Kilter Group’s Baldwin Insurance Group BWIN Stock Holding History

Kilter 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 Q2	$851	Hold	32	–	–	﹤0.01%	1302
2026 Q1	$703	Buy	+32	New	+$692	﹤0.01%	1301

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

Kilter Group's BWIN Position: Q2 2026 in Review

Kilter Group held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 32 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Kilter Group first reported a position in BWIN in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Kilter Group held 32 shares of Baldwin Insurance Group worth $851 as of Q2 2026.
Kilter Group left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1302 holding.
Kilter Group first reported a position in Baldwin Insurance Group in Q1 2026 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.