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 Q2	$2.37M	Sell	89,248 -14,347	-14%	-$310K	0.01%	1000
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 $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

Ohio Public Employees Retirement System (OPERS)'s BWIN Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Baldwin Insurance Group (BWIN) stake by 14% in Q2 2026, selling an estimated $310K and leaving 89,248 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #1000.

Ohio Public Employees Retirement System (OPERS) first reported a position in BWIN in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.9M in Q4 2023. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) held 89,248 shares of Baldwin Insurance Group worth $2.37M as of Q2 2026.
Ohio Public Employees Retirement System (OPERS) sold 14,347 Baldwin Insurance Group shares in Q2 2026, an estimated $310K.
Baldwin Insurance Group made up 0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #1000 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 17 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Baldwin Insurance Group position peaked at $3.9M in Q4 2023.
228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.