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 Q2	$445K	Buy	+16,750	New	+$362K	﹤0.01%	2570
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 $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 $3.38T AUM 44.17% 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

Marshall Wace's BWIN Position: Q2 2026 in Review

Marshall Wace opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 16,750 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BWIN as recently as Q4 2025.

Marshall Wace first reported a position in BWIN in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.21M in Q2 2020. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Marshall Wace held 16,750 shares of Baldwin Insurance Group worth $445K as of Q2 2026.
Baldwin Insurance Group was a new Marshall Wace position in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2570 holding.
Marshall Wace first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 6 quarters since.
Marshall Wace's Baldwin Insurance Group position peaked at $3.21M in Q2 2020.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.