MassMutual Private Wealth & Trust’s Baldwin Insurance Group BWIN Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-41	Closed	-$900	–	2509
2026 Q1	$900	Buy	41 +7	+21%	+$151	﹤0.01%	2157
2025 Q4	$817	Buy	+34	New	+$866	﹤0.01%	2177
2023 Q4	–	Sell	-39	Closed	-$906	–	2115
2023 Q3	$906	Hold	39	–	–	﹤0.01%	1718
2023 Q2	$966	Buy	+39	New	+$923	﹤0.01%	1661

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

MassMutual Private Wealth & Trust's BWIN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 41 shares — an estimated $900 sold.

MassMutual Private Wealth & Trust first reported a position in BWIN in Q2 2023 and held it in 4 quarters. The position peaked at $966 in Q2 2023. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 41 Baldwin Insurance Group shares in Q2 2026, an estimated $900.
MassMutual Private Wealth & Trust first reported a position in Baldwin Insurance Group in Q2 2023 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Baldwin Insurance Group position peaked at $966 in Q2 2023.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.