Nisa Investment Advisors
BWIN icon

Nisa Investment Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Nisa Investment 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 		$17.2K Sell
647
-3
-0.5% -$65 ﹤0.01% 2287
2026
Q1 		$14.3K Buy
650
+11
+2% +$238 ﹤0.01% 2124
2025
Q4 		$15.4K Sell
639
-20
-3% -$509 ﹤0.01% 2048
2025
Q3 		$18.6K Hold
659
– – ﹤0.01% 2038
2025
Q2 		$28.2K Sell
659
-191
-22% -$7.75K ﹤0.01% 1780
2025
Q1 		$38K Hold
850
– – ﹤0.01% 1667
2024
Q4 		$32.9K Hold
850
– – ﹤0.01% 1791
2024
Q3 		$42.3K Hold
850
– – ﹤0.01% 1685
2024
Q2 		$30.1K Hold
850
– – ﹤0.01% 1805
2024
Q1 		$24.6K Buy
850
+10
+1% +$263 ﹤0.01% 1828
2023
Q4 		$20.2K Sell
840
-600
-42% -$12.8K ﹤0.01% 1881
2023
Q3 		$33.5K Buy
1,440
+610
+73% +$15.3K ﹤0.01% 1850
2023
Q2 		$20.6K Sell
830
-224
-21% -$5.3K ﹤0.01% 2093
2023
Q1 		$27K Hold
1,054
– – ﹤0.01% 1914
2022
Q4 		$26K Hold
1,054
– – ﹤0.01% 1986
2022
Q3 		$30K Buy
1,054
+44
+4% +$1.25K ﹤0.01% 1935
2022
Q2 		$24K Sell
1,010
-1,180
-54% -$28.7K ﹤0.01% 1998
2022
Q1 		$59K Sell
2,190
-210
-9% -$6.05K ﹤0.01% 1795
2021
Q4 		$73K Hold
2,400
– – ﹤0.01% 1624
2021
Q3 		$80K Hold
2,400
– – ﹤0.01% 1797
2021
Q2 		$64K Hold
2,400
– – ﹤0.01% 1872
2021
Q1 		$65K Hold
2,400
– – ﹤0.01% 1929
2020
Q4 		$72K Buy
+2,400
New +$69.4K ﹤0.01% 1876

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 $3.38T AUM 44.17% 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

Nisa Investment Advisors's BWIN Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Baldwin Insurance Group (BWIN) stake by 0.46% in Q2 2026, selling an estimated $65 and leaving 647 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Nisa Investment Advisors first reported a position in BWIN in Q4 2020 and has held it in 23 quarters since. The position peaked at $80K in Q3 2021. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Nisa Investment Advisors held 647 shares of Baldwin Insurance Group worth $17.2K as of Q2 2026.
  • Nisa Investment Advisors sold 3 Baldwin Insurance Group shares in Q2 2026, an estimated $65.
  • Baldwin Insurance Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2287 holding.
  • Nisa Investment Advisors first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 23 quarters since.
  • Nisa Investment Advisors's Baldwin Insurance Group position peaked at $80K in Q3 2021.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.