Panagora Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Panagora Asset Management’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	–	Sell	-26,783	Closed	-$588K	–	1320
2026 Q1	$588K	Hold	26,783	–	–	﹤0.01%	814
2025 Q4	$644K	Buy	26,783 +1,249	+5%	+$31.8K	﹤0.01%	813
2025 Q3	$720K	Buy	25,534 +17,070	+202%	+$593K	﹤0.01%	722
2025 Q2	$362K	Buy	+8,464	New	+$343K	﹤0.01%	885

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 $3.37T AUM 44.26% 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

Panagora Asset Management's BWIN Position: Q2 2026 in Review

Panagora Asset Management sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 26,783 shares — an estimated $588K sold.

Panagora Asset Management first reported a position in BWIN in Q2 2025 and held it in 4 quarters. The position peaked at $720K in Q3 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Panagora Asset Management reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
Panagora Asset Management sold 26,783 Baldwin Insurance Group shares in Q2 2026, an estimated $588K.
Panagora Asset Management first reported a position in Baldwin Insurance Group in Q2 2025 and held it in 4 quarters.
Panagora Asset Management's Baldwin Insurance Group position peaked at $720K in Q3 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.