Russell Investments Group
BWIN

Russell Investments Group’s Baldwin Insurance Group BWIN Stock Holding History

Russell Investments Group’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 		$1.28M Sell
48,039
-11,230
-19% -$243K ﹤0.01% 2337
2026
Q1 		$1.3M Sell
59,269
-39,761
-40% -$860K ﹤0.01% 2089
2025
Q4 		$2.38M Buy
99,030
+14,063
+17% +$358K ﹤0.01% 1776
2025
Q3 		$2.4M Buy
84,967
+16,331
+24% +$567K ﹤0.01% 1764
2025
Q2 		$2.94M Buy
68,636
+6,661
+11% +$270K ﹤0.01% 1519
2025
Q1 		$2.77M Sell
61,975
-947
-2% -$38.6K ﹤0.01% 1514
2024
Q4 		$2.44M Sell
62,922
-22,366
-26% -$1.04M ﹤0.01% 1571
2024
Q3 		$4.25M Buy
85,288
+85,234
+157,841% +$3.71M 0.01% 1278
2024
Q2 		$1.92K Buy
+54
New +$1.67K ﹤0.01% 3356
2023
Q4 		– Sell
-22
Closed -$511 – 3323
2023
Q3 		$511 Sell
22
-3,492
-99% -$87.4K ﹤0.01% 3406
2023
Q2 		$87.1K Buy
+3,514
New +$83.2K ﹤0.01% 2632
2022
Q2 		– Sell
-139,090
Closed -$3.73M – 2978
2022
Q1 		$3.73M Sell
139,090
-27,654
-17% -$797K 0.01% 1312
2021
Q4 		$6.02M Buy
166,744
+52,137
+45% +$1.93M 0.01% 1147
2021
Q3 		$3.81M Buy
114,607
+88,205
+334% +$2.76M 0.01% 1416
2021
Q2 		$702K Sell
26,402
-24,697
-48% -$670K ﹤0.01% 2463
2021
Q1 		$1.39M Sell
51,099
-81,851
-62% -$2.23M ﹤0.01% 2090
2020
Q4 		$3.98M Buy
132,950
+54,979
+71% +$1.59M 0.01% 1366
2020
Q3 		$1.94M Buy
+77,971
New +$1.69M ﹤0.01% 1709

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

Russell Investments Group's BWIN Position: Q2 2026 in Review

Russell Investments Group reduced its Baldwin Insurance Group (BWIN) stake by 19% in Q2 2026, selling an estimated $243K and leaving 48,039 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Russell Investments Group first reported a position in BWIN in Q3 2020 and has held it in 18 quarters since. The position peaked at $6.02M in Q4 2021. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Russell Investments Group held 48,039 shares of Baldwin Insurance Group worth $1.28M as of Q2 2026.
  • Russell Investments Group sold 11,230 Baldwin Insurance Group shares in Q2 2026, an estimated $243K.
  • Baldwin Insurance Group made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2337 holding.
  • Russell Investments Group first reported a position in Baldwin Insurance Group in Q3 2020 and has held it in 18 quarters since.
  • Russell Investments Group's Baldwin Insurance Group position peaked at $6.02M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.