New York State Common Retirement Fund’s Baldwin Insurance Group BWIN Stock Holding History

New York State Common Retirement Fund’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	$9.68M	Sell	364,353 -333,827	-48%	-$7.22M	0.01%	794
2026 Q1	$15.3M	Buy	698,180 +478,370	+218%	+$10.3M	0.02%	531
2025 Q4	$5.28M	Hold	219,810	–	–	0.01%	1016
2025 Q3	$6.2M	Sell	219,810 -37,574	-15%	-$1.3M	0.01%	968
2025 Q2	$11M	Buy	257,384 +208,137	+423%	+$8.44M	0.01%	700
2025 Q1	$2.2M	Hold	49,247	–	–	﹤0.01%	1341
2024 Q4	$1.91M	Hold	49,247	–	–	﹤0.01%	1438
2024 Q3	$2.45M	Sell	49,247 -7,400	-13%	-$322K	﹤0.01%	1345
2024 Q2	$2.01M	Buy	56,647 +2,910	+5%	+$90K	﹤0.01%	1476
2024 Q1	$1.56M	Sell	53,737 -15	-0%	-$394	﹤0.01%	1573
2023 Q4	$1.29M	Sell	53,752 -18,393	-25%	-$391K	﹤0.01%	1659
2023 Q3	$1.68M	Buy	72,145 +10	+0%	+$250	﹤0.01%	1517
2023 Q2	$1.79M	Sell	72,135 -6,746	-9%	-$160K	﹤0.01%	1534
2023 Q1	$2.01M	Buy	78,881 +34,767	+79%	+$966K	﹤0.01%	1536
2022 Q4	$1.11M	Sell	44,114 -17	-0%	-$468	﹤0.01%	1917
2022 Q3	$1.16M	Buy	44,131 +3,407	+8%	+$97K	﹤0.01%	1893
2022 Q2	$983K	Buy	40,724 +7,401	+22%	+$180K	﹤0.01%	2025
2022 Q1	$894K	Buy	33,323 +57	+0.2%	+$1.64K	﹤0.01%	2166
2021 Q4	$1.2M	Sell	33,266 -27	-0.1%	-$998	﹤0.01%	2042
2021 Q3	$1.11M	Sell	33,293 -5,952	-15%	-$186K	﹤0.01%	2068
2021 Q2	$1.05M	Buy	39,245 +345	+0.9%	+$9.36K	﹤0.01%	2213
2021 Q1	$1.06M	Buy	38,900 +3,500	+10%	+$95.2K	﹤0.01%	2102
2020 Q4	$1.06M	Buy	35,400 +10,300	+41%	+$298K	﹤0.01%	2023
2020 Q3	$625K	Buy	25,100 +5,500	+28%	+$119K	﹤0.01%	2115
2020 Q2	$338K	Buy	19,600 +6,100	+45%	+$73.6K	﹤0.01%	2413
2020 Q1	$142K	Hold	13,500	–	–	﹤0.01%	2624
2019 Q4	$217K	Buy	+13,500	New	+$215K	﹤0.01%	2706

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

New York State Common Retirement Fund's BWIN Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its Baldwin Insurance Group (BWIN) stake by 48% in Q2 2026, selling an estimated $7.22M and leaving 364,353 shares worth $9.68M. The position accounts for 0.01% of the portfolio, ranked #794.

New York State Common Retirement Fund first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.3M in Q1 2026. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

New York State Common Retirement Fund held 364,353 shares of Baldwin Insurance Group worth $9.68M as of Q2 2026.
New York State Common Retirement Fund sold 333,827 Baldwin Insurance Group shares in Q2 2026, an estimated $7.22M.
Baldwin Insurance Group made up 0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #794 holding.
New York State Common Retirement Fund first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
New York State Common Retirement Fund's Baldwin Insurance Group position peaked at $15.3M in Q1 2026.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.