LPL Financial
BWIN

LPL Financial’s Baldwin Insurance Group BWIN Stock Holding History

LPL Financial’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 		$603K Sell
22,693
-25,703
-53% -$556K ﹤0.01% 4858
2026
Q1 		$1.06M Sell
48,396
-18,052
-27% -$390K ﹤0.01% 4122
2025
Q4 		$1.6M Sell
66,448
-2,566
-4% -$65.3K ﹤0.01% 3602
2025
Q3 		$1.95M Sell
69,014
-9,894
-13% -$344K ﹤0.01% 3342
2025
Q2 		$3.38M Buy
78,908
+5,279
+7% +$214K ﹤0.01% 2628
2025
Q1 		$3.1M Buy
73,629
+6,583
+10% +$268K ﹤0.01% 2548
2024
Q4 		$2.73M Buy
67,046
+11,488
+21% +$536K ﹤0.01% 2586
2024
Q3 		$2.77M Buy
55,558
+6,732
+14% +$293K ﹤0.01% 2433
2024
Q2 		$1.73M Buy
48,826
+37,811
+343% +$1.17M ﹤0.01% 2735
2024
Q1 		$319K Buy
+11,015
New +$289K ﹤0.01% 4147
2023
Q1 		– Sell
-22,162
Closed -$557K – 4602
2022
Q4 		$557K Sell
22,162
-1,476
-6% -$40.7K ﹤0.01% 3156
2022
Q3 		$623K Sell
23,638
-326
-1% -$9.29K ﹤0.01% 2945
2022
Q2 		$579K Buy
23,964
+5,835
+32% +$142K ﹤0.01% 3080
2022
Q1 		$486K Sell
18,129
-967
-5% -$27.9K ﹤0.01% 3228
2021
Q4 		$690K Buy
19,096
+889
+5% +$32.9K ﹤0.01% 2992
2021
Q3 		$606K Buy
18,207
+422
+2% +$13.2K ﹤0.01% 3045
2021
Q2 		$474K Sell
17,785
-1,423
-7% -$38.6K ﹤0.01% 3208
2021
Q1 		$523K Sell
19,208
-44
-0.2% -$1.2K ﹤0.01% 2985
2020
Q4 		$577K Sell
19,252
-562
-3% -$16.3K ﹤0.01% 2627
2020
Q3 		$494K Buy
19,814
+342
+2% +$7.4K ﹤0.01% 2474
2020
Q2 		$336K Buy
+19,472
New +$235K ﹤0.01% 2750

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

LPL Financial's BWIN Position: Q2 2026 in Review

LPL Financial reduced its Baldwin Insurance Group (BWIN) stake by 53% in Q2 2026, selling an estimated $556K and leaving 22,693 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #4858.

LPL Financial first reported a position in BWIN in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.38M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • LPL Financial held 22,693 shares of Baldwin Insurance Group worth $603K as of Q2 2026.
  • LPL Financial sold 25,703 Baldwin Insurance Group shares in Q2 2026, an estimated $556K.
  • Baldwin Insurance Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4858 holding.
  • LPL Financial first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 21 quarters since.
  • LPL Financial's Baldwin Insurance Group position peaked at $3.38M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.