Natixis Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Natixis 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	$337K	Sell	12,683 -4,795	-27%	-$104K	﹤0.01%	1768
2026 Q1	$383K	Buy	17,478 +4,115	+31%	+$89K	﹤0.01%	1605
2025 Q4	$321K	Sell	13,363 -9,214	-41%	-$235K	﹤0.01%	1541
2025 Q3	$637K	Sell	22,577 -1,145	-5%	-$39.8K	﹤0.01%	1433
2025 Q2	$1.02M	Buy	23,722 +616	+3%	+$25K	﹤0.01%	1292
2025 Q1	$1.03M	Buy	23,106 +834	+4%	+$34K	﹤0.01%	1266
2024 Q4	$863K	Sell	22,272 -7,992	-26%	-$373K	﹤0.01%	1348
2024 Q3	$1.51M	Buy	30,264 +1,281	+4%	+$55.7K	﹤0.01%	1178
2024 Q2	$1.03M	Buy	28,983 +2,438	+9%	+$75.4K	﹤0.01%	1246
2024 Q1	$768K	Buy	26,545 +3,321	+14%	+$87.2K	﹤0.01%	1290
2023 Q4	$557K	Buy	23,224 +4,162	+22%	+$88.4K	﹤0.01%	1371
2023 Q3	$443K	Buy	19,062 +2,179	+13%	+$54.5K	﹤0.01%	1375
2023 Q2	$418K	Buy	16,883 +2,663	+19%	+$63.1K	﹤0.01%	1374
2023 Q1	$362K	Sell	14,220 -3,337	-19%	-$92.7K	﹤0.01%	1382
2022 Q4	$441K	Buy	17,557 +6	+0%	+$165	﹤0.01%	1324
2022 Q3	$462K	Buy	17,551 +1,340	+8%	+$38.2K	﹤0.01%	1305
2022 Q2	$391K	Buy	+16,211	New	+$394K	﹤0.01%	1332

Other funds holding BWIN

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

BAMCO Inc New York $66.6B AUM 7.35% 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

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

Natixis Advisors's BWIN Position: Q2 2026 in Review

Natixis Advisors reduced its Baldwin Insurance Group (BWIN) stake by 27% in Q2 2026, selling an estimated $104K and leaving 12,683 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Natixis Advisors first reported a position in BWIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.51M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Natixis Advisors held 12,683 shares of Baldwin Insurance Group worth $337K as of Q2 2026.
Natixis Advisors sold 4,795 Baldwin Insurance Group shares in Q2 2026, an estimated $104K.
Baldwin Insurance Group made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1768 holding.
Natixis Advisors first reported a position in Baldwin Insurance Group in Q2 2022 and has held it in 17 quarters since.
Natixis Advisors's Baldwin Insurance Group position peaked at $1.51M in Q3 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.