Optiver Holding
BWIN

Optiver Holding’s Baldwin Insurance Group BWIN Stock Holding History

Optiver Holding’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 		$8.99K Buy
410
+258
+170% +$5.58K ﹤0.01% 1242
2025
Q4 		$3.65K Sell
152
-200
-57% -$5.09K ﹤0.01% 1599
2025
Q3 		$9.93K Buy
352
+98
+39% +$3.4K ﹤0.01% 1306
2025
Q2 		$10.9K Buy
254
+1
+0.4% +$41 ﹤0.01% 979
2025
Q1 		$11.3K Buy
+253
New +$10.3K ﹤0.01% 859

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optiver Holding's BWIN Position: Q1 2026 in Review

Optiver Holding increased its Baldwin Insurance Group (BWIN) stake by 170% in Q1 2026, buying an estimated $5.58K and bringing the position to 410 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Optiver Holding first reported a position in BWIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.3K in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Optiver Holding held 410 shares of Baldwin Insurance Group worth $8.99K as of Q1 2026.
  • Optiver Holding bought 258 Baldwin Insurance Group shares in Q1 2026, an estimated $5.58K.
  • Baldwin Insurance Group made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #1242 holding.
  • Optiver Holding first reported a position in Baldwin Insurance Group in Q1 2025 and has held it in 5 quarters since.
  • Optiver Holding's Baldwin Insurance Group position peaked at $11.3K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.