Nuveen
BWIN

Nuveen’s Baldwin Insurance Group BWIN Stock Holding History

Nuveen’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 		$10.4M Buy
392,561
+121,757
+45% +$2.63M ﹤0.01% 1662
2026
Q1 		$5.94M Buy
270,804
+27,917
+11% +$604K ﹤0.01% 1815
2025
Q4 		$5.84M Buy
242,887
+3,907
+2% +$99.5K ﹤0.01% 1839
2025
Q3 		$6.74M Sell
238,980
-2,321
-1% -$80.6K ﹤0.01% 1762
2025
Q2 		$10.3M Sell
241,301
-27,923
-10% -$1.13M ﹤0.01% 1489
2025
Q1 		$12M Buy
269,224
+1,388
+0.5% +$56.5K ﹤0.01% 1442
2024
Q4 		$10.4M Sell
267,836
-305,502
-53% -$14.2M ﹤0.01% 1583
2024
Q3 		$28.6M Sell
573,338
-1,006
-0.2% -$43.7K 0.01% 957
2024
Q2 		$20.4M Sell
574,344
-44,102
-7% -$1.36M 0.01% 1116
2024
Q1 		$17.9M Buy
618,446
+61,975
+11% +$1.63M 0.01% 1246
2023
Q4 		$13.4M Sell
556,471
-265,840
-32% -$5.65M ﹤0.01% 1401
2023
Q3 		$19.1M Sell
822,311
-1,941
-0.2% -$48.6K 0.01% 1065
2023
Q2 		$20.4M Buy
824,252
+152,451
+23% +$3.61M 0.01% 1051
2023
Q1 		$17.1M Sell
671,801
-149,798
-18% -$4.16M 0.01% 1149
2022
Q4 		$20.7M Buy
821,599
+37,750
+5% +$1.04M 0.01% 1024
2022
Q3 		$20.7M Sell
783,849
-2,188
-0.3% -$62.3K 0.01% 993
2022
Q2 		$19M Buy
786,037
+46,515
+6% +$1.13M 0.01% 1079
2022
Q1 		$20.1M Buy
739,522
+14,310
+2% +$412K 0.01% 1195
2021
Q4 		$24.6M Sell
725,212
-267,748
-27% -$9.89M 0.01% 1094
2021
Q3 		$33.1M Sell
992,960
-211,672
-18% -$6.63M 0.01% 922
2021
Q2 		$32.1M Sell
1,204,632
-478,107
-28% -$13M 0.01% 1025
2021
Q1 		$45.9M Buy
1,682,739
+21,258
+1% +$578K 0.01% 769
2020
Q4 		$49.8M Sell
1,661,481
-199,687
-11% -$5.78M 0.02% 689
2020
Q3 		$46.4M Sell
1,861,168
-289,845
-13% -$6.27M 0.02% 601
2020
Q2 		$37.1M Buy
2,151,013
+261,040
+14% +$3.15M 0.02% 669
2020
Q1 		$19.9M Sell
1,889,973
-513,618
-21% -$7.81M 0.01% 902
2019
Q4 		$38.6M Buy
+2,403,591
New +$38.3M 0.01% 801

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

Nuveen's BWIN Position: Q2 2026 in Review

Nuveen increased its Baldwin Insurance Group (BWIN) stake by 45% in Q2 2026, buying an estimated $2.63M and bringing the position to 392,561 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Nuveen first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $49.8M in Q4 2020. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Nuveen held 392,561 shares of Baldwin Insurance Group worth $10.4M as of Q2 2026.
  • Nuveen bought 121,757 Baldwin Insurance Group shares in Q2 2026, an estimated $2.63M.
  • Baldwin Insurance Group made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #1662 holding.
  • Nuveen first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • Nuveen's Baldwin Insurance Group position peaked at $49.8M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.