Raymond James Financial’s Baldwin Insurance Group BWIN Stock Holding History

Raymond James Financial’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	$1.18M	Buy	44,575 +28,247	+173%	+$611K	﹤0.01%	3870
2026 Q1	$358K	Sell	16,328 -17,895	-52%	-$387K	﹤0.01%	4568
2025 Q4	$822K	Buy	+34,223	New	+$872K	﹤0.01%	3912
2025 Q3	–	Sell	-7,934	Closed	-$340K	–	6893
2025 Q2	$340K	Sell	7,934 -50,144	-86%	-$2.03M	﹤0.01%	4229
2025 Q1	$2.6M	Buy	58,078 +19,057	+49%	+$776K	﹤0.01%	2807
2024 Q4	$1.51M	Buy	+39,021	New	+$1.82M	﹤0.01%	3166

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

Raymond James Financial's BWIN Position: Q2 2026 in Review

Raymond James Financial increased its Baldwin Insurance Group (BWIN) stake by 173% in Q2 2026, buying an estimated $611K and bringing the position to 44,575 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Raymond James Financial first reported a position in BWIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Raymond James Financial held 44,575 shares of Baldwin Insurance Group worth $1.18M as of Q2 2026.
Raymond James Financial bought 28,247 Baldwin Insurance Group shares in Q2 2026, an estimated $611K.
Baldwin Insurance Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3870 holding.
Raymond James Financial first reported a position in Baldwin Insurance Group in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Baldwin Insurance Group position peaked at $2.6M in Q1 2025.
227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.