Lido Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Lido Advisors’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	$267K	Buy	10,033 +6	+0.1%	+$130	﹤0.01%	1803
2026 Q1	$220K	Sell	10,027 -71	-0.7%	-$1.53K	﹤0.01%	1734
2025 Q4	$285K	Hold	10,098	–	–	﹤0.01%	1592
2025 Q3	$285K	Buy	10,098 +2	+0%	+$69	﹤0.01%	1513
2025 Q2	$432K	Hold	10,096	–	–	﹤0.01%	1162
2025 Q1	$451K	Buy	10,096 +51	+0.5%	+$2.08K	﹤0.01%	1057
2024 Q4	$389K	Buy	10,045 +45	+0.5%	+$2.1K	﹤0.01%	1091
2024 Q3	$498K	Hold	10,000	–	–	﹤0.01%	965
2024 Q2	$355K	Buy	+10,000	New	+$309K	﹤0.01%	1042

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

Lido Advisors's BWIN Position: Q2 2026 in Review

Lido Advisors increased its Baldwin Insurance Group (BWIN) stake by 0.06% in Q2 2026, buying an estimated $130 and bringing the position to 10,033 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Lido Advisors first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $498K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Lido Advisors held 10,033 shares of Baldwin Insurance Group worth $267K as of Q2 2026.
Lido Advisors bought 6 Baldwin Insurance Group shares in Q2 2026, an estimated $130.
Baldwin Insurance Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1803 holding.
Lido Advisors first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
Lido Advisors's Baldwin Insurance Group position peaked at $498K in Q3 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.