Point72 Asset Management
BWIN

Point72 Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Point72 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
Q1 		$9.81M Buy
446,978
+337,625
+309% +$7.3M 0.01% 1270
2025
Q4 		$2.63M Sell
109,353
-2,530
-2% -$64.4K ﹤0.01% 2310
2025
Q3 		$3.16M Buy
+111,883
New +$3.88M 0.01% 1251
2025
Q1 		– Sell
-317,273
Closed -$12.3M – 2644
2024
Q4 		$12.3M Buy
+317,273
New +$14.8M 0.03% 628
2024
Q2 		– Sell
-356,889
Closed -$10.3M – 2553
2024
Q1 		$10.3M Buy
356,889
+286,889
+410% +$7.54M 0.03% 706
2023
Q4 		$1.68M Sell
70,000
-891,686
-93% -$18.9M ﹤0.01% 1266
2023
Q3 		$22.3M Sell
961,686
-83,414
-8% -$2.09M 0.07% 377
2023
Q2 		$25.9M Buy
1,045,100
+538,472
+106% +$12.8M 0.08% 321
2023
Q1 		$12.9M Buy
506,628
+281,301
+125% +$7.81M 0.04% 472
2022
Q4 		$5.66M Sell
225,327
-193,873
-46% -$5.34M 0.02% 716
2022
Q3 		$11M Sell
419,200
-346,229
-45% -$9.86M 0.04% 481
2022
Q2 		$18.5M Buy
765,429
+423,629
+124% +$10.3M 0.08% 328
2022
Q1 		$9.17M Buy
341,800
+117,580
+52% +$3.39M 0.04% 537
2021
Q4 		$8.1M Buy
224,220
+27,220
+14% +$1.01M 0.03% 562
2021
Q3 		$6.56M Buy
+197,000
New +$6.17M 0.03% 601
2021
Q1 		– Sell
-252,800
Closed -$7.58M – 1214
2020
Q4 		$7.58M Buy
+252,800
New +$7.31M 0.04% 502

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

Point72 Asset Management's BWIN Position: Q1 2026 in Review

Point72 Asset Management increased its Baldwin Insurance Group (BWIN) stake by 309% in Q1 2026, buying an estimated $7.3M and bringing the position to 446,978 shares worth $9.81M. The position accounts for 0.01% of the portfolio, ranked #1270.

Point72 Asset Management first reported a position in BWIN in Q4 2020 and has held it in 16 quarters since. The position peaked at $25.9M in Q2 2023. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Point72 Asset Management held 446,978 shares of Baldwin Insurance Group worth $9.81M as of Q1 2026.
  • Point72 Asset Management bought 337,625 Baldwin Insurance Group shares in Q1 2026, an estimated $7.3M.
  • Baldwin Insurance Group made up 0.01% of Point72 Asset Management's portfolio in Q1 2026, its #1270 holding.
  • Point72 Asset Management first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 16 quarters since.
  • Point72 Asset Management's Baldwin Insurance Group position peaked at $25.9M in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.