Northwestern Mutual Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Northwestern Mutual Wealth Management’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	$13.3K	Sell	500 -33	-6%	-$714	﹤0.01%	3019
2026 Q1	$11.7K	Buy	533 +33	+7%	+$714	﹤0.01%	3013
2025 Q4	$12K	Hold	500	–	–	﹤0.01%	2926
2025 Q3	$14.1K	Hold	500	–	–	﹤0.01%	2796
2025 Q2	$21.4K	Hold	500	–	–	﹤0.01%	2549
2025 Q1	$22.3K	Hold	500	–	–	﹤0.01%	2466
2024 Q4	$19.4K	Hold	500	–	–	﹤0.01%	2529
2024 Q3	$24.9K	Hold	500	–	–	﹤0.01%	2391
2024 Q2	$17.7K	Hold	500	–	–	﹤0.01%	2431
2024 Q1	$14.5K	Hold	500	–	–	﹤0.01%	2511
2023 Q4	$12K	Hold	500	–	–	﹤0.01%	2559
2023 Q3	$11.6K	Hold	500	–	–	﹤0.01%	2494
2023 Q2	$12.4K	Hold	500	–	–	﹤0.01%	2492
2023 Q1	$12.7K	Hold	500	–	–	﹤0.01%	2419
2022 Q4	$12.6K	Hold	500	–	–	﹤0.01%	2410
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	2384
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	2455
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	2454
2021 Q4	$18K	Hold	500	–	–	﹤0.01%	2388
2021 Q3	$17K	Hold	500	–	–	﹤0.01%	2289
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	2353
2021 Q1	$14K	Buy	+500	New	+$13.6K	﹤0.01%	2192

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's BWIN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Baldwin Insurance Group (BWIN) stake by 6.2% in Q2 2026, selling an estimated $714 and leaving 500 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Northwestern Mutual Wealth Management first reported a position in BWIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.9K in Q3 2024. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Northwestern Mutual Wealth Management held 500 shares of Baldwin Insurance Group worth $13.3K as of Q2 2026.
Northwestern Mutual Wealth Management sold 33 Baldwin Insurance Group shares in Q2 2026, an estimated $714.
Baldwin Insurance Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3019 holding.
Northwestern Mutual Wealth Management first reported a position in Baldwin Insurance Group in Q1 2021 and has held it in 22 quarters since.
Northwestern Mutual Wealth Management's Baldwin Insurance Group position peaked at $24.9K in Q3 2024.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.