Joel Greenblatt’s Baldwin Insurance Group BWIN Stock Holding History

Joel Greenblatt’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	-10,392	Closed	-$228K	–	1908
2026 Q1	$228K	Buy	+10,392	New	+$225K	﹤0.01%	1660

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

Joel Greenblatt's BWIN Position: Q2 2026 in Review

Joel Greenblatt sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 10,392 shares — an estimated $228K sold.

Joel Greenblatt first reported a position in BWIN in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 226 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Joel Greenblatt reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
Joel Greenblatt sold 10,392 Baldwin Insurance Group shares in Q2 2026, an estimated $228K.
Joel Greenblatt first reported a position in Baldwin Insurance Group in Q1 2026 and held it in 1 quarter.
Joel Greenblatt's Baldwin Insurance Group position peaked at $228K in Q1 2026.
226 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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