Jones Financial Companies’s Baldwin Insurance Group BWIN Stock Holding History

Jones Financial Companies’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	$342K	Sell	13,045 -4,196	-24%	-$90.7K	﹤0.01%	2371
2026 Q1	$364K	Buy	17,241 +15,941	+1,226%	+$345K	﹤0.01%	2187
2025 Q4	$31.2K	Hold	1,300	–	–	﹤0.01%	2742
2025 Q3	$37.2K	Hold	1,300	–	–	﹤0.01%	2506
2025 Q2	$55.5K	Sell	1,300 -95	-7%	-$3.85K	﹤0.01%	2185
2025 Q1	$62.9K	Buy	1,395 +300	+27%	+$12.2K	﹤0.01%	1972
2024 Q4	$42.4K	Hold	1,095	–	–	﹤0.01%	1938
2024 Q3	$55K	Buy	1,095 +1,000	+1,053%	+$43.5K	﹤0.01%	1604
2024 Q2	$3.37K	Buy	+95	New	+$2.94K	﹤0.01%	2039

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BWIN Position: Q2 2026 in Review

Jones Financial Companies reduced its Baldwin Insurance Group (BWIN) stake by 24% in Q2 2026, selling an estimated $90.7K and leaving 13,045 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Jones Financial Companies first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $364K in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Jones Financial Companies held 13,045 shares of Baldwin Insurance Group worth $342K as of Q2 2026.
Jones Financial Companies sold 4,196 Baldwin Insurance Group shares in Q2 2026, an estimated $90.7K.
Baldwin Insurance Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2371 holding.
Jones Financial Companies first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's Baldwin Insurance Group position peaked at $364K in Q1 2026.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.