LC
BWIN

Lavaca Capital’s Baldwin Insurance Group BWIN Stock Holding History

Lavaca Capital’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 		$101K Buy
+3,800
New +$82.2K 0.01% 152

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

Lavaca Capital's BWIN Position: Q2 2026 in Review

Lavaca Capital opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 3,800 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings.

227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Lavaca Capital held 3,800 shares of Baldwin Insurance Group worth $101K as of Q2 2026.
  • Baldwin Insurance Group was a new Lavaca Capital position in Q2 2026.
  • Baldwin Insurance Group made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #152 holding.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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