Northern Trust
BWIN

Northern Trust’s Baldwin Insurance Group BWIN Stock Holding History

Northern Trust’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 		$21.5M Buy
810,264
+58,938
+8% +$1.27M ﹤0.01% 1760
2026
Q1 		$16.5M Buy
751,326
+162,750
+28% +$3.52M ﹤0.01% 1791
2025
Q4 		$14.1M Sell
588,576
-56,121
-9% -$1.43M ﹤0.01% 1898
2025
Q3 		$18.2M Sell
644,697
-135,480
-17% -$4.7M ﹤0.01% 1751
2025
Q2 		$33.4M Buy
780,177
+15,470
+2% +$628K ﹤0.01% 1341
2025
Q1 		$34.2M Sell
764,707
-26,800
-3% -$1.09M 0.01% 1309
2024
Q4 		$30.7M Buy
791,507
+54,096
+7% +$2.52M ﹤0.01% 1433
2024
Q3 		$36.7M Buy
737,411
+60,323
+9% +$2.62M 0.01% 1237
2024
Q2 		$24M Sell
677,088
-21,133
-3% -$654K ﹤0.01% 1436
2024
Q1 		$20.2M Sell
698,221
-10,683
-2% -$281K ﹤0.01% 1589
2023
Q4 		$17M Sell
708,904
-133,491
-16% -$2.84M ﹤0.01% 1734
2023
Q3 		$19.6M Buy
842,395
+12,145
+1% +$304K ﹤0.01% 1557
2023
Q2 		$20.6M Sell
830,250
-7,646
-0.9% -$181K ﹤0.01% 1569
2023
Q1 		$21.3M Buy
837,896
+284,897
+52% +$7.91M ﹤0.01% 1512
2022
Q4 		$13.9M Buy
552,999
+14,654
+3% +$404K ﹤0.01% 1792
2022
Q3 		$14.2M Buy
538,345
+9,064
+2% +$258K ﹤0.01% 1727
2022
Q2 		$12.8M Buy
529,281
+66,148
+14% +$1.61M ﹤0.01% 1842
2022
Q1 		$12.4M Sell
463,133
-29,500
-6% -$850K ﹤0.01% 2014
2021
Q4 		$17.8M Buy
492,633
+11,492
+2% +$425K ﹤0.01% 1860
2021
Q3 		$16M Sell
481,141
-4,499
-0.9% -$141K ﹤0.01% 1949
2021
Q2 		$12.9M Buy
485,640
+18,244
+4% +$495K ﹤0.01% 2195
2021
Q1 		$12.7M Sell
467,396
-22,243
-5% -$605K ﹤0.01% 2143
2020
Q4 		$14.7M Buy
489,639
+91,820
+23% +$2.66M ﹤0.01% 2014
2020
Q3 		$9.91M Buy
397,819
+119,101
+43% +$2.58M ﹤0.01% 2113
2020
Q2 		$4.81M Buy
278,718
+54,858
+25% +$662K ﹤0.01% 2550
2020
Q1 		$2.36M Buy
223,860
+37,920
+20% +$577K ﹤0.01% 2761
2019
Q4 		$2.98M Buy
+185,940
New +$2.97M ﹤0.01% 2887

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

Northern Trust's BWIN Position: Q2 2026 in Review

Northern Trust increased its Baldwin Insurance Group (BWIN) stake by 7.8% in Q2 2026, buying an estimated $1.27M and bringing the position to 810,264 shares worth $21.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Northern Trust first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.7M in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Northern Trust held 810,264 shares of Baldwin Insurance Group worth $21.5M as of Q2 2026.
  • Northern Trust bought 58,938 Baldwin Insurance Group shares in Q2 2026, an estimated $1.27M.
  • Baldwin Insurance Group made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #1760 holding.
  • Northern Trust first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Northern Trust's Baldwin Insurance Group position peaked at $36.7M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.