MAI Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

MAI Capital Management’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	$5.89M	Sell	221,435 -22	-0%	-$476	0.02%	441
2026 Q1	$4.86M	Buy	221,457 +42,591	+24%	+$921K	0.03%	415
2025 Q4	$4.3M	Buy	178,866 +34	+0%	+$866	0.02%	431
2025 Q3	$5.04M	Buy	178,832 +3,250	+2%	+$113K	0.03%	366
2025 Q2	$7.52M	Hold	175,582	–	–	0.05%	279
2025 Q1	$7.85M	Sell	175,582 -4,079	-2%	-$166K	0.06%	261
2024 Q4	$6.96M	Buy	179,661 +51,971	+41%	+$2.42M	0.05%	282
2024 Q3	$6.36M	Sell	127,690 -10,500	-8%	-$457K	0.06%	224
2024 Q2	$4.9M	Hold	138,190	–	–	0.05%	262
2024 Q1	$4M	Buy	138,190 +84,380	+157%	+$2.22M	0.04%	283
2023 Q4	$1.29M	Buy	53,810 +5,397	+11%	+$115K	0.02%	410
2023 Q3	$1.12M	Sell	48,413 -200	-0.4%	-$5K	0.02%	409
2023 Q2	$1.2M	Hold	48,613	–	–	0.02%	397
2023 Q1	$1.24M	Buy	48,613 +3,628	+8%	+$101K	0.02%	383
2022 Q4	$1.13M	Hold	44,985	–	–	0.02%	381
2022 Q3	$1.19M	Buy	44,985 +1,000	+2%	+$28.5K	0.02%	342
2022 Q2	$1.06M	Buy	43,985 +200	+0.5%	+$4.86K	0.02%	362
2022 Q1	$1.18M	Hold	43,785	–	–	0.02%	362
2021 Q4	$1.58M	Sell	43,785 -1,761	-4%	-$65.1K	0.03%	327
2021 Q3	$1.52M	Hold	45,546	–	–	0.03%	288
2021 Q2	$1.21M	Hold	45,546	–	–	0.02%	324
2021 Q1	$1.24M	Buy	45,546 +1,800	+4%	+$48.9K	0.03%	301
2020 Q4	$1.31M	Sell	43,746 -470	-1%	-$13.6K	0.03%	273
2020 Q3	$1.1M	Buy	44,216 +940	+2%	+$20.3K	0.03%	266
2020 Q2	$747K	Buy	43,276 +2,042	+5%	+$24.6K	0.02%	338
2020 Q1	$435K	Buy	41,234 +5,392	+15%	+$82K	0.02%	385
2019 Q4	$575K	Buy	+35,842	New	+$572K	0.02%	379

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

MAI Capital Management's BWIN Position: Q2 2026 in Review

MAI Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 0.01% in Q2 2026, selling an estimated $476 and leaving 221,435 shares worth $5.89M. The position accounts for 0.02% of the portfolio, ranked #441.

MAI Capital Management first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.85M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

MAI Capital Management held 221,435 shares of Baldwin Insurance Group worth $5.89M as of Q2 2026.
MAI Capital Management sold 22 Baldwin Insurance Group shares in Q2 2026, an estimated $476.
Baldwin Insurance Group made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #441 holding.
MAI Capital Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
MAI Capital Management's Baldwin Insurance Group position peaked at $7.85M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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