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
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 $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's BWIN Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 48,258 shares worth $1.06M. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BWIN as recently as Q2 2025.

Jefferies Financial Group first reported a position in BWIN in Q2 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Jefferies Financial Group held 48,258 shares of Baldwin Insurance Group worth $1.06M as of Q1 2026.
  • Baldwin Insurance Group was a new Jefferies Financial Group position in Q1 2026.
  • Baldwin Insurance Group made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #905 holding.
  • Jefferies Financial Group first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.