RhumbLine Advisers
BWIN

RhumbLine Advisers’s Baldwin Insurance Group BWIN Stock Holding History

RhumbLine Advisers’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 		$3.19M Buy
120,032
+16,540
+16% +$358K ﹤0.01% 1695
2026
Q1 		$2.27M Buy
103,492
+17,339
+20% +$375K ﹤0.01% 1778
2025
Q4 		$2.07M Sell
86,153
-13,319
-13% -$339K ﹤0.01% 1866
2025
Q3 		$2.81M Sell
99,472
-2,883
-3% -$100K ﹤0.01% 1722
2025
Q2 		$4.38M Buy
102,355
+9,195
+10% +$373K ﹤0.01% 1483
2025
Q1 		$4.16M Buy
93,160
+3,478
+4% +$142K ﹤0.01% 1452
2024
Q4 		$3.48M Buy
89,682
+2,251
+3% +$105K ﹤0.01% 1603
2024
Q3 		$4.35M Sell
87,431
-2,896
-3% -$126K ﹤0.01% 1499
2024
Q2 		$3.2M Buy
90,327
+9,302
+11% +$288K ﹤0.01% 1635
2024
Q1 		$2.34M Buy
81,025
+2,080
+3% +$54.6K ﹤0.01% 1825
2023
Q4 		$1.9M Sell
78,945
-50
-0.1% -$1.06K ﹤0.01% 1934
2023
Q3 		$1.84M Sell
78,995
-14,204
-15% -$355K ﹤0.01% 1898
2023
Q2 		$2.31M Buy
93,199
+15,120
+19% +$358K ﹤0.01% 1818
2023
Q1 		$1.99M Buy
78,079
+3,022
+4% +$83.9K ﹤0.01% 1805
2022
Q4 		$1.89M Buy
75,057
+2,300
+3% +$63.4K ﹤0.01% 1814
2022
Q3 		$1.92M Buy
72,757
+7,333
+11% +$209K ﹤0.01% 1788
2022
Q2 		$1.58M Buy
65,424
+18,154
+38% +$441K ﹤0.01% 1898
2022
Q1 		$1.27M Buy
47,270
+3,847
+9% +$111K ﹤0.01% 2028
2021
Q4 		$1.57M Buy
43,423
+267
+0.6% +$9.87K ﹤0.01% 2009
2021
Q3 		$1.44M Buy
43,156
+2,194
+5% +$68.7K ﹤0.01% 2064
2021
Q2 		$1.09M Sell
40,962
-1,640
-4% -$44.5K ﹤0.01% 2209
2021
Q1 		$1.16M Buy
42,602
+16
+0% +$435 ﹤0.01% 2137
2020
Q4 		$1.28M Buy
42,586
+11,140
+35% +$322K ﹤0.01% 2037
2020
Q3 		$783K Buy
31,446
+9,510
+43% +$206K ﹤0.01% 2084
2020
Q2 		$379K Buy
21,936
+7,573
+53% +$91.4K ﹤0.01% 2460
2020
Q1 		$152K Buy
14,363
+3,204
+29% +$48.7K ﹤0.01% 2671
2019
Q4 		$179K Buy
+11,159
New +$178K ﹤0.01% 2780

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RhumbLine Advisers's BWIN Position: Q2 2026 in Review

RhumbLine Advisers increased its Baldwin Insurance Group (BWIN) stake by 16% in Q2 2026, buying an estimated $358K and bringing the position to 120,032 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

RhumbLine Advisers first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.38M in Q2 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • RhumbLine Advisers held 120,032 shares of Baldwin Insurance Group worth $3.19M as of Q2 2026.
  • RhumbLine Advisers bought 16,540 Baldwin Insurance Group shares in Q2 2026, an estimated $358K.
  • Baldwin Insurance Group made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1695 holding.
  • RhumbLine Advisers first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • RhumbLine Advisers's Baldwin Insurance Group position peaked at $4.38M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.