Marshall Wace’s Baldwin Insurance Group BWIN Stock Holding History

Marshall Wace’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	–	Sell	-87,008	Closed	-$2.09M	–	3756
2025 Q4	$2.09M	Buy	+87,008	New	+$2.22M	﹤0.01%	1557
2022 Q3	–	Sell	-116,505	Closed	-$2.81M	–	3879
2022 Q2	$2.81M	Buy	116,505 +64,821	+125%	+$1.58M	0.01%	1762
2022 Q1	$1.39M	Buy	+51,684	New	+$1.49M	﹤0.01%	2291
2020 Q4	–	Sell	-19,628	Closed	-$489K	–	2245
2020 Q3	$489K	Sell	19,628 -166,209	-89%	-$3.6M	﹤0.01%	1254
2020 Q2	$3.21M	Buy	+185,837	New	+$2.24M	0.02%	613

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's BWIN Position: Q1 2026 in Review

Marshall Wace sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 87,008 shares — an estimated $2.09M sold.

Marshall Wace first reported a position in BWIN in Q2 2020 and held it in 5 quarters. The position peaked at $3.21M in Q2 2020. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Marshall Wace reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 87,008 Baldwin Insurance Group shares in Q1 2026, an estimated $2.09M.
Marshall Wace first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 5 quarters.
Marshall Wace's Baldwin Insurance Group position peaked at $3.21M in Q2 2020.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.