Osaic Holdings
BWIN

Osaic Holdings’s Baldwin Insurance Group BWIN Stock Holding History

Osaic Holdings’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 		$55.5K Buy
2,087
+1,346
+182% +$29.1K ﹤0.01% 5400
2026
Q1 		$16.3K Sell
741
-32
-4% -$692 ﹤0.01% 5992
2025
Q4 		$18.6K Sell
773
-1,207
-61% -$30.7K ﹤0.01% 5929
2025
Q3 		$55.9K Sell
1,980
-441
-18% -$15.3K ﹤0.01% 5235
2025
Q2 		$104K Buy
2,421
+65
+3% +$2.64K ﹤0.01% 4477
2025
Q1 		$105K Buy
2,356
+1,724
+273% +$70.2K ﹤0.01% 4129
2024
Q4 		$24.5K Sell
632
-13,510
-96% -$630K ﹤0.01% 5204
2024
Q3 		$704K Buy
14,142
+13,860
+4,915% +$603K ﹤0.01% 2561
2024
Q2 		$10K Sell
282
-43
-13% -$1.33K ﹤0.01% 5791
2024
Q1 		$9.41K Sell
325
-4,256
-93% -$112K ﹤0.01% 5773
2023
Q4 		$110K Sell
4,581
-1,214
-21% -$25.8K ﹤0.01% 4373
2023
Q3 		$135K Buy
5,795
+2,078
+56% +$52K ﹤0.01% 4282
2023
Q2 		$92.1K Sell
3,717
-280
-7% -$6.63K ﹤0.01% 4506
2023
Q1 		$102K Sell
3,997
-264
-6% -$7.33K ﹤0.01% 4439
2022
Q4 		$108K Sell
4,261
-3,326
-44% -$91.6K ﹤0.01% 4371
2022
Q3 		$200K Sell
7,587
-153
-2% -$4.36K ﹤0.01% 3751
2022
Q2 		$187K Buy
7,740
+4,051
+110% +$98.5K ﹤0.01% 3863
2022
Q1 		$98K Buy
3,689
+53
+1% +$1.53K ﹤0.01% 4613
2021
Q4 		$131K Buy
3,636
+105
+3% +$3.88K ﹤0.01% 4340
2021
Q3 		$118K Buy
3,531
+42
+1% +$1.31K ﹤0.01% 4385
2021
Q2 		$93K Sell
3,489
-86
-2% -$2.33K ﹤0.01% 4543
2021
Q1 		$98K Sell
3,575
-775
-18% -$21.1K ﹤0.01% 4365
2020
Q4 		$130K Sell
4,350
-100
-2% -$2.89K ﹤0.01% 3855
2020
Q3 		$111K Buy
4,450
+3,811
+596% +$82.5K ﹤0.01% 3736
2020
Q2 		$11K Buy
639
+398
+165% +$4.8K ﹤0.01% 5150
2020
Q1 		$3K Buy
+241
New +$3.67K ﹤0.01% 5592

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

Osaic Holdings's BWIN Position: Q2 2026 in Review

Osaic Holdings increased its Baldwin Insurance Group (BWIN) stake by 182% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,087 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5400.

Osaic Holdings first reported a position in BWIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $704K in Q3 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Osaic Holdings held 2,087 shares of Baldwin Insurance Group worth $55.5K as of Q2 2026.
  • Osaic Holdings bought 1,346 Baldwin Insurance Group shares in Q2 2026, an estimated $29.1K.
  • Baldwin Insurance Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5400 holding.
  • Osaic Holdings first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Baldwin Insurance Group position peaked at $704K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.