Jones Financial Companies
BWIN

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
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
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

Jones Financial Companies's BWIN Position: Q1 2026 in Review

Jones Financial Companies increased its Baldwin Insurance Group (BWIN) stake by 1,226% in Q1 2026, buying an estimated $345K and bringing the position to 17,241 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Jones Financial Companies first reported a position in BWIN in Q2 2024 and has held it in 8 quarters since. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Jones Financial Companies held 17,241 shares of Baldwin Insurance Group worth $364K as of Q1 2026.
  • Jones Financial Companies bought 15,941 Baldwin Insurance Group shares in Q1 2026, an estimated $345K.
  • Baldwin Insurance Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2187 holding.
  • Jones Financial Companies first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 8 quarters since.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.