IE
BWIN

Israel Englander’s Baldwin Insurance Group BWIN Stock Holding History

Israel Englander’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 		$257K Buy
+9,662
New +$209K ﹤0.01% 5193
2026
Q1 		– Sell
-10,752
Closed -$258K – 6507
2025
Q4 		$258K Sell
10,752
-45,366
-81% -$1.16M ﹤0.01% 5342
2025
Q3 		$1.58M Sell
56,118
-47,788
-46% -$1.66M ﹤0.01% 4252
2025
Q2 		$4.45M Sell
103,906
-150,828
-59% -$6.12M ﹤0.01% 3115
2025
Q1 		$11.4M Buy
254,734
+200,754
+372% +$8.18M 0.01% 2055
2024
Q4 		$2.09M Buy
+53,980
New +$2.52M ﹤0.01% 3609
2024
Q3 		– Sell
-79,212
Closed -$2.81M – 6557
2024
Q2 		$2.81M Sell
79,212
-298,206
-79% -$9.23M ﹤0.01% 3226
2024
Q1 		$10.9M Buy
377,418
+226,709
+150% +$5.96M ﹤0.01% 2105
2023
Q4 		$3.62M Sell
150,709
-52,418
-26% -$1.11M ﹤0.01% 3077
2023
Q3 		$4.72M Sell
203,127
-146,155
-42% -$3.66M ﹤0.01% 2742
2023
Q2 		$8.66M Buy
349,282
+328,342
+1,568% +$7.77M ﹤0.01% 2157
2023
Q1 		$533K Buy
+20,940
New +$582K ﹤0.01% 4567
2022
Q4 		– Sell
-11,984
Closed -$316K – 7139
2022
Q3 		$316K Sell
11,984
-99,271
-89% -$2.83M ﹤0.01% 5320
2022
Q2 		$2.69M Sell
111,255
-277,666
-71% -$6.75M ﹤0.01% 3405
2022
Q1 		$10.4M Buy
388,921
+266,373
+217% +$7.67M 0.01% 2123
2021
Q4 		$4.42M Sell
122,548
-109,575
-47% -$4.05M ﹤0.01% 3025
2021
Q3 		$7.73M Buy
232,123
+58,414
+34% +$1.83M ﹤0.01% 2374
2021
Q2 		$4.63M Sell
173,709
-93,012
-35% -$2.52M ﹤0.01% 2865
2021
Q1 		$7.27M Sell
266,721
-402,236
-60% -$10.9M 0.01% 2149
2020
Q4 		$20M Buy
668,957
+624,199
+1,395% +$18.1M 0.01% 1068
2020
Q3 		$1.11K Sell
44,758
-118,884
-73% -$2.57M ﹤0.01% 3063
2020
Q2 		$2.83M Buy
+163,642
New +$1.98M ﹤0.01% 2274

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

Israel Englander's BWIN Position: Q2 2026 in Review

Israel Englander opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 9,662 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #5193 among its holdings. This is a return to the name: Israel Englander previously reported a position in BWIN as recently as Q4 2025.

Israel Englander first reported a position in BWIN in Q2 2020 and has held it in 22 quarters since. The position peaked at $20M in Q4 2020. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Israel Englander held 9,662 shares of Baldwin Insurance Group worth $257K as of Q2 2026.
  • Baldwin Insurance Group was a new Israel Englander position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #5193 holding.
  • Israel Englander first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 22 quarters since.
  • Israel Englander's Baldwin Insurance Group position peaked at $20M in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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