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
Q2 		$2.14M Buy
80,591
+10,489
+15% +$227K ﹤0.01% 2554
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 $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

Invesco's BWIN Position: Q2 2026 in Review

Invesco increased its Baldwin Insurance Group (BWIN) stake by 15% in Q2 2026, buying an estimated $227K and bringing the position to 80,591 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Invesco first reported a position in BWIN in Q3 2020 and has held it in 24 quarters since. The position peaked at $71.8M in Q4 2021. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Invesco held 80,591 shares of Baldwin Insurance Group worth $2.14M as of Q2 2026.
  • Invesco bought 10,489 Baldwin Insurance Group shares in Q2 2026, an estimated $227K.
  • Baldwin Insurance Group made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2554 holding.
  • Invesco first reported a position in Baldwin Insurance Group in Q3 2020 and has held it in 24 quarters since.
  • Invesco's Baldwin Insurance Group position peaked at $71.8M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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