Michael Gelband’s Baldwin Insurance Group BWIN Stock Holding History

Michael Gelband’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	-19,612	Closed	-$471K	–	2181
2025 Q4	$471K	Buy	+19,612	New	+$499K	﹤0.01%	1197
2025 Q1	–	Sell	-14,023	Closed	-$544K	–	2089
2024 Q4	$544K	Buy	+14,023	New	+$654K	﹤0.01%	1132
2024 Q2	–	Sell	-29,892	Closed	-$865K	–	2068
2024 Q1	$865K	Buy	+29,892	New	+$785K	0.01%	993
2023 Q4	–	Sell	-16,197	Closed	-$376K	–	2138
2023 Q3	$376K	Sell	16,197 -56,803	-78%	-$1.42M	﹤0.01%	1337
2023 Q2	$1.81M	Buy	73,000 +58,378	+399%	+$1.38M	0.01%	849
2023 Q1	$372K	Buy	+14,622	New	+$406K	﹤0.01%	1417
2022 Q2	–	Sell	-58,036	Closed	-$1.56M	–	2541
2022 Q1	$1.56M	Buy	+58,036	New	+$1.67M	0.02%	901
2021 Q4	–	Sell	-10,272	Closed	-$342K	–	2679
2021 Q3	$342K	Buy	+10,272	New	+$322K	﹤0.01%	1566
2021 Q1	–	Sell	-11,195	Closed	-$336K	–	2691
2020 Q4	$336K	Buy	+11,195	New	+$324K	﹤0.01%	1482
2020 Q3	–	Sell	-81,133	Closed	-$1.4M	–	2301
2020 Q2	$1.4M	Buy	+81,133	New	+$979K	0.04%	577

Other funds holding BWIN

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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

Michael Gelband's BWIN Position: Q1 2026 in Review

Michael Gelband sold out of Baldwin Insurance Group (BWIN) in Q1 2026, closing a stake of 19,612 shares — an estimated $471K sold.

Michael Gelband first reported a position in BWIN in Q2 2020 and held it in 10 quarters. The position peaked at $1.81M in Q2 2023. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Michael Gelband reported no remaining Baldwin Insurance Group position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 19,612 Baldwin Insurance Group shares in Q1 2026, an estimated $471K.
Michael Gelband first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 10 quarters.
Michael Gelband's Baldwin Insurance Group position peaked at $1.81M in Q2 2023.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.