Legal & General Group
BWIN

Legal & General Group’s Baldwin Insurance Group BWIN Stock Holding History

Legal & General 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
Q1 		$1.25M Sell
56,750
-15,218
-21% -$329K ﹤0.01% 2071
2025
Q4 		$1.73M Sell
71,968
-197
-0.3% -$5.02K ﹤0.01% 2030
2025
Q3 		$2.04M Sell
72,165
-6,314
-8% -$219K ﹤0.01% 1974
2025
Q2 		$3.36M Buy
78,479
+5,075
+7% +$206K ﹤0.01% 1738
2025
Q1 		$3.28M Buy
73,404
+1,311
+2% +$53.4K ﹤0.01% 1721
2024
Q4 		$2.79M Buy
72,093
+3,444
+5% +$161K ﹤0.01% 1841
2024
Q3 		$3.42M Buy
68,649
+2,539
+4% +$110K ﹤0.01% 1754
2024
Q2 		$2.34M Buy
66,110
+1,824
+3% +$56.4K ﹤0.01% 1869
2024
Q1 		$1.86M Buy
64,286
+573
+0.9% +$15.1K ﹤0.01% 1973
2023
Q4 		$1.53M Buy
63,713
+774
+1% +$16.4K ﹤0.01% 2068
2023
Q3 		$1.46M Buy
62,939
+4,103
+7% +$103K ﹤0.01% 2036
2023
Q2 		$1.46M Buy
58,836
+28,119
+92% +$666K ﹤0.01% 2064
2023
Q1 		$782K Buy
30,717
+7,119
+30% +$198K ﹤0.01% 2208
2022
Q4 		$593K Buy
23,598
+912
+4% +$25.1K ﹤0.01% 2293
2022
Q3 		$598K Buy
22,686
+1,781
+9% +$50.7K ﹤0.01% 2300
2022
Q2 		$505K Buy
20,905
+1,205
+6% +$29.3K ﹤0.01% 2339
2022
Q1 		$528K Buy
19,700
+550
+3% +$15.8K ﹤0.01% 2382
2021
Q4 		$692K Buy
19,150
+868
+5% +$32.1K ﹤0.01% 2327
2021
Q3 		$609K Buy
18,282
+10,827
+145% +$339K ﹤0.01% 2371
2021
Q2 		$199K Buy
7,455
+666
+10% +$18.1K ﹤0.01% 2538
2021
Q1 		$185K Buy
6,789
+447
+7% +$12.2K ﹤0.01% 2471
2020
Q4 		$190K Buy
6,342
+2,256
+55% +$65.3K ﹤0.01% 2438
2020
Q3 		$102K Buy
4,086
+846
+26% +$18.3K ﹤0.01% 2486
2020
Q2 		$56K Buy
3,240
+812
+33% +$9.8K ﹤0.01% 2699
2020
Q1 		$25K Sell
2,428
-181
-7% -$2.75K ﹤0.01% 2838
2019
Q4 		$42K Buy
+2,609
New +$41.6K ﹤0.01% 2882

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

Legal & General Group's BWIN Position: Q1 2026 in Review

Legal & General Group reduced its Baldwin Insurance Group (BWIN) stake by 21% in Q1 2026, selling an estimated $329K and leaving 56,750 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Legal & General Group first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.42M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Legal & General Group held 56,750 shares of Baldwin Insurance Group worth $1.25M as of Q1 2026.
  • Legal & General Group sold 15,218 Baldwin Insurance Group shares in Q1 2026, an estimated $329K.
  • Baldwin Insurance Group made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2071 holding.
  • Legal & General Group first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • Legal & General Group's Baldwin Insurance Group position peaked at $3.42M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.