Laird Norton Wetherby Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

Laird Norton Wetherby Trust Company’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	$1.99M	Buy	74,998 +83	+0.1%	+$1.79K	0.04%	342
2026 Q1	$1.64M	Sell	74,915 -23,076	-24%	-$499K	0.04%	356
2025 Q4	$2.35M	Buy	97,991 +19	+0%	+$484	0.05%	288
2025 Q3	$2.76M	Buy	97,972 +67,192	+218%	+$2.33M	0.47%	35
2025 Q2	$1.32M	Hold	30,780	–	–	0.18%	42
2025 Q1	$1.38M	Hold	30,780	–	–	0.22%	40
2024 Q4	$1.19M	Hold	30,780	–	–	0.16%	43
2024 Q3	$1.53M	Buy	+30,780	New	+$1.34M	0.2%	42
2024 Q1	–	Sell	-102,972	Closed	-$2.47M	–	94
2023 Q4	$2.47M	Buy	+102,972	New	+$2.19M	0.29%	41

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

Laird Norton Wetherby Trust Company's BWIN Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Baldwin Insurance Group (BWIN) stake by 0.11% in Q2 2026, buying an estimated $1.79K and bringing the position to 74,998 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #342.

Laird Norton Wetherby Trust Company first reported a position in BWIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.76M in Q3 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Laird Norton Wetherby Trust Company held 74,998 shares of Baldwin Insurance Group worth $1.99M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 83 Baldwin Insurance Group shares in Q2 2026, an estimated $1.79K.
Baldwin Insurance Group made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #342 holding.
Laird Norton Wetherby Trust Company first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 9 quarters since.
Laird Norton Wetherby Trust Company's Baldwin Insurance Group position peaked at $2.76M in Q3 2025.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.