MIM
BWIN

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

MTM 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 		$18.6K Hold
700
– – 0.01% 466
2026
Q1 		$15.4K Hold
700
– – ﹤0.01% 469
2025
Q4 		$16.8K Hold
700
– – 0.01% 464
2025
Q3 		$19.7K Hold
700
– – 0.01% 448
2025
Q2 		$30K Buy
+700
New +$28.4K 0.01% 394

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MTM Investment Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 700 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #466.

MTM Investment Management first reported a position in BWIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $30K in Q2 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • MTM Investment Management held 700 shares of Baldwin Insurance Group worth $18.6K as of Q2 2026.
  • MTM Investment Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #466 holding.
  • MTM Investment Management first reported a position in Baldwin Insurance Group in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Baldwin Insurance Group position peaked at $30K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.