Parallel Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Parallel Advisors’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	$13K	Sell	490 -15	-3%	-$324	﹤0.01%	2820
2026 Q1	$11.1K	Buy	505 +380	+304%	+$8.22K	﹤0.01%	2711
2025 Q4	$3K	Buy	125 +51	+69%	+$1.3K	﹤0.01%	3013
2025 Q3	$2.09K	Hold	74	–	–	﹤0.01%	3039
2025 Q2	$3.17K	Hold	74	–	–	﹤0.01%	2898
2025 Q1	$3.31K	Hold	74	–	–	﹤0.01%	2822
2024 Q4	$2.87K	Sell	74 -14	-16%	-$653	﹤0.01%	2842
2024 Q3	$4.38K	Buy	88 +14	+19%	+$609	﹤0.01%	2659
2024 Q2	$2.63K	Hold	74	–	–	﹤0.01%	2722
2024 Q1	$2.14K	Hold	74	–	–	﹤0.01%	2804
2023 Q4	$1.78K	Sell	74 -47	-39%	-$999	﹤0.01%	2835
2023 Q3	$2.81K	Buy	+121	New	+$3.03K	﹤0.01%	2711
2023 Q2	–	Sell	-68	Closed	-$1.73K	–	3541
2023 Q1	$1.73K	Buy	68 +42	+162%	+$1.17K	﹤0.01%	2815
2022 Q4	$654	Hold	26	–	–	﹤0.01%	2983
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	3051
2022 Q2	$1K	Buy	26 +15	+136%	+$365	﹤0.01%	2888
2022 Q1	$0	Hold	11	–	–	﹤0.01%	3318
2021 Q4	$0	Sell	11 -126	-92%	-$4.66K	﹤0.01%	3326
2021 Q3	$5K	Buy	137 +126	+1,145%	+$3.94K	﹤0.01%	2397
2021 Q2	$0	Hold	11	–	–	﹤0.01%	3088
2021 Q1	$0	Hold	11	–	–	﹤0.01%	2918
2020 Q4	$0	Hold	11	–	–	﹤0.01%	2751
2020 Q3	$0	Hold	11	–	–	﹤0.01%	2706
2020 Q2	$0	Buy	+11	New	+$133	﹤0.01%	2749

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

Parallel Advisors's BWIN Position: Q2 2026 in Review

Parallel Advisors reduced its Baldwin Insurance Group (BWIN) stake by 3% in Q2 2026, selling an estimated $324 and leaving 490 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Parallel Advisors first reported a position in BWIN in Q2 2020 and has held it in 24 quarters since. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Parallel Advisors held 490 shares of Baldwin Insurance Group worth $13K as of Q2 2026.
Parallel Advisors sold 15 Baldwin Insurance Group shares in Q2 2026, an estimated $324.
Baldwin Insurance Group made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2820 holding.
Parallel Advisors first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 24 quarters since.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.