Jeff Yass’s Baldwin Insurance Group BWIN Stock Holding History

Jeff Yass’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	$1.04M	Buy	39,293 +703	+2%	+$15.2K	﹤0.01%	8093
2026 Q1	$847K	Buy	38,590 +27,333	+243%	+$591K	﹤0.01%	8321
2025 Q4	$271K	Buy	+11,257	New	+$287K	﹤0.01%	10200
2025 Q3	–	Sell	-87,856	Closed	-$3.05M	–	14152
2025 Q2	$3.76M	Buy	87,856 +1,565	+2%	+$63.5K	﹤0.01%	4519
2025 Q1	$3.86M	Buy	86,291 +57,410	+199%	+$2.34M	﹤0.01%	4147
2024 Q4	$1.12M	Buy	28,881 +17,180	+147%	+$801K	﹤0.01%	6663
2024 Q3	$583K	Buy	+11,701	New	+$509K	﹤0.01%	8101
2024 Q2	–	Sell	-14,106	Closed	-$436K	–	13414
2024 Q1	$408K	Sell	14,106 -5,419	-28%	-$142K	﹤0.01%	8989
2023 Q4	$469K	Buy	+19,525	New	+$415K	﹤0.01%	8833
2023 Q3	–	Sell	-17,710	Closed	-$443K	–	13166
2023 Q2	$439K	Sell	17,710 -8,318	-32%	-$197K	﹤0.01%	8604
2023 Q1	$663K	Buy	+26,028	New	+$723K	﹤0.01%	7868
2022 Q4	–	Sell	-18,570	Closed	-$489K	–	13884
2022 Q3	$489K	Sell	18,570 -31,255	-63%	-$890K	﹤0.01%	8554
2022 Q2	$1.2M	Buy	49,825 +16,764	+51%	+$408K	﹤0.01%	6076
2022 Q1	$887K	Buy	33,061 +5,455	+20%	+$157K	﹤0.01%	7430
2021 Q4	$997K	Buy	27,606 +18,140	+192%	+$670K	﹤0.01%	7306
2021 Q3	$315K	Sell	9,466 -1,699	-15%	-$53.2K	﹤0.01%	10497
2021 Q2	$298K	Buy	+11,165	New	+$303K	﹤0.01%	10786
2021 Q1	–	Sell	-11,617	Closed	-$348K	–	12939
2020 Q4	$348K	Buy	11,617 +1,599	+16%	+$46.3K	﹤0.01%	8979
2020 Q3	$250K	Sell	10,018 -60,713	-86%	-$1.31M	﹤0.01%	9071
2020 Q2	$1.22M	Buy	+70,731	New	+$854K	﹤0.01%	5458

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

Jeff Yass's BWIN Position: Q2 2026 in Review

Jeff Yass increased its Baldwin Insurance Group (BWIN) stake by 1.8% in Q2 2026, buying an estimated $15.2K and bringing the position to 39,293 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #8093.

Jeff Yass first reported a position in BWIN in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.86M in Q1 2025. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Jeff Yass held 39,293 shares of Baldwin Insurance Group worth $1.04M as of Q2 2026.
Jeff Yass bought 703 Baldwin Insurance Group shares in Q2 2026, an estimated $15.2K.
Baldwin Insurance Group made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8093 holding.
Jeff Yass first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 20 quarters since.
Jeff Yass's Baldwin Insurance Group position peaked at $3.86M in Q1 2025.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.