Rockefeller Capital Management
BWIN

Rockefeller Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Rockefeller Capital 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 		$3.44M Sell
129,339
-5,074
-4% -$110K 0.01% 1135
2026
Q1 		$2.95M Buy
134,413
+13,791
+11% +$298K 0.01% 1125
2025
Q4 		$2.9M Sell
120,622
-414,083
-77% -$10.5M 0.01% 1093
2025
Q3 		$15.1M Buy
534,705
+9,298
+2% +$323K 0.03% 504
2025
Q2 		$22.5M Sell
525,407
-14,441
-3% -$586K 0.05% 353
2025
Q1 		$24.1M Buy
539,848
+409,965
+316% +$16.7M 0.06% 304
2024
Q4 		$5.03M Sell
129,883
-738
-0.6% -$34.4K 0.01% 719
2024
Q3 		$6.5M Sell
130,621
-36,742
-22% -$1.6M 0.02% 640
2024
Q2 		$5.94M Sell
167,363
-32,133
-16% -$994K 0.02% 643
2024
Q1 		$5.77M Sell
199,496
-526,727
-73% -$13.8M 0.02% 648
2023
Q4 		$17.4M Sell
726,223
-147,068
-17% -$3.13M 0.06% 315
2023
Q3 		$20.3M Sell
873,291
-205,553
-19% -$5.14M 0.08% 255
2023
Q2 		$26.7M Buy
1,078,844
+103,378
+11% +$2.45M 0.1% 206
2023
Q1 		$24.8M Buy
975,466
+676,337
+226% +$18.8M 0.11% 214
2022
Q4 		$7.52M Sell
299,129
-487,489
-62% -$13.4M 0.04% 435
2022
Q3 		$20.7M Sell
786,618
-6,392
-0.8% -$182K 0.11% 205
2022
Q2 		$19.1M Sell
793,010
-68,571
-8% -$1.67M 0.1% 209
2022
Q1 		$23.1M Buy
861,581
+171,985
+25% +$4.95M 0.11% 201
2021
Q4 		$24.9M Buy
689,596
+145,346
+27% +$5.37M 0.12% 191
2021
Q3 		$18.1M Sell
544,250
-13,205
-2% -$413K 0.1% 226
2021
Q2 		$14.9M Buy
557,455
+54,286
+11% +$1.47M 0.08% 246
2021
Q1 		$13.7M Buy
503,169
+483,137
+2,412% +$13.1M 0.09% 214
2020
Q4 		$600K Buy
20,032
+32
+0.2% +$926 ﹤0.01% 854
2020
Q3 		$498K Hold
20,000
– – ﹤0.01% 793
2020
Q2 		$345K Buy
20,000
+19,000
+1,900% +$229K ﹤0.01% 811
2020
Q1 		$11K Buy
+1,000
New +$15.2K ﹤0.01% 1727

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

Rockefeller Capital Management's BWIN Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 3.8% in Q2 2026, selling an estimated $110K and leaving 129,339 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #1135.

Rockefeller Capital Management first reported a position in BWIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.7M in Q2 2023. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Rockefeller Capital Management held 129,339 shares of Baldwin Insurance Group worth $3.44M as of Q2 2026.
  • Rockefeller Capital Management sold 5,074 Baldwin Insurance Group shares in Q2 2026, an estimated $110K.
  • Baldwin Insurance Group made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1135 holding.
  • Rockefeller Capital Management first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 26 quarters since.
  • Rockefeller Capital Management's Baldwin Insurance Group position peaked at $26.7M in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.