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	$548K	Buy	+20,600	New	+$445K	﹤0.01%	9700
2026 Q1	–	Sell	-24,300	Closed	-$584K	–	14321
2025 Q4	$584K	Sell	24,300 -16,300	-40%	-$415K	﹤0.01%	8429
2025 Q3	$1.15M	Sell	40,600 -6,200	-13%	-$215K	﹤0.01%	7025
2025 Q2	$2M	Buy	+46,800	New	+$1.9M	﹤0.01%	5773
2025 Q1	–	Sell	-8,300	Closed	-$322K	–	13642
2024 Q4	$322K	Sell	8,300 -7,200	-46%	-$336K	﹤0.01%	9683
2024 Q3	$772K	Buy	15,500 +3,000	+24%	+$130K	﹤0.01%	7420
2024 Q2	$443K	Buy	12,500 +4,900	+64%	+$152K	﹤0.01%	8555
2024 Q1	$220K	Sell	7,600 -11,300	-60%	-$297K	﹤0.01%	10405
2023 Q4	$454K	Sell	18,900 -5,100	-21%	-$108K	﹤0.01%	8918
2023 Q3	$558K	Buy	+24,000	New	+$600K	﹤0.01%	7987
2022 Q4	–	Sell	-29,600	Closed	-$780K	–	13883
2022 Q3	$780K	Buy	+29,600	New	+$843K	﹤0.01%	7302
2021 Q4	–	Sell	-31,900	Closed	-$1.06M	–	14049
2021 Q3	$1.06M	Buy	+31,900	New	+$999K	﹤0.01%	7402

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.