,056,593
-47,976
-2% -$1.32M 0.02% 922
2022
Q3 		$55.5M Buy
2,104,569
+80,508
+4% +$2.29M 0.02% 871
2022
Q2 		$48.9M Buy
2,024,061
+48,584
+2% +$1.18M 0.01% 927
2022
Q1 		$53M Sell
1,975,477
-12,199
-0.6% -$351K 0.01% 984
2021
Q4 		$71.8M Buy
1,987,676
+35,081
+2% +$1.3M 0.02% 909
2021
Q3 		$65M Buy
1,952,595
+1,934,628
+10,768% +$60.6M 0.02% 949
2021
Q2 		$479K Buy
17,967
+4,525
+34% +$123K ﹤0.01% 3439
2021
Q1 		$366K Buy
13,442
+4,865
+57% +$132K ﹤0.01% 3468
2020
Q4 		$257K Sell
8,577
-38,784
-82% -$1.12M ﹤0.01% 3471
2020
Q3 		$1.18M Buy
+47,361
New +$1.03M ﹤0.01% 2730

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco's BWIN Position: Q1 2026 in Review

Invesco increased its Baldwin Insurance Group (BWIN) stake by 14% in Q1 2026, buying an estimated $188K and bringing the position to 70,102 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Invesco first reported a position in BWIN in Q3 2020 and has held it in 23 quarters since. The position peaked at $71.8M in Q4 2021. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Invesco held 70,102 shares of Baldwin Insurance Group worth $1.54M as of Q1 2026.
  • Invesco bought 8,690 Baldwin Insurance Group shares in Q1 2026, an estimated $188K.
  • Baldwin Insurance Group made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2669 holding.
  • Invesco first reported a position in Baldwin Insurance Group in Q3 2020 and has held it in 23 quarters since.
  • Invesco's Baldwin Insurance Group position peaked at $71.8M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.