Mercer Global Advisors
BWIN

Mercer Global Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Mercer Global Advisors’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 		$114K Buy
+4,304
New +$93.1K ﹤0.01% 3728

Other funds holding BWIN

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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Mercer Global Advisors's BWIN Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 4,304 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #3728 among its holdings.

216 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Mercer Global Advisors held 4,304 shares of Baldwin Insurance Group worth $114K as of Q2 2026.
  • Baldwin Insurance Group was a new Mercer Global Advisors position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3728 holding.
  • 216 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.