Morgan Stanley
BWIN

Morgan Stanley’s Baldwin Insurance Group BWIN Stock Holding History

Morgan Stanley’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 		$60.5M Buy
2,277,033
+473,826
+26% +$10.2M ﹤0.01% 2035
2026
Q1 		$39.6M Buy
1,803,207
+1,280,249
+245% +$27.7M ﹤0.01% 2330
2025
Q4 		$12.6M Buy
522,958
+298,136
+133% +$7.59M ﹤0.01% 3400
2025
Q3 		$6.34M Sell
224,822
-50,537
-18% -$1.75M ﹤0.01% 3951
2025
Q2 		$11.8M Sell
275,359
-784
-0.3% -$31.8K ﹤0.01% 3292
2025
Q1 		$12.3M Sell
276,143
-14,491
-5% -$590K ﹤0.01% 3150
2024
Q4 		$11.3M Sell
290,634
-8,673
-3% -$405K ﹤0.01% 3301
2024
Q3 		$14.9M Buy
299,307
+96,208
+47% +$4.18M ﹤0.01% 3091
2024
Q2 		$7.2M Sell
203,099
-2,902
-1% -$89.8K ﹤0.01% 3592
2024
Q1 		$5.96M Sell
206,001
-88,607
-30% -$2.33M ﹤0.01% 3780
2023
Q4 		$7.08M Buy
294,608
+118,883
+68% +$2.53M ﹤0.01% 3640
2023
Q3 		$4.08M Sell
175,725
-46,617
-21% -$1.17M ﹤0.01% 3895
2023
Q2 		$5.51M Sell
222,342
-22,508
-9% -$533K ﹤0.01% 3697
2023
Q1 		$6.23M Sell
244,850
-139,973
-36% -$3.89M ﹤0.01% 3589
2022
Q4 		$9.67M Sell
384,823
-3,961
-1% -$109K ﹤0.01% 3127
2022
Q3 		$10.2M Sell
388,784
-148,264
-28% -$4.22M ﹤0.01% 2961
2022
Q2 		$13M Buy
537,048
+452,107
+532% +$11M ﹤0.01% 2786
2022
Q1 		$2.28M Sell
84,941
-59,886
-41% -$1.73M ﹤0.01% 4412
2021
Q4 		$5.23M Sell
144,827
-2,179
-1% -$80.5K ﹤0.01% 3671
2021
Q3 		$4.89M Buy
147,006
+6,904
+5% +$216K ﹤0.01% 3728
2021
Q2 		$3.73M Buy
140,102
+123,218
+730% +$3.34M ﹤0.01% 4087
2021
Q1 		$460K Sell
16,884
-51,098
-75% -$1.39M ﹤0.01% 5198
2020
Q4 		$2.04M Buy
67,982
+39,366
+138% +$1.14M ﹤0.01% 4146
2020
Q3 		$712K Sell
28,616
-2,903
-9% -$62.8K ﹤0.01% 4442
2020
Q2 		$545K Buy
31,519
+28,453
+928% +$343K ﹤0.01% 4554
2020
Q1 		$33K Sell
3,066
-22,357
-88% -$340K ﹤0.01% 5625
2019
Q4 		$408K Buy
+25,423
New +$406K ﹤0.01% 5050

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Morgan Stanley's BWIN Position: Q2 2026 in Review

Morgan Stanley increased its Baldwin Insurance Group (BWIN) stake by 26% in Q2 2026, buying an estimated $10.2M and bringing the position to 2,277,033 shares worth $60.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Morgan Stanley first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Morgan Stanley held 2,277,033 shares of Baldwin Insurance Group worth $60.5M as of Q2 2026.
  • Morgan Stanley bought 473,826 Baldwin Insurance Group shares in Q2 2026, an estimated $10.2M.
  • Baldwin Insurance Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2035 holding.
  • Morgan Stanley first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.