Quantbot Technologies’s Baldwin Insurance Group BWIN Stock Holding History

Quantbot Technologies’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	$166K	Buy	+6,236	New	+$135K	0.01%	1331
2025 Q4	–	Sell	-10,145	Closed	-$286K	–	2258
2025 Q3	$286K	Buy	10,145 +2,240	+28%	+$77.8K	0.01%	1189
2025 Q2	$338K	Sell	7,905 -5,435	-41%	-$221K	0.01%	1106
2025 Q1	$596K	Sell	13,340 -23,771	-64%	-$968K	0.02%	839
2024 Q4	$1.44M	Buy	37,111 +36,143	+3,734%	+$1.69M	0.05%	514
2024 Q3	$48.2K	Buy	+968	New	+$42.1K	﹤0.01%	1296
2024 Q2	–	Sell	-685	Closed	-$19.8K	–	1982
2024 Q1	$19.8K	Buy	+685	New	+$18K	﹤0.01%	1415
2023 Q4	–	Sell	-2,756	Closed	-$64K	–	2059
2023 Q3	$64K	Buy	+2,756	New	+$68.9K	﹤0.01%	1192
2021 Q1	–	Sell	-16,560	Closed	-$496K	–	1820
2020 Q4	$496K	Buy	+16,560	New	+$479K	0.05%	429

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

Quantbot Technologies's BWIN Position: Q2 2026 in Review

Quantbot Technologies opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 6,236 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in BWIN as recently as Q3 2025.

Quantbot Technologies first reported a position in BWIN in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Quantbot Technologies held 6,236 shares of Baldwin Insurance Group worth $166K as of Q2 2026.
Baldwin Insurance Group was a new Quantbot Technologies position in Q2 2026.
Baldwin Insurance Group made up 0.01% of Quantbot Technologies's portfolio in Q2 2026, its #1331 holding.
Quantbot Technologies first reported a position in Baldwin Insurance Group in Q4 2020 and has held it in 9 quarters since.
Quantbot Technologies's Baldwin Insurance Group position peaked at $1.44M in Q4 2024.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.