Royal Bank of Canada
BWIN

Royal Bank of Canada’s Baldwin Insurance Group BWIN Stock Holding History

Royal Bank of Canada’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
Q1 		$17.1M Sell
778,281
-122,885
-14% -$2.66M ﹤0.01% 1553
2025
Q4 		$21.7M Sell
901,166
-92,577
-9% -$2.36M ﹤0.01% 1448
2025
Q3 		$28M Buy
993,743
+746
+0.1% +$25.9K ﹤0.01% 1382
2025
Q2 		$42.5M Buy
992,997
+169,126
+21% +$6.86M 0.01% 1030
2025
Q1 		$36.8M Sell
823,871
-51,385
-6% -$2.09M 0.01% 947
2024
Q4 		$33.9M Sell
875,256
-132,334
-13% -$6.17M 0.01% 1035
2024
Q3 		$50.2M Sell
1,007,590
-19,706
-2% -$857K 0.01% 818
2024
Q2 		$36.4M Buy
1,027,296
+82,783
+9% +$2.56M 0.01% 921
2024
Q1 		$27.3M Sell
944,513
-27,330
-3% -$718K 0.01% 1087
2023
Q4 		$23.3M Buy
971,843
+311,479
+47% +$6.62M 0.01% 1200
2023
Q3 		$15.3M Sell
660,364
-1,542
-0.2% -$38.6K ﹤0.01% 1307
2023
Q2 		$16.4M Buy
661,906
+94,243
+17% +$2.23M ﹤0.01% 1271
2023
Q1 		$14.5M Sell
567,663
-39,864
-7% -$1.11M ﹤0.01% 1328
2022
Q4 		$15.3M Buy
607,527
+601,010
+9,222% +$16.6M ﹤0.01% 1324
2022
Q3 		$171K Sell
6,517
-6,348
-49% -$181K ﹤0.01% 4894
2022
Q2 		$311K Buy
12,865
+9,833
+324% +$239K ﹤0.01% 4442
2022
Q1 		$82K Sell
3,032
-7,919
-72% -$228K ﹤0.01% 5790
2021
Q4 		$396K Buy
10,951
+5,727
+110% +$212K ﹤0.01% 4684
2021
Q3 		$174K Buy
5,224
+2,005
+62% +$62.8K ﹤0.01% 5297
2021
Q2 		$86K Sell
3,219
-39
-1% -$1.06K ﹤0.01% 5708
2021
Q1 		$89K Buy
3,258
+1,143
+54% +$31.1K ﹤0.01% 5545
2020
Q4 		$63K Buy
2,115
+2,092
+9,096% +$60.5K ﹤0.01% 5573
2020
Q3 		$1K Sell
23
-1,116
-98% -$24.2K ﹤0.01% 6495
2020
Q2 		$20K Buy
1,139
+907
+391% +$10.9K ﹤0.01% 5599
2020
Q1 		$2K Sell
232
-874
-79% -$13.3K ﹤0.01% 6346
2019
Q4 		$18K Buy
+1,106
New +$17.6K ﹤0.01% 5913

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada's BWIN Position: Q1 2026 in Review

Royal Bank of Canada reduced its Baldwin Insurance Group (BWIN) stake by 14% in Q1 2026, selling an estimated $2.66M and leaving 778,281 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Royal Bank of Canada first reported a position in BWIN in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.2M in Q3 2024. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Royal Bank of Canada held 778,281 shares of Baldwin Insurance Group worth $17.1M as of Q1 2026.
  • Royal Bank of Canada sold 122,885 Baldwin Insurance Group shares in Q1 2026, an estimated $2.66M.
  • Baldwin Insurance Group made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1553 holding.
  • Royal Bank of Canada first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 26 quarters since.
  • Royal Bank of Canada's Baldwin Insurance Group position peaked at $50.2M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.