Pictet Asset Management
BWIN

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

Pictet 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 		$297K Hold
11,166
– – ﹤0.01% 1780
2026
Q1 		$245K Hold
11,166
– – ﹤0.01% 1831
2025
Q4 		$268K Buy
11,166
+1,798
+19% +$45.8K ﹤0.01% 1768
2025
Q3 		$264K Hold
9,368
– – ﹤0.01% 1718
2025
Q2 		$401K Sell
9,368
-134
-1% -$5.44K ﹤0.01% 1473
2025
Q1 		$425K Buy
9,502
+926
+11% +$37.7K ﹤0.01% 1432
2024
Q4 		$332K Hold
8,576
– – ﹤0.01% 1591
2024
Q3 		$427K Buy
8,576
+810
+10% +$35.2K ﹤0.01% 1405
2024
Q2 		$275K Buy
+7,766
New +$240K ﹤0.01% 1584

Other funds holding BWIN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Pictet Asset Management held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 11,166 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Pictet Asset Management first reported a position in BWIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q3 2024. 46 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Pictet Asset Management held 11,166 shares of Baldwin Insurance Group worth $297K as of Q2 2026.
  • Pictet Asset Management left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1780 holding.
  • Pictet Asset Management first reported a position in Baldwin Insurance Group in Q2 2024 and has held it in 9 quarters since.
  • Pictet Asset Management's Baldwin Insurance Group position peaked at $427K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.