Ohio Public Employees Retirement System (OPERS)’s Baldwin Insurance Group BWIN Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 Q1	$2.27M	Hold	103,595	–	–	0.01%	1019
2025 Q4	$2.49M	Buy	103,595 +12,965	+14%	+$330K	0.01%	1008
2025 Q3	$2.56M	Buy	90,630 +28,619	+46%	+$994K	0.01%	994
2025 Q2	$2.65M	Buy	62,011 +5,368	+9%	+$218K	0.01%	941
2025 Q1	$2.53M	Sell	56,643 -29,869	-35%	-$1.22M	0.01%	944
2024 Q4	$3.35M	Buy	86,512 +13,340	+18%	+$622K	0.01%	895
2024 Q3	$3.64M	Sell	73,172 -22,290	-23%	-$969K	0.02%	800
2024 Q2	$3.39M	Sell	95,462 -26,120	-21%	-$808K	0.01%	765
2024 Q1	$3.52M	Sell	121,582 -40,927	-25%	-$1.08M	0.01%	778
2023 Q4	$3.9M	Buy	162,509 +74,087	+84%	+$1.57M	0.02%	751
2023 Q3	$2.05M	Hold	88,422	–	–	0.01%	938
2023 Q2	$2.19M	Buy	88,422 +22,321	+34%	+$529K	0.01%	970
2023 Q1	$1.68M	Buy	+66,101	New	+$1.84M	0.01%	1047
2020 Q3	–	Sell	-102,165	Closed	-$1.76M	–	1944
2020 Q2	$1.76M	Buy	102,165 +1,455	+1%	+$17.6K	0.01%	957
2020 Q1	$1.06M	Buy	100,710 +79,710	+380%	+$1.21M	0.01%	1032
2019 Q4	$337K	Buy	+21,000	New	+$335K	﹤0.01%	1314

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s BWIN Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) held its Baldwin Insurance Group (BWIN) position steady in Q1 2026 at 103,595 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1019.

Ohio Public Employees Retirement System (OPERS) first reported a position in BWIN in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.9M in Q4 2023. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 103,595 shares of Baldwin Insurance Group worth $2.27M as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) left its Baldwin Insurance Group share count unchanged in Q1 2026.
Baldwin Insurance Group made up 0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #1019 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 16 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Baldwin Insurance Group position peaked at $3.9M in Q4 2023.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.