NewEdge Advisors’s Baldwin Insurance Group BWIN Stock Holding History

NewEdge 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	$92.4K	Hold	3,475	–	–	﹤0.01%	2967
2026 Q1	$76.2K	Hold	3,475	–	–	﹤0.01%	2826
2025 Q4	$83.5K	Sell	3,475 -7,600	-69%	-$194K	﹤0.01%	2816
2025 Q3	$312K	Hold	11,075	–	–	﹤0.01%	2146
2025 Q2	$474K	Hold	11,075	–	–	﹤0.01%	1729
2025 Q1	$495K	Buy	11,075 +700	+7%	+$28.5K	﹤0.01%	1590
2024 Q4	$402K	Sell	10,375 -1,350	-12%	-$63K	﹤0.01%	1687
2024 Q3	$584K	Sell	11,725 -950	-7%	-$41.3K	﹤0.01%	1376
2024 Q2	$450K	Hold	12,675	–	–	﹤0.01%	1472
2024 Q1	$367K	Sell	12,675 -7,500	-37%	-$197K	﹤0.01%	1526
2023 Q4	$485K	Sell	20,175 -3,900	-16%	-$82.9K	﹤0.01%	1297
2023 Q3	$559K	Sell	24,075 -1,050	-4%	-$26.3K	0.01%	1120
2023 Q2	$623K	Hold	25,125	–	–	0.01%	1076
2023 Q1	$587K	Buy	25,125 +3,150	+14%	+$87.5K	0.01%	1042
2022 Q4	$465K	Buy	21,975 +2,575	+13%	+$70.9K	0.01%	815
2022 Q3	$511K	Hold	19,400	–	–	0.01%	951
2022 Q2	$469K	Sell	19,400 -4,200	-18%	-$102K	0.01%	1017
2022 Q1	$633K	Hold	23,600	–	–	0.01%	782
2021 Q4	$852K	Buy	+23,600	New	+$872K	0.01%	815

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

NewEdge Advisors's BWIN Position: Q2 2026 in Review

NewEdge Advisors held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 3,475 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

NewEdge Advisors first reported a position in BWIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $852K in Q4 2021. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

NewEdge Advisors held 3,475 shares of Baldwin Insurance Group worth $92.4K as of Q2 2026.
NewEdge Advisors left its Baldwin Insurance Group share count unchanged in Q2 2026.
Baldwin Insurance Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2967 holding.
NewEdge Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and has held it in 19 quarters since.
NewEdge Advisors's Baldwin Insurance Group position peaked at $852K in Q4 2021.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.