LIP
BWIN

Lighthouse Investment Partners’s Baldwin Insurance Group BWIN Stock Holding History

Lighthouse Investment Partners’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 		$4.57M Buy
+171,922
New +$3.72M 0.12% 226
2026
Q1 		– Sell
-176,047
Closed -$4.23M – 1122
2025
Q4 		$4.23M Buy
176,047
+68,259
+63% +$1.74M 0.13% 221
2025
Q3 		$3.04M Buy
+107,788
New +$3.74M 0.09% 277
2025
Q2 		– Sell
-70,140
Closed -$3.13M – 715
2025
Q1 		$3.13M Buy
+70,140
New +$2.86M 0.13% 200
2024
Q3 		– Sell
-68,714
Closed -$2.44M – 584
2024
Q2 		$2.44M Buy
68,714
+35,539
+107% +$1.1M 0.1% 207
2024
Q1 		$960K Buy
+33,175
New +$872K 0.04% 291

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

Lighthouse Investment Partners's BWIN Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 171,922 shares worth $4.57M. The stake represents 0.12% of the portfolio and ranks #226 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in BWIN as recently as Q4 2025.

Lighthouse Investment Partners first reported a position in BWIN in Q1 2024 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Lighthouse Investment Partners held 171,922 shares of Baldwin Insurance Group worth $4.57M as of Q2 2026.
  • Baldwin Insurance Group was a new Lighthouse Investment Partners position in Q2 2026.
  • Baldwin Insurance Group made up 0.12% of Lighthouse Investment Partners's portfolio in Q2 2026, its #226 holding.
  • Lighthouse Investment Partners first reported a position in Baldwin Insurance Group in Q1 2024 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.