IPS
BWIN

Investors Portfolio Services’s Baldwin Insurance Group BWIN Stock Holding History

Investors Portfolio 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 		$1.54K Hold
58
– – ﹤0.01% 297
2026
Q1 		$1.15K Buy
+58
New +$1.25K ﹤0.01% 341

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

Investors Portfolio Services's BWIN Position: Q2 2026 in Review

Investors Portfolio Services held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 58 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Investors Portfolio Services first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Investors Portfolio Services held 58 shares of Baldwin Insurance Group worth $1.54K as of Q2 2026.
  • Investors Portfolio Services left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #297 holding.
  • Investors Portfolio Services first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.