KCM
BWIN

Kennedy Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Kennedy Capital Management’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 		$16.3M Sell
612,135
-30,581
-5% -$661K 0.29% 109
2026
Q1 		$14.1M Sell
642,716
-176,979
-22% -$3.83M 0.3% 114
2025
Q4 		$19.7M Buy
819,695
+221,457
+37% +$5.64M 0.42% 63
2025
Q3 		$16.9M Buy
598,238
+298,685
+100% +$10.4M 0.37% 73
2025
Q2 		$12.8M Sell
299,553
-15,656
-5% -$635K 0.31% 100
2025
Q1 		$14.1M Sell
315,209
-37,412
-11% -$1.52M 0.34% 81
2024
Q4 		$13.7M Sell
352,621
-74,653
-17% -$3.48M 0.3% 81
2024
Q3 		$21.3M Sell
427,274
-101,462
-19% -$4.41M 0.47% 26
2024
Q2 		$18.8M Sell
528,736
-26,436
-5% -$818K 0.4% 51
2024
Q1 		$16.1M Sell
555,172
-58,480
-10% -$1.54M 0.33% 76
2023
Q4 		$14.7M Buy
613,652
+182,244
+42% +$3.87M 0.32% 78
2023
Q3 		$10M Buy
431,408
+6,052
+1% +$151K 0.24% 134
2023
Q2 		$10.5M Buy
425,356
+155,299
+58% +$3.68M 0.25% 127
2023
Q1 		$6.88M Buy
270,057
+864
+0.3% +$24K 0.2% 178
2022
Q4 		$6.77M Sell
269,193
-52,468
-16% -$1.45M 0.19% 183
2022
Q3 		$8.48M Sell
321,661
-3,881
-1% -$111K 0.25% 126
2022
Q2 		$7.86M Sell
325,542
-1,639
-0.5% -$39.8K 0.22% 153
2022
Q1 		$8.78M Buy
327,181
+3,926
+1% +$113K 0.21% 170
2021
Q4 		$11.7M Sell
323,255
-16,935
-5% -$626K 0.25% 133
2021
Q3 		$11.3M Buy
340,190
+3,785
+1% +$119K 0.25% 118
2021
Q2 		$8.96M Buy
336,405
+22,026
+7% +$597K 0.19% 195
2021
Q1 		$8.57M Buy
314,379
+218,022
+226% +$5.93M 0.17% 214
2020
Q4 		$2.89M Sell
96,357
-1,040
-1% -$30.1K 0.07% 454
2020
Q3 		$2.43M Sell
97,397
-73,560
-43% -$1.59M 0.07% 462
2020
Q2 		$2.95M Sell
170,957
-15,599
-8% -$188K 0.09% 427
2020
Q1 		$1.97M Sell
186,556
-69,381
-27% -$1.06M 0.07% 463
2019
Q4 		$4.11M Buy
+255,937
New +$4.08M 0.1% 388

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 $3.37T AUM 44.26% 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

Kennedy Capital Management's BWIN Position: Q2 2026 in Review

Kennedy Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 4.8% in Q2 2026, selling an estimated $661K and leaving 612,135 shares worth $16.3M. The position accounts for 0.29% of the portfolio, ranked #109.

Kennedy Capital Management first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.3M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Kennedy Capital Management held 612,135 shares of Baldwin Insurance Group worth $16.3M as of Q2 2026.
  • Kennedy Capital Management sold 30,581 Baldwin Insurance Group shares in Q2 2026, an estimated $661K.
  • Baldwin Insurance Group made up 0.29% of Kennedy Capital Management's portfolio in Q2 2026, its #109 holding.
  • Kennedy Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Kennedy Capital Management's Baldwin Insurance Group position peaked at $21.3M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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