MetLife Investment Management
BWIN icon

MetLife Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

MetLife Investment 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 		$18.4M Sell
692,797
-244,896
-26% -$5.3M 0.08% 206
2026
Q1 		$20.6M Buy
937,693
+318,401
+51% +$6.89M 0.1% 160
2025
Q4 		$14.9M Buy
619,292
+577,345
+1,376% +$14.7M 0.07% 253
2025
Q3 		$1.18M Hold
41,947
– – 0.01% 1346
2025
Q2 		$1.8M Buy
41,947
+2,417
+6% +$98.1K 0.01% 1044
2025
Q1 		$1.77M Sell
39,530
-647
-2% -$26.4K 0.01% 1097
2024
Q4 		$1.56M Buy
40,177
+2,183
+6% +$102K 0.01% 1187
2024
Q3 		$1.89M Hold
37,994
– – 0.01% 1046
2024
Q2 		$1.35M Buy
37,994
+7,503
+25% +$232K 0.01% 1184
2024
Q1 		$882K Sell
30,491
-1,394
-4% -$36.6K 0.01% 1372
2023
Q4 		$766K Hold
31,885
– – 0.01% 1446
2023
Q3 		$741K Hold
31,885
– – 0.01% 1397
2023
Q2 		$790K Hold
31,885
– – 0.01% 1400
2023
Q1 		$812K Hold
31,885
– – 0.01% 1342
2022
Q4 		$802K Buy
31,885
+1,407
+5% +$38.8K 0.01% 1326
2022
Q3 		$803K Hold
30,478
– – 0.01% 1306
2022
Q2 		$736K Buy
30,478
+5,870
+24% +$143K 0.01% 1395
2022
Q1 		$660K Buy
24,608
+8,536
+53% +$246K ﹤0.01% 1607
2021
Q4 		$580K Hold
16,072
– – ﹤0.01% 1433
2021
Q3 		$535K Sell
16,072
-2,432
-13% -$76.2K ﹤0.01% 1481
2021
Q2 		$493K Hold
18,504
– – ﹤0.01% 1576
2021
Q1 		$504K Hold
18,504
– – ﹤0.01% 1517
2020
Q4 		$555K Buy
18,504
+3,538
+24% +$102K 0.01% 1438
2020
Q3 		$373K Buy
14,966
+4,941
+49% +$107K ﹤0.01% 1527
2020
Q2 		$173K Buy
10,025
+1,492
+17% +$18K ﹤0.01% 1988
2020
Q1 		$90K Sell
8,533
-6,106
-42% -$92.9K ﹤0.01% 2126
2019
Q4 		$235K Buy
+14,639
New +$234K ﹤0.01% 1893

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

MetLife Investment Management's BWIN Position: Q2 2026 in Review

MetLife Investment Management reduced its Baldwin Insurance Group (BWIN) stake by 26% in Q2 2026, selling an estimated $5.3M and leaving 692,797 shares worth $18.4M. The position accounts for 0.08% of the portfolio, ranked #206.

MetLife Investment Management first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.6M in Q1 2026. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • MetLife Investment Management held 692,797 shares of Baldwin Insurance Group worth $18.4M as of Q2 2026.
  • MetLife Investment Management sold 244,896 Baldwin Insurance Group shares in Q2 2026, an estimated $5.3M.
  • Baldwin Insurance Group made up 0.08% of MetLife Investment Management's portfolio in Q2 2026, its #206 holding.
  • MetLife Investment Management first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • MetLife Investment Management's Baldwin Insurance Group position peaked at $20.6M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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