Rockefeller Capital Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Other funds holding BWIN
Rockefeller Capital Management's BWIN Position: Q3 2026 in Review
Rockefeller Capital Management reduced its Baldwin Insurance Group (BWIN) stake by 91% in Q3 2026, selling an estimated $3.46M and leaving 12,025 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.
Rockefeller Capital Management first reported a position in BWIN in Q1 2020 and has held it in 27 quarters since. The position peaked at $26.7M in Q2 2023. 194 funds tracked by Wall St. Rank hold BWIN as of Q3 2026.
- Rockefeller Capital Management held 12,025 shares of Baldwin Insurance Group worth $382K as of Q3 2026.
- Rockefeller Capital Management sold 117,314 Baldwin Insurance Group shares in Q3 2026, an estimated $3.46M.
- Baldwin Insurance Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2273 holding.
- Rockefeller Capital Management first reported a position in Baldwin Insurance Group in Q1 2020 and has held it in 27 quarters since.
- Rockefeller Capital Management's Baldwin Insurance Group position peaked at $26.7M in Q2 2023.
- 194 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q3 2026.
Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.