JFG
BWIN

Jefferies Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

Jefferies Financial Group’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 		– Sell
-48,258
Closed -$1.06M – 2112
2026
Q1 		$1.06M Buy
+48,258
New +$1.04M 0.01% 905
2025
Q3 		– Sell
-5,187
Closed -$222K – 1737
2025
Q2 		$222K Buy
+5,187
New +$210K ﹤0.01% 1101

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's BWIN Position: Q2 2026 in Review

Jefferies Financial Group sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 48,258 shares — an estimated $1.06M sold.

Jefferies Financial Group first reported a position in BWIN in Q2 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Jefferies Financial Group reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 48,258 Baldwin Insurance Group shares in Q2 2026, an estimated $1.06M.
  • Jefferies Financial Group first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Baldwin Insurance Group position peaked at $1.06M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.